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    RAMmageddon? AI-driven memory shortage sends DRAM prices 'parabolic'
    42min ago
    NEWS TAGGED MARKET
    Monday 16 February 2026
    Taiwan rolls out AI push to transform its 1.71 million SMEs
    Taiwan's small and medium enterprises — the backbone of the island's economy — are getting a major government push into the AI era. On February 12, the Ministry of Economic...
    Monday 16 February 2026
    Memory crunch tightens CIS capacity, pressures smartphone supply chain
    The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone...
    Monday 16 February 2026
    Apple reportedly agrees to double NAND prices from Kioxia, shifts to quarterly contract pricing

    Apple has reportedly agreed to double the unit price it pays for NAND flash from Japan's Kioxia starting in the January–March quarter,...

    Monday 16 February 2026
    India fines Intel over discriminatory warranty policy
    On February 12, 2026, the Competition Commission of India (CCI) issued a formal order under Section 27 of the Competition Act, 2002, imposing a penalty of INR273.8 million (US$3.02...
    Sunday 15 February 2026
    Power semiconductor cost pressures rise as 8-inch wafer foundries plan price hikes
    Demand for AI servers' power management chips is surging, tightening supply and demand in the 8-inch wafer foundry market. Powerchip Semiconductor Manufacturing Corporation (PSMC)...
    Saturday 14 February 2026
    World's largest GaAs foundry sees 2–3x surge from 1.6T optical boom
    GaAs foundry leader Win Semiconductor forecasts explosive growth in the 1.6T optical communication module market in 2026, expecting a 2-3x increase in demand driven by satellite and...
    Saturday 14 February 2026
    Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition
    One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...
    Saturday 14 February 2026
    AMD's growing server and PC share pressures Intel as China supply constraints tighten prices
    AMD's EPYC server processors captured a record 41.3% revenue market share in the server segment in the fourth quarter of 2025, Mercury Research reported, driven by accelerated adoption...
    Saturday 14 February 2026
    Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments
    Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest...
    Friday 13 February 2026
    Arm faces intensified competition in China as RISC-V rise reshapes AI and HPC chip markets
    As China emerges as a major RISC-V hub shipping hundreds of billions of chips annually since 2024, Arm Holdings confronts heightened competition in a market where its architecture...
    Friday 13 February 2026
    Global server market, 4Q 2025

    Introduction

    Friday 13 February 2026
    Explainer: how US-Taiwan 'ART' deal rewires global tech economy
    On February 12, 2026, the United States and Taiwan finalized a structural "re-pricing" of their economic relationship. The Agreement on Reciprocal Trade (ART) is not a traditional...
    Friday 13 February 2026
    Shihlin Electric expands in North America as orders extend to 2030

    Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience...

    Friday 13 February 2026
    Stellantis scraps two EU gigafactories after €2.1bn hit, pivots toward Asian batteries
    Stellantis NV has officially abandoned plans to build two lithium battery gigafactories in Kaiserslautern, Germany, and Termoli, Italy, the company's CEO, Antonio Filosa, said, following...
    Friday 13 February 2026
    Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins
    Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands...
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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook