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NEWS TAGGED ELECTRONICS
Wednesday 1 July 2026
Analysis: Apple isn't a victim of memory price surge; it's the biggest winner
Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that...
Wednesday 1 July 2026
Kinpo expects 2H revenue to exceed 1H amid plant ramp

Kinpo Electronics said its core operations remained stable despite a first-quarter revenue drop, with global demand patterns, customer...

Wednesday 1 July 2026
India Semiconductor Mission 2.0 reportedly clears Finance Ministry hurdle as govt highlights first-phase progress

India's proposed second phase of the India Semiconductor Mission (ISM 2.0) has reportedly taken a key step forward, clearing the Finance...

Wednesday 1 July 2026
The price behind India's investment boom

India, the world's most populous democracy, is pushing hard to expand transport and power infrastructure to support manufacturing and...

Tuesday 30 June 2026
Lenovo warns elevated memory prices could become the new norm beyond 2030

Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft,...

Tuesday 30 June 2026
Memory suppliers lock down buyers as contract prices continue surging in 2H26

Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters...

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
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...

Monday 29 June 2026
Musk backs Cook as AI memory crunch drives Apple price hikes

Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is...

Monday 29 June 2026
Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

DRAM and NAND Flash supplies are tightening as global AI data centers continue to expand. Apple is actively lobbying the Trump administration...

Monday 29 June 2026
Foxlink appoints Freddy Kuo president, targets AI factory transformation
Cheng Uei Precision Industry (Foxlink) announced on June 24 that its board of directors has approved the appointment of Freddy Kuo as company president. Speaking publicly for the first...
Monday 29 June 2026
Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...
Friday 26 June 2026
Teradyne expands India focus with new country manager
US-based automated test equipment supplier Teradyne plans to expand its presence in India and has appointed Alpa Sood as India Manager, as the company seeks to deepen engagement in...
Friday 26 June 2026
Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins...

Friday 26 June 2026
How Optivision is speeding up the shift from LCD optical films to high-end auto applications
As growth in the traditional consumer electronics market slows and industry competition intensifies, LCD optical film manufacturer Optivision Technology is accelerating its transition...