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Monday 9 February 2026

Generic DDR shortage persists as smartphone brands adopt multi-pronged strategies

The smartphone industry is facing ongoing challenges from soaring memory prices, with many expecting the market to contract in 2026. Mid- and low-tier smartphones are projected to...

Monday 9 February 2026

Samsung, SK Hynix shift to shorter memory contracts as prices surge

Memory chip manufacturers are adjusting long-standing supply practices in response to rising prices. According to South Korean media reports,...

Monday 9 February 2026

512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

Monday 9 February 2026

MediaTek warns of sharp smartphone revenue drop in early 2026 as cost pressures mount

MediaTek said smartphone-related revenue is expected to fall sharply in the first quarter of 2026. The company's smartphone segment recorded a quarterly revenue high in the fourth...

Saturday 7 February 2026

Lead frame supplier CWTC reaches 40-month revenue high in January

Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

Friday 6 February 2026

Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes

Samsung Electronics' foundry business is reportedly preparing price increases for certain process technologies, including 4nm and 8nm nodes, with hikes reportedly around 10%. Despite...

Friday 6 February 2026

PC makers reportedly eye China DRAM for the first time as global memory supply tightens

Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin...

Friday 6 February 2026

AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink

The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping...

Friday 6 February 2026

ASE expects advanced packaging and testing revenue to double in 2026

OSAT leader ASE Technology Holding is optimistic that its growth momentum will extend through 2026 and beyond, benefiting from the short supply of advanced packaging and testing capacity...

Friday 6 February 2026

Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26

Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...

Friday 6 February 2026

Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26

The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...

Friday 6 February 2026

Lite-on Tech wins approval to acquire U-Media; benefits to show within 1 year

Lite-on Technology announced on January 21 that it would publicly acquire all issued common shares of U-Media at a cash price of NT$54 (US$1.69) per share. The acquisition was approved...

Thursday 5 February 2026

SiTime to buy Renesas timing unit for US$3 billion

SiTime said it will acquire assets related to Renesas Electronics' timing business in a transaction valued at about US$3 billion, as the Japanese chipmaker narrows its focus on embedded...

Thursday 5 February 2026

Packaging costs rise as Chinese MCU makers push price hikes despite weak demand

Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price...

Thursday 5 February 2026

Adata sees January revenue nearly triple, as memory prices hold in 2026

The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...

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Feb 4, 08:00

Teaching Machines to Feel the World TOUCH Lab Redefines Sensing

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook