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Wednesday 28 October 2026
Apple leans on AI silicon as reviewers call its Mac refresh incremental, question iPad mini pricing
Apple's late-October hardware updates put on-device artificial intelligence at the center of devices that otherwise change little, as rising memory costs push prices higher. The new...
Wednesday 28 October 2026
Goke Microelectronics raises KGD packaging prices again
China-based IC design firm Goke Microelectronics will raise prices for its Known Good Die (KGD) packaged products by US$0.5 to US$1.5 per unit from November 2026, depending on capacity...
Tuesday 27 October 2026
China supply-chain price hikes strain domestic demand
China’s semiconductor and electronics supply chains are reporting a wave of price increases, from Goke Microelectronics raising quotes for hybrid-packaged memory products to...
Tuesday 27 October 2026
DRAM price gains fall short as supply shrinks up to 50%
DRAM price growth has slowed sharply in the fourth quarter of 2026, but severe supply shortages are intensifying as manufacturers continue to restrict shipments. Industry sources expect...
Tuesday 27 October 2026
India's smartphone shipments hit a decade low in 3Q26 amid rising prices
India's smartphone shipments fell 20% year over year in the third quarter of 2026, reaching a decade low as higher memory costs pushed device prices up. The downturn highlights affordability...
Tuesday 27 October 2026
India sets October 2028 target for homegrown smartphone brand
India's electronics and IT minister, Ashwini Vaishnaw, has set October 23, 2028, as the date by which the country will have mobile phones that are designed, manufactured, and branded...
Friday 23 October 2026
Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain
Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive...
Friday 23 October 2026
Commentary: How long can the humanoid robot bubble last? Unitree's valuation correction puts physical AI to the test
Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive...
Friday 23 October 2026
ChainSea Information Integration lists, targets AI revenue growth by 2027
Digital transformation services provider ChainSea Information Integration will list on the Taipei Exchange on October 23 at an underwriting price of NT$60 (US$1.85) per share, as it...
Friday 23 October 2026
Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output
Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call,...
Friday 23 October 2026
LG Display returns to profit as OLED mix offsets chipflation drag
LG Display (LGD) returned to an operating profit in the third quarter of 2026, showing how far its OLED shift now drives earnings, and how little room it leaves when currency and component...
Thursday 22 October 2026
Texas Instruments posts rising Q3 sales across data centers, cars, industry
Texas Instruments reported strong revenue growth in its third-quarter earnings call due to strong demand across its industrial, automotive, and data center businesses. The company...
Thursday 22 October 2026
ESMT sees memory price momentum extending through 4Q26, 2027
Persistent supply shortages have kept the niche memory market hot, with Elite Semiconductor Microelectronics Technology (ESMT) estimating that the structural supply gap exceeds 30%...
Wednesday 21 October 2026
Li Auto chip subsidiary Mahe Xin raises CNY1.6 billion in equity financing as automakers aim to become chipmakers
Li Auto's chip and domain controller subsidiary, Mahe Xin Technology, has entered a first-round equity financing agreement worth CNY 1.625 billion (approx. US$243.33 million). The...
Wednesday 21 October 2026
Vertical Aerospace's liquidity squeeze clouds 2029 eVTOL certification target
As Tesla showcases the new "flying" capability of its next-generation Roadster electric sports car, Vertical Aerospace, a key player in the flying-car sector, is facing regulatory...