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Wednesday 8 April 2026
Apple's foldable iPhone reportedly still on track for September launch despite engineering hurdles

Apple's first foldable iPhone is reportedly facing a more complex-than-expected engineering testing phase, raising concerns about potential...

Wednesday 8 April 2026
Samsung Display secures exclusive Apple foldable OLED orders, partners poised to benefit
Samsung Display (SDC) has taken the lead in the industry by initiating mass production of 8.6-generation OLED panels for IT applications, as well as OLED panels for Apple's foldable...
Wednesday 8 April 2026
SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era
SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
Wednesday 8 April 2026
China export controls spark global InP supply concerns for AI high-speed transmission
Indium phosphide (InP), a critical material for long-distance optical communication, has become essential for AI-driven high-speed data transmission. However, China's export restrictions...
Tuesday 7 April 2026
Wonderful Hi-Tech bets on AI servers and satellites for next growth wave

After a slower second half of 2025, marked by elevated customer inventories and a softer ordering pace, high-end cable material provider...

Monday 6 April 2026
Smartphone order cuts hit IC design as recovery pushes to 2027
Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...
Sunday 5 April 2026
Apple pricing seen as key to 2026 smartphone slump
The global smartphone market is set for its steepest decline in more than a decade in 2026, as surging memory prices drive up device costs and weaken demand, according to the International...
Thursday 2 April 2026
South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn
South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold, even as the Middle East...
Thursday 2 April 2026
Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates
As the US-Iran conflict enters its second month, concerns are mounting over potential disruptions to global energy supplies and petrochemical feedstocks. Against this backdrop, Jeffery...
Thursday 2 April 2026
Notebook shortages persist despite rumors of easing memory prices
Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to...
Wednesday 1 April 2026
Notebook shipment update, February 2026

Introduction

Wednesday 1 April 2026
Rising memory costs and AI demand set to shrink PC shipments
A prolonged shortage of memory and storage components—driven largely by the rapid expansion of artificial intelligence infrastructure—is expected to weigh heavily on the...
Tuesday 31 March 2026
China's EVE Energy hits record revenue in 2025, but margins come under pressure
EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal,...
Monday 30 March 2026
AI-driven memory market set to top US$600 billion on rising storage demand
The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
Monday 30 March 2026
Senao International eyes AI and used phone demand to drive 2026 growth
Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone...