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Tuesday 30 June 2026
Apple faces iPhone 18 Pro price pressure as memory crunch tests AI upgrade strategy

Apple's next iPhone Pro lineup could be heading toward one of its sharpest pricing tests in years, as surging memory costs threaten...

Tuesday 30 June 2026
IC design firms brace for uncertain peak season as prices rise
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are...
Tuesday 30 June 2026
Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook
The networking industry is entering its traditional third-quarter peak season, with demand remaining robust in 2026 as AI infrastructure upgrades and the adoption of Wi-Fi 7 continue...
Tuesday 30 June 2026
AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide

AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs,...

Tuesday 30 June 2026
SK Hynix accelerates Yongin fab timeline by 12 years as HBM strains memory capacity
SK Hynix said on June 29 it will spend KRW1,100 trillion (approx. US$710 ​billion) across three sites in South Korea over the coming decades, accelerating its Yongin cluster...
Tuesday 30 June 2026
AI super cycle lifts semiconductors, but China chip group warns of a distorted boom

AI has pushed the global semiconductor industry into a new "super cycle," but the AI boom is also creating distorted demand, tighter...

Tuesday 30 June 2026
Notebook supply chains brace for weaker 2026 peak season

Notebook supply chains are preparing for a softer-than-usual 2026 peak season, with shipments expected to ease from the third quarter...

Tuesday 30 June 2026
South Korea looks to Taiwan as model for semiconductor decentralization
South Korea is overhauling its semiconductor manufacturing footprint to secure an edge in the AI era, drawing direct inspiration from a fierce competitor: Taiwan.
Tuesday 30 June 2026
DRAM price surge tests South Korean memory makers' HBM4 push

Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory,...

Tuesday 30 June 2026
Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted
As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors...
Tuesday 30 June 2026
Taiwan optics sector heads into peak season as Apple demand, camera orders rise

Taiwan's optics industry is entering its traditional peak period, with global smartphone demand, Apple's new-device cycle, and rising...

Tuesday 30 June 2026
Taiwan elevator maker Golden Friends targets AI infrastructure market amid tech investment boom

Taiwanese elevator manufacturer Golden Friends (GFC) announced on June 29 that it had secured a major contract to supply high-end elevators...

Tuesday 30 June 2026
Commentary: Behind Micron's bet for long memory demand cycles
Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots,...
Tuesday 30 June 2026
Nvidia, Firmus partner on Indonesia AI infrastructure project

A new partnership between Nvidia and Firmus aims to expand access to advanced AI computing for customers worldwide, including AI-native...

Tuesday 30 June 2026
Expected MCU price hike drives early 1H26 pull-ins

Microcontroller customers are accelerating shipments into the first half of 2026 as higher production costs ripple through the supply...