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    Middle East conflict disrupts auto supply chains, triming low-end models
    4h 5min ago
    China achieves mass production of T1200-grade carbon fiber, advancing semiconductor and robotics materials
    4h 5min ago
    Memory price surge reshaped PC market, hitting Chromebook hardest amid AI boom
    4h 5min ago
    Middle East turmoil impacts South Korean exports and semiconductor supply chain
    4h 5min ago
    US section 337 investigation puts Taiwanese auto parts suppliers on the spot
    4h 5min ago
    Exclusive: Middle East conflict and AI demand drive cost pressures, supply chain shifts procurement risks to clients
    4h 5min ago
    NEWS TAGGED MEMORY
    Tuesday 24 February 2026
    Apple and Samsung tighten grip on premium smartphone segment as rivals rethink product mix
    Memory supply shortages and rising prices for electronics components are expected to weigh on smartphone and notebook shipments in 2026, industry sources say. Mid- to low-end smartphone...
    Tuesday 24 February 2026
    Memory chip shortage will last until mid-2026, says Acer CEO
    Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...
    Monday 16 February 2026
    Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns

    Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10%...

    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...
    Monday 9 February 2026
    Winbond, Macronix post strong January sales as memory demand heats up
    Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional...
    Monday 9 February 2026
    Samsung, SK Hynix shift to shorter memory contracts as prices surge

    Memory chip manufacturers are adjusting long-standing supply practices in response to rising prices. According to South Korean media reports,...

    Friday 6 February 2026
    Transcend sees 4x revenue surge in January 2026 as memory prices rise
    Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI...
    Tuesday 3 February 2026
    AMD and Broadcom back Powertech's FOPLP; monthly revenue to hit NT$3 billion
    Memory packaging giant Powertech Technology is aggressively expanding into fan-out panel-level packaging (FOPLP), with chairman Duh-Kung Tsai optimistic about the AI industry. Amid...
    Tuesday 3 February 2026
    YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
    Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
    Friday 30 January 2026
    Memory prices soar as AI demand tightens DRAM and NAND supply, spot buying slows near year-end
    Memory demand remains strong, intensifying the industry's supply-demand imbalance. Contract prices for the first quarter of 2026 are rising sharply, with major South Korean memory...
    Friday 30 January 2026
    Memory, CPU shortages hit Wintel notebooks, benefiting Apple
    Notebook makers are under growing pressure as memory shortages and price increases persist, while a widening shortage of CPUs adds a second constraint. What began as a supply gap at...
    Wednesday 28 January 2026
    Powertech posts 4Q25 profit high, eyes growth momentum into 2026
    Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41...
    Wednesday 28 January 2026
    Macronix restarts NT$22B capex to boost MLC eMMC and NOR flash output
    Memory giant Macronix (MXIC) has decided to resume its capital expenditure plan, allocating NT$22 billion (approx. US$704 million) in 2026 to aggressively expand its severely short-supplied...
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
    Tuesday 27 January 2026
    Memory crunch accelerates notebook orders, reshapes 2026 demand

    Rising memory prices and persistent supply tightness are prompting PC brands to pull forward notebook orders, disrupting traditional seasonal...

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    New Power WorldWide 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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook