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Monday 29 December 2025
Move over, Malaysia? India's emerging OSAT sector claims price parity in legacy packaging
India's first wave of OSAT facilities is moving from capacity announcements to competitive positioning, with some domestic players now benchmarking themselves against established...
Monday 29 December 2025
8-inch foundry price rises take hold as BCD, HV nodes lead
The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players,...
Monday 29 December 2025
AMD and Nvidia set to raise GPU prices in early 2026 amid rising memory costs
GPU prices are expected to rise in early 2026 as memory costs surge. AMD may implement hikes starting in January 2026, with Nvidia following in February 2026, according to industry...
Wednesday 24 December 2025
PC giants rush to lock in memory supply as prices surge toward a new supercycle
As the global memory market enters its sharpest price upswing in nearly five years, one top-tier PC maker has moved quickly to lock in supply, dispatching senior executives to negotiate...
Wednesday 24 December 2025
Exclusive: Samsung slows DDR4 phase-out, reportedly requires NCNR contracts for server customers
Memory giant Samsung Electronics is slowing its planned DDR4 DRAM production phase-out in the fourth quarter of 2025 amid surging market prices and tightening supply. Sources say...
Wednesday 24 December 2025
SMIC signals mature-node price turnaround with reported 10% hike
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...
Tuesday 23 December 2025
Silicon Optronics eyes BSI and low-power products in face of memory supply concerns
Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply...
Tuesday 23 December 2025
Chinese chip resistor makers cut production to address oversupply; Taiwan firms remain cautious
Chinese chip resistor manufacturers have cut production by 10-60% amid oversupply, but major firms haven't, limiting recovery. Taiwanese firms expect improvements by late 2026.
Tuesday 23 December 2025
With memory price hikes diluting end-of-year smartphone demand, AMOLED panel prices also drop
Despite approaching the end of the year and the promotional peak season coming to an end, overall utilization rates in the smartphone panel market have remained relatively high. Additionally,...
Tuesday 23 December 2025
TI, ADI price hikes split Taiwan's analog IC designers
Texas Instruments (TI) and Analog Devices (ADI) are reportedly preparing selective price increases across product lines in early 2026, citing rising semiconductor supply chain costs...
Tuesday 23 December 2025
Korean chip industry faces mounting pressure from escalating power prices
Electricity costs for South Korea's domestic semiconductor manufacturing industry have reportedly surged, raising concerns over mounting cost pressures on chipmakers. Over the past...
Monday 22 December 2025
Memory price spike pressures consumer tech as AI absorbs supply
Rising memory chip prices are unlikely to slow the world's largest technology companies as they accelerate investment in artificial intelligence computing, but the surge risks squeezing...
Monday 22 December 2025
Apple iPhone 17 series drives smartphone market growth in China and beyond
Apple's iPhone 17 series has achieved strong sales following its September 10 launch, with the standard iPhone 17 maintaining its price despite upgraded specifications. This contributed...
Monday 22 December 2025
Protection component prices stabilize: Thinking Electronic pins 2026 growth on AI

Record-high precious metal prices upstream are tightening cost pressure across the passive components industry, but the impact on protection...

Monday 22 December 2025
Shihlin Electric expands production capacity to meet strong AI and grid demand
Shihlin Electric is experiencing robust growth driven by expanding AI computing power needs and accelerated investment in power infrastructure. At HCT Logistics' smart electric vehicle...