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    Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
    Jan 14, 18:38
    China aims to reduce reliance on Japanese photoresists
    Jan 14, 18:37
    Memory price surge drives smartphone panel prices down in 1Q26
    Jan 14, 18:37
    Samsung and SK Hynix to double operating profits by 2026 as memory capacity expand
    Jan 14, 18:37
    TSMC shifts to dual leadership with Apple and AI clients maintaining pricing power
    Jan 14, 18:37
    NEWS TAGGED SUPPLY CHAIN
    Thursday 15 January 2026
    Rising memory prices lift Taiwan supply chain earnings

    The global memory industry entered a clear upturn in the second half of 2025 as both spot and contract prices rose sharply, lifting earnings...

    Wednesday 14 January 2026
    China lifts semiconductor equipment localization to 35%
    China's push to localize its semiconductor equipment supply chain has reached an unexpected milestone. Domestic tools accounted for 35% of chipmaking equipment used in 2025, up from...
    Wednesday 14 January 2026
    Samsung will adopt South Korea-made mask blanks to EUV process to reduce reliance on Japan
    Samsung Electronics is set to introduce South Korea-made mask blanks into its extreme ultraviolet (EUV) process starting as early as the second quarter of 2026. According to ET...
    Wednesday 14 January 2026
    Google reportedly looks to shift high-end Pixel development to Vietnam to address export scrutiny
    Google is reportedly planning to move the New Product Introduction (NPI) process for its high-end Pixel smartphones to Vietnam, a step that could mark a major shift in the tech giant's...
    Wednesday 14 January 2026
    TSMC turns Arizona gamble into goldmine as suppliers ride 10-year wave
    After five years of struggling with double construction timelines and billion-dollar regulatory hurdles, TSMC has quietly transformed its Arizona operations into a profit engine, and...
    Wednesday 14 January 2026
    CXMT launches US$4bn bid to break DRAM market control
    Surging artificial intelligence (AI) workloads have triggered a global shortage of HBM, tightening DRAM and NAND supply and pushing prices sharply higher. US PC maker HP is now evaluating...
    Wednesday 14 January 2026
    US drone policy swings highlight security and geopolitical tensions
    Over the past year, US policy toward Chinese-made drones has shifted repeatedly, reflecting differing approaches across government agencies. Congress, the Federal Communications Commission,...
    Wednesday 14 January 2026
    From wastewater to green materials: Ping Ho bets on semiconductor recycling

    Ping Ho Environmental Technology said it will move beyond its core wastewater treatment business and invest in recycling waste sulfuric...

    Monday 12 January 2026
    Qatar, UAE join US-led Pax Silica supply chain pact
    Qatar and the United Arab Emirates are set to join a US-led initiative to secure artificial intelligence and semiconductor supply chains, expanding a framework Washington views as...
    Monday 12 January 2026
    US scraps planned restrictions on Chinese-made drones

    The US Commerce Department has withdrawn a proposal that would have restricted or potentially barred imports of Chinese-made drones, stepping...

    Monday 12 January 2026
    Flytech posts 9.3% revenue growth in 2025, eyes resilient operations in 2026
    Despite facing dual challenges from currency fluctuations and rising supply chain costs throughout the year, industrial PC maker Flytech Technology demonstrated strong market adaptability...
    Monday 12 January 2026
    Tariffs and AI reshape Taiwan SMEs' foreign trade strategies
    Given shifting tariff policies and ongoing supply chain restructuring, Taiwan's small and medium-sized enterprises (SMEs) are undergoing a structural transformation in their foreign...
    Monday 12 January 2026
    TCL climbs to No. 2 in global TV shipments

    TCL has risen to second place worldwide in TV shipments, trailing only Samsung Electronics, as the Chinese electronics group leverages supply...

    Monday 12 January 2026
    Sharp-Adani LCD proposal tests India's ability to build a full-scale panel supply chain from scratch
    Sharp ceased production at its Sakai Display Product (SDP) factory in late August 2024, ending operations at the world's only 10G LCD panel fab. Despite this closure, Sharp is pursuing...
    Monday 12 January 2026
    Rayzher Industrial reports record annual revenue despite December dip
    Rayzher Industrial, a supplier of gas supply systems for high-tech semiconductor fabs, recorded consolidated revenue of NT$228 million (approx. US$7.21 million) in December 2025, a...
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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook