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    Thursday 21 May 2026
    GigaDevice sees niche DRAM and NAND prices rising through 2026
    GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...
    Wednesday 20 May 2026
    Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices
    Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...
    Wednesday 20 May 2026
    Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says
    South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening...
    Wednesday 20 May 2026
    Phison taps overseas bond market for US$800 million storage push

    Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

    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
    ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets,...
    Tuesday 19 May 2026
    Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge
    Prices for semiconductor-grade hydrogen fluoride supplied to Samsung Electronics and SK Hynix are expected to rise sharply between late June and July, as higher costs for a key China-sourced...
    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...
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    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