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    Memory shortage cuts smartphone OLED shipments in 1Q26
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    NEWS TAGGED PRICE
    Tuesday 19 May 2026
    Foundry, test costs push PMIC price hikes toward 12-inch wafers
    Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for...
    Tuesday 19 May 2026
    ITE Tech awaits PC, NB visibility as price hikes begin in 2H26
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    Tuesday 19 May 2026
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    Tuesday 19 May 2026
    SanDisk: AI data centers still lack a cost case to replace HDDs with SSDs
    AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. SanDisk argues...
    Monday 18 May 2026
    Pan Jit AI revenue hits 11% as orders stretch 6 months
    Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders...
    Monday 18 May 2026
    Lianyou Metals rides tungsten, cobalt squeeze to record quarter

    Lianyou Metals reported record first-quarter results in 2026, as tightening global supplies of tungsten and cobalt and stronger demand...

    Monday 18 May 2026
    Huawei, Apple, and Xiaomi battle for market share with deep discounts
    Just after midnight on May 15, Apple quietly cut prices across its iPhone 17 lineup in China, lowering official retail prices for the iPhone 17 Pro series by CNY1000 (approx. US$146),...
    Monday 18 May 2026
    DIGITIMES Insight: Intel and AMD diverge as TSMC prepares price hikes
    Global server markets may shift as DIGITIMES analyst Luke Lin says Intel's revenue gains stem largely from price rises while AMD posts stronger shipment-led growth. TSMC plans another...
    Monday 18 May 2026
    TEEMA global science park plan takes shape with Mexico leading
    The Taiwan Electrical and Electronic Manufacturers' Association (TEEMA) is moving ahead with its global science park strategy, and Mexico's Sonora has emerged as the leading candidate...
    Monday 18 May 2026
    Ilitek eyes 2Q26 ramp for OLED TDDI and auto products
    Ilitek, a Taiwan-based DDI maker, said its first-quarter 2026 results were hit by seasonal softness and rising memory prices, which prompted Chinese smartphone brands to become more...
    Sunday 17 May 2026
    AI drives Cisco orders, lifts Taiwan networking suppliers
    Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...
    Friday 15 May 2026
    Samsung strike risk lifts memory spot prices as supply risks mount

    Samsung Electronics' escalating labor dispute is adding fresh uncertainty to the memory market, with spot prices moving higher as South...

    Thursday 14 May 2026
    Oppo Taiwan forecasts 5% to 8% shipment decline while revenue is set to rise
    Oppo Taiwan said on the 12th that annual smartphone shipments were likely to fall 5% to 8% this year as surging memory prices pushed up handset costs and extended replacement cycles...
    Wednesday 13 May 2026
    Ajinomoto raises ABF substrate film prices 30%
    Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026...
    Wednesday 13 May 2026
    Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market

    Introduction

    1/48 pages
    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook