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Tuesday 30 January 2024
Panel makers see higher unit prices and shipment disruptions amid Red Sea crisis
As cargo ships bound for Europe continue to take the long route around Africa to avoid potential dangers in the Red Sea, manufacturers have adjusted their strategies to account for...
Monday 29 January 2024
DDR5 enters sweet pricing point as price gap narrows with DDR4
Amid a recovery in the memory industry driven by robust demand for AI applications, upstream manufacturers are actively promoting DDR5 and high-bandwidth memory (HBM) to enhance profitability...
Friday 26 January 2024
Price war in Chinese car market impacts Nidec's earnings forecasts
The fierce price cuts persisting in China and other EV markets have burdened automotive suppliers. Japan-based Nidec, an electric motor drive technology provider, just scaled down...
Wednesday 24 January 2024
TV makers stockpiling panels, other components ahead of panel production cuts
Panel manufacturers on both sides of the Taiwan Strait plan to reduce production significantly during the Lunar New Year, encouraging a price rebound. This scheme has prompted white-box...
Tuesday 23 January 2024
NEV price war effectiveness: opinions differ across supply chain
In recent years, the market share of New Energy vehicles (NEVs) has risen steadily, emerging as a dark horse in the automotive industry. However, their global market penetration remains...
Monday 22 January 2024
SDC's Hard OLED favored by Chinese smartphone makers again due to price hikes by Chinese OLED suppliers
Chinese panel manufacturers are quickly catching up to South Korean manufacturers in the OLED sector. Yet, at the same time, they are engaging in price hikes. While this move may...
Thursday 18 January 2024
Samsung and SK Hynix reportedly requested price reductions from South Korean memory component suppliers
As memory prices begin to rebound, the South Korean industry is optimistic about the business performance of Samsung Electronics and SK Hynix in 2024. However, the upstream memory...
Wednesday 17 January 2024
ABF substrate prices unlikely to peak in 2024
ABF substrate prices are unlikely to reach their previous high in 2024 but should have already reached their low point, according to industry sources.
Friday 12 January 2024
CIS price hikes reflect Samsung's new strategy
Looking back to 2023, the DS division of Samsung's semiconductor business suffered an overall poor performance in the memory industry, and eventually implemented production cuts to...
Wednesday 10 January 2024
Battery metal price plunge is closing mines and stalling deals
A meltdown in some of the most-hyped energy-transition metals is wreaking havoc across the mining world, stalling projects, scuppering deals and triggering a scramble for cash that...
Tuesday 9 January 2024
Chinese foundry expansion raises concerns of oversupply and price pressure for Taiwanese mature-process wafer fabs
The continuous expansion of mature process capacity by Chinese foundries is causing significant concerns in the semiconductor industry, as it might lead to oversupply and downward...
Wednesday 3 January 2024
China and Taiwan panel production cuts promise price rebound
Although prices in December 2023 continued to decline, Chinese and Taiwanese panel manufacturers plan to expand production cuts during the Lunar New Year period.
Wednesday 3 January 2024
Samsung, Micron mulling DRAM price hike in 1Q24
Memory chip vendors such as Samsung Electronics and Micron Technology are considering raising DRAM prices by 15-20% in the first quarter of 2024, according to sources at memory module...
Wednesday 27 December 2023
Notebook battery module caught in EV price storm in China
The decline in EV sales and hasty expansion has led to "involution" within Chinese battery cell makers, impacting the notebook battery module supply chain. Raymond Sung, GM of notebook...
Wednesday 27 December 2023
Memory chip prices continue increasing despite mediocre end-market demand
Memory chipmakers continue to raise their prices, even though end-market demand has not increased substantially, according to industry sources.