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    China rolls out auto aftermarket measures as Taiwanese firms still target the US
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    Chinese smartphone lens makers expect global shipments to keep falling in 2026
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    Memory chip costs rise, pushing up PC and smartphone prices
    2h 32min ago
    South Korea’s southwest chip push draws scrutiny over weak supply chain ecosystem
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    Naphtha supply risks lift semiconductor material costs, but disruptions yet to arrive
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    DeepSeek to charge usage mirroring utilities with V4 release
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    NEWS TAGGED WINBOND
    Monday 29 June 2026
    Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

    AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers...

    Thursday 18 June 2026
    Exclusive: Winbond NOR flash reportedly enters Nvidia supply chain
    Winbond's NOR flash has reportedly entered Nvidia's supply chain for the first time, as AI server demand drives a surge in memory consumption and Nvidia's next-generation Vera Rubin...
    Tuesday 9 June 2026
    Adata, Macronix report record May revenue amid rising memory demand, prices
    Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive...
    Sunday 31 May 2026
    Winbond accelerates custom memory transition
    Winbond Chairman Arthur Chiao said market sentiment in the second half of 2026 would carry the strong momentum seen in the first half, with the overall market remaining in a supply...
    Friday 29 May 2026
    Winbond pushes 3x-priced AI Si-Cap shipments as Semco order ramps in 2027
    AI demand for high-performance chips is driving up orders for semiconductor silicon capacitors, or Si-Caps, with Samsung Electro-Mechanics and several Taiwanese memory makers emerging...
    Wednesday 6 May 2026
    Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
    Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers...
    Wednesday 6 May 2026
    Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded
    Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and...
    Saturday 14 March 2026
    Winbond raises DDR3 prices to match DDR4, accelerates shift to DDR4
    Facing ongoing DRAM shortages and widespread capacity constraints, chipmaker Winbond has raised the price of its 4Gb DDR3 chips to match that of equivalent DDR4 products. The company...
    Wednesday 4 March 2026
    Rising memory prices push Nanya and Winbond into expansion and record revenues
    Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate...
    Friday 13 February 2026
    Winbond's two-year sell-out signals memory cycle shift and US$1.35bn capex push

    Winbond Electronics is entering a powerful demand cycle, with tight supply conditions across DRAM, NOR flash, and SLC NAND extending beyond...

    Monday 9 February 2026
    Winbond, Macronix post strong January sales as memory demand heats up
    Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional...
    Wednesday 4 February 2026
    AI upgrades intensify high-capacity NOR Flash shortages; SLC and MLC become scarce commodities
    Benefiting from specification upgrades in AI servers and switches, the content per box of NOR Flash is set to grow by multiples, with high-capacity specifications likely to face severe...
    Wednesday 4 February 2026
    Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025
    The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first...
    Wednesday 21 January 2026
    A 100% tariff threat puts Taiwan’s memory makers on notice
    US secretary of commerce Howard Lutnick recently announced that memory manufacturers not producing in the US could face tariffs of up to 100%. In addition to naming major South Korean...
    Tuesday 13 January 2026
    Winbond Electronics and Transcend report strong growth as memory shortage
    Memory chip manufacturers Winbond Electronics and Transcend Information posted significant profit increases in late 2025, driven by heightened demand and ongoing supply constraints...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook