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Tuesday 2 June 2026
China's underwhelming holiday season shows memory hikes still weigh on consumer demand
After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly...
Tuesday 2 June 2026
Honor launches entry-level X6d 5G in Taiwan as low-end competition heats up
Honor expanded its Taiwan lineup with the launch of the Honor X6d 5G after entering the market in April 2026 with a flagship model, the company announced, seeking to capitalize on...
Tuesday 2 June 2026
DeepSeek's pricing move could redistribute value across AI hardware market
Chinese AI startup DeepSeek said it will permanently cut the API price of its flagship model by 75% from June 1, prompting debate across the global AI industry. Amazon AWS said the...
Tuesday 2 June 2026
Analysis: Advanced packaging shifts from TSMC dominance to industry collaboration
Nvidia CEO Jensen Huang has repeatedly backed TSMC's price hikes, saying its advanced process and supply-chain services are difficult and highly valuable. As AI chip demand surges,...
Monday 1 June 2026
Suntek maintains upbeat 2H26 outlook for Taiwan's auto market, as tariffs, energy prices remain key
PG Union Corporation, the Taiwanese distributor for the luxury car brand Alfa Romeo, launched the Alfa Romeo Junior on May 27, which comes in the Ibrida hybrid and Elettrica 280 Veloce...
Sunday 31 May 2026
AI demand and transport costs fuel continued price hikes in 2Q26
As the Middle East conflict escalates and demand for AI applications grows, product quotations continue to rise in the second quarter of 2026. Chen-Cheng Pan, chairman of silicone...
Friday 29 May 2026
MediaTek weighs price hikes, reaffirms TSMC partnership
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below...
Friday 29 May 2026
Lenovo redesigns ThinkPad and shifts to services as component inflation squeezes PC market
Lenovo is pursuing a "dual-down" strategy to capture market share as rising memory prices and CPU shortages squeeze PC makers, shifting from hardware supplier to a technology solutions...
Thursday 28 May 2026
Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices
Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer...
Thursday 28 May 2026
UMC readies price hikes, kicks off 2027 customer talks
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition...
Wednesday 27 May 2026
CSP capex surge fuels hot AI server demand and tight supply in 2026
The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
Tuesday 26 May 2026
The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
As AI clusters continue to scale, traditional interconnect architectures are facing new limits in bandwidth, power efficiency, and system integration. Co-Packaged Optics is emerging...
Tuesday 26 May 2026
Inside China's humanoid robot boom: Price war, fractured supply chains
China's humanoid robot market is expanding rapidly, but intensifying price competition and growing concerns over product reliability are beginning to expose structural weaknesses across...
Monday 25 May 2026
DeepSeek makes 75% API discount permanent, intensifying global AI price war

Chinese AI startup DeepSeek has permanently reduced the API pricing of its flagship DeepSeek-V4-Pro model to one-quarter of its original...