Tariffs, inflation, and geopolitical risk continue to cloud the global economy, while the smartphone industry faces fresh pressure from higher upstream material costs and component...
The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players,...
Nvidia CEO Jensen Huang recently received US President Donald Trump's approval for the H200 to return to the China market. Shipments to Chinese customers were reportedly fast-tracked...
Taiwan's smartphone market is expected to face another challenging year in 2026, as rising device prices, extended replacement cycles, and persistent memory supply constraints limit...
Taiwan's integrated circuit design houses are accelerating shipments to the global drone market as US trade restrictions on Chinese manufacturers reshape international supply chains...
Chairman Jim Hung said Innolux will deprioritize shipment volume for its fan-out panel-level packaging (FOPLP) business in 2026, shifting its focus to redistribution layer (RDL) and...
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...
Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply...
Nvidia is reportedly planning to resume shipments of its second-most powerful artificial intelligence chips to China before the Lunar New Year holiday in mid-February, underscoring...
The Chinese subsidiary of Nexperia, the Dutch semiconductor manufacturer, has moved to secure wafer capacity from domestic suppliers to support production of key products in 2026,...
Taiwan's leading motherboard manufacturers—AsusTek, GIGABYTE, Micro-Star International (MSI), and ASRock—have navigated a turbulent global economic environment in 2025...
Apple's iPhone 17 series has achieved strong sales following its September 10 launch, with the standard iPhone 17 maintaining its price despite upgraded specifications. This contributed...
Taiwan's Amtran Technology is reshaping its growth trajectory, pivoting from scale-driven contract manufacturing to a profit-focused strategy built around high-value products—a...
As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus...
