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    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    1h 0min ago
    Memory supply crunch pushes long-term contracts beyond the big three
    1h 0min ago
    China’s polysilicon makers set a cost floor as solar losses widen
    1h 0min ago
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    1h 0min ago
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
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    Fudan researchers unveil room-temperature single-electron memory using 2D materials
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    NEWS TAGGED PRICE
    Friday 7 August 2026
    Analysis: Five years of US polysilicon imports show why Washington set the price floor at US$21
    US imports of high-purity polysilicon jumped to US$190 million in 2025. Still, the bigger story is in the volume: 6,791 tonnes, more than five times the 1,286 tonnes imported in 2024,...
    Friday 7 August 2026
    Analysis: Trump’s polysilicon tariffs split solar industry into winners and losers
    US President Donald Trump signed a proclamation on August 6 imposing minimum import prices and a 15% tariff on polysilicon and its derivatives, a move that hands a durable pricing...
    Friday 7 August 2026
    Inventec forecasts weaker notebook shipments as server growth continues in the third quarter
    Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...
    Friday 7 August 2026
    Huawei's Richard Yu warns of smartphone price hikes as memory costs soar
    Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying...
    Friday 7 August 2026
    Transcend warns memory shortage could extend through 2027
    Transcend Information said the global memory shortage remained severe and could persist through 2027, with little sign of improvement in 2026. The Taiwanese storage maker said upstream...
    Thursday 6 August 2026
    Elite Semiconductor rides niche DRAM price hikes

    Elite Semiconductor Microelectronics Technology (ESMT) has benefited from a severe supply shortage in the niche memory market. July...

    Thursday 6 August 2026
    Second-tier foundries' repair rally lifts margins back to 30%
    The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...
    Thursday 6 August 2026
    Parade sees steadier outlook despite margin pressure from memory costs

    Parade said its second-quarter 2026 results were squeezed by a sudden increase in back-end testing and packaging costs, but the high-speed...

    Thursday 6 August 2026
    US polysilicon tariff exposes chip security's solar dependence

    The Trump administration is preparing to impose a 15% tariff and minimum import prices on polysilicon and selected derivative products,...

    Thursday 6 August 2026
    Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

    Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired...

    Thursday 6 August 2026
    China automakers struggle as margins plunge and battery supply chains skew
    China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...
    Thursday 6 August 2026
    DRAM price surge lifts Samsung and Micron as SK Hynix loses share
    Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed...
    Wednesday 5 August 2026
    Macroblock returns to profit as display demand and new products support outlook
    Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia,...
    Wednesday 5 August 2026
    Smartphone makers brace for lower volumes, higher prices, and deeper market split
    Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...
    Wednesday 5 August 2026
    Apple's India breakthrough highlights a market betting on premium over volume
    Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that,...
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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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