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Tuesday 13 January 2026
Memory price surge spares Nintendo's Switch 2 so far; lower-priced model faces headwinds
Nintendo president Shuntaro Furukawa said the supply of the company's Nintendo Switch 2 game console has been stabilizing globally, though Japan continues to trail other markets, as...
Tuesday 13 January 2026
Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
Tuesday 13 January 2026
Unprecedented AI infrastructure frenzy sparks global memory shortage, hits consumer wallets
The global race to build AI data centers has triggered an unexpected casualty: the memory supply that powers everyday consumer electronics.
Tuesday 13 January 2026
Global smartphone shipment forecast update, 2026

Introduction

Tuesday 13 January 2026
Silver, copper, and tin prices on the rise; passive component prices struggle to offset cost pressure
The passive component industry is facing price increases because of upstream metal price fluctuations. Taiwanese manufacturers have started raising prices on tantalum capacitors, with...
Monday 12 January 2026
Memory price surge forces Chinese brands to cut orders as lens tech rivalry heats up
Memory price surges are reshaping the global smartphone market outlook for 2026, according to insiders at Sunny Optical. Significant order reductions from Chinese manufacturers amid...
Monday 12 January 2026
Beijing's tech standards reshape global auto industry
As the world's largest market for electric vehicles, China is quietly rewriting the competitive logic of the global automotive industry. By redefining technical thresholds, Beijing...
Monday 12 January 2026
Weekly news roundup: AI memory effects in DRAM, HBM4, and TSMC's global expansion
Below are the most-read DIGITIMES Asia stories of the first full week of 2026: January 5-11.
Monday 12 January 2026
Asus reports strong revenue growth in 2025 despite memory price surge
AsusTek Computer Inc. posted robust financial results for December and the fourth quarter of 2025, reporting revenue of NT$69.7 billion (US$2.2 billion), up 47% year-on-year. Quarterly...
Monday 12 January 2026
Commentary: CES 2026 marks end of AR hype, start of price wars
For years, smart glasses and augmented reality (AR) headsets were among the most visible attractions at the Consumer Electronics Show (CES), peaking in 2025 when they dominated the...
Monday 12 January 2026
Tai-Tech Advanced Electronics posts record 2025 revenue on strong orders and pricing
Tai-Tech Advanced Electronics posted record revenue in December, the fourth quarter, and the full year of 2025, driven by strong AI-related demand and an initial round of price increases...
Monday 12 January 2026
NOR flash contract prices surge, forecast for double-digit quarterly growth in 2026
As DRAM and NAND flash memory prices continue to climb, NOR flash saw relatively moderate price increases in the fourth quarter of 2025. However, driven by higher capacity demands...
Friday 9 January 2026
Walsin subsidiary Joyin raises prices on thermistors and varistors as silver cost surges
Taiwan's passive component industry is experiencing another round of price increases. Joyin, a circuit protection components brand under Walsin Technology, has issued price increase...
Friday 9 January 2026
Largan faces challenges as memory price impacts spread
Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...
Friday 9 January 2026
Tight memory supply to push smartphone prices higher in early 2026
Smartphone brands face mounting challenges as memory prices are expected to surge over 50% in the first half of 2026, according to channel operators. The rise in memory costs threatens...