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Monday 5 October 2026
Chipmakers turn balance sheets into AI sales tools: How customer financing is becoming the new industry norm
Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure...
Monday 5 October 2026
Quanta suspends HP supply for a week to press for higher NB prices
Quanta, a leading notebook ODM, reportedly cut off supply to Hewlett-Packard (HP) for one week in September 2026, forcing HP to raise prices as Quanta drew on its surging server business...
Monday 5 October 2026
Samsung reportedly seeks more than triple HBM prices for 2027 as HBM4 ramps
Samsung Electronics is reportedly seeking 2027 prices for its next-generation high-bandwidth memory (HBM) that are more than three times the price of its current HBM3E product, industry...
Friday 2 October 2026
iPhone 18 Pro lifts Apple to 33% China share
Apple's iPhone 18 Pro series lifted first-week sales in China by 12% year over year, giving the soft smartphone market a much-needed boost and pushing Apple to the top of weekly sales...
Friday 2 October 2026
Huawei hikes flagship prices up to US$200 as memory shortages hit smartphone margins
Soaring memory procurement costs are pushing smartphone makers to pass expenses on to consumers. As artificial intelligence (AI) infrastructure expansion continues to squeeze global...
Friday 2 October 2026
Huawei turns to LogicFolding to keep its flagship chip race alive
Huawei Technologies has unveiled its Mate 90 smartphone series, expanding the use of self-developed Kirin processors and HarmonyOS 7 as it looks to sustain flagship performance under...
Friday 2 October 2026
Samsung's mobile unit faces more than KRW1 trillion loss as memory costs surge
Samsung Electronics is expected to report another operating loss at its Mobile eXperience and network business in the third quarter of 2026, even as strong Galaxy Z foldable sales...
Thursday 1 October 2026
Taiwan extends fuel freeze, seeks extra subsidies for CPC, Taipower
Taiwan's Executive Yuan has moved to extend price controls and seek additional subsidies for CPC Corporation and Taiwan Power Company as Middle East conflict has lifted global oil...
Thursday 1 October 2026
DB HiTek raises foundry prices by up to 30% as Chinese demand strains 200mm capacity
DB HiTek has raised foundry prices by as much as 30%, with Chinese customers facing the steepest increases as rising orders push the South Korean foundry's 8-inch capacity close to...
Thursday 1 October 2026
Samsung raises Galaxy S26 prices in South Korea seven months after launch
Under pressure from rising memory prices, Samsung Electronics has raised the South Korean launch prices of its Galaxy S26 series about seven months after release. Most models went...
Thursday 1 October 2026
Micron hikes 2027 HBM prices after missing 2026 memory surge on fixed contracts
Micron Technology has sharply raised 2027 prices for high-bandwidth memory (HBM), the stacked DRAM packaged with AI accelerators. The increase comes after a year in which fixed contract...
Thursday 1 October 2026
Jabil targets US$17.5 billion in data center revenue as it builds out power, cooling, and networking
Jabil's plan for fiscal 2027 puts a price tag on its move from building servers to building the power, cooling, and networking systems around them. The company expects about US$17.5...
Thursday 1 October 2026
Memory shortages deepen as AI demand keeps server prices climbing
The memory market is entering the fourth quarter of 2026 with a widening split between weak consumer demand and intense server buying, underscoring how artificial intelligence workloads...
Thursday 1 October 2026
Micron's record quarter rests on pricing power as customers lock in 2027 supply
Micron Technology's fiscal fourth quarter showed a memory maker whose growth now comes mainly from price rather than volume, with customers committing cash years in advance to secure...
Thursday 1 October 2026
Qualcomm says PC chip shortages are manageable; price swings hit harder
Qualcomm's senior vice president and general manager of the compute and gaming business, Kedar Kondap, said the biggest challenge facing the PC industry is not component shortages,...