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Friday 16 January 2026
Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages
The surge in artificial intelligence (AI) applications has pushed cloud service providers to increase capital expenditures on data centers, prompting major memory manufacturers to...
Friday 16 January 2026
Micro LED, robotics, photonics lift LED industry from price wars
The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...
Friday 16 January 2026
Memory supply shortage to boost secondhand smartphone market growth
The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...
Thursday 15 January 2026
Llvision focuses on real-time translation over full-featured smart glasses
Despite AR devices and smart glasses moving towards more specialized and precise vertical applications, Chinese startup Llvision is moving in a different direction. CEO Fei Wu said...
Thursday 15 January 2026
Smartphone panel prices hit by memory price surge
Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak...
Thursday 15 January 2026
Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
Global memory shortages are expected to continue until late 2027, leading to higher costs for PCs, tablets, and smartphones. In an interview with The Register, IDC research...
Thursday 15 January 2026
Intel CPU squeeze forces Asus Chromebook shift to MediaTek

For several months, the global memory market has been hit by severe supply shortages and rapid price increases. As memory makers shift...

Thursday 15 January 2026
EU implements minimum price mechanism for Chinese electric vehicles, reshaping competition in Europe
The EU has introduced a minimum price commitment mechanism for Chinese battery electric vehicles (BEVs), fundamentally altering the competitive landscape in Europe. This move shifts...
Thursday 15 January 2026
EU minimum-price rule shifts China EV dispute from tariffs to head-to-head competition
The EU has replaced tariffs on Chinese battery electric vehicles (BEVs) with a "minimum price commitment" mechanism, signaling a shift in the ongoing trade dispute from border barriers...
Thursday 15 January 2026
EU adopts minimum price commitment to manage Chinese electric vehicle expansion
The EU has introduced a minimum price commitment mechanism to address the ongoing tariff dispute with China over battery electric vehicles (BEVs). This shift comes after months of...
Tuesday 13 January 2026
Memory price surge spares Nintendo's Switch 2 so far; lower-priced model faces headwinds
Nintendo president Shuntaro Furukawa said the supply of the company's Nintendo Switch 2 game console has been stabilizing globally, though Japan continues to trail other markets, as...
Tuesday 13 January 2026
Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
Tuesday 13 January 2026
Unprecedented AI infrastructure frenzy sparks global memory shortage, hits consumer wallets
The global race to build AI data centers has triggered an unexpected casualty: the memory supply that powers everyday consumer electronics.
Tuesday 13 January 2026
Global smartphone shipment forecast update, 2026

Introduction

Tuesday 13 January 2026
Silver, copper, and tin prices on the rise; passive component prices struggle to offset cost pressure
The passive component industry is facing price increases because of upstream metal price fluctuations. Taiwanese manufacturers have started raising prices on tantalum capacitors, with...