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    Commentary: Behind Micron's bet for a long memory demand cycles
    9h 9min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    9h 9min ago
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    9h 9min ago
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    9h 10min ago
    MCU price hike expectations drive early 1H26 pull-ins
    9h 10min ago
    iPhone 18 Pro price hike: Memory costs or margin play?
    9h 10min ago
    NEWS TAGGED APPLE
    Monday 29 June 2026
    Taiwan smartphone shipments rose in May despite higher component costs
    Taiwan's smartphone market saw shipments expand in May as Mother's Day buying and demand for AI-enabled premium models offset rising upstream component costs, industry participants...
    Monday 29 June 2026
    Musk backs Cook as AI memory crunch drives Apple price hikes

    Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is...

    Monday 29 June 2026
    Apple reportedly seeks CXMT approval to secure DRAM supply amid memory crunch

    DRAM and NAND Flash supplies are tightening as global AI data centers continue to expand. Apple is actively lobbying the Trump administration...

    Monday 29 June 2026
    Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
    Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...
    Monday 29 June 2026
    Apple clears Samsung Display and LG Display OLED modules for iPhone 18 Pro series
    Apple approved OLED modules from Samsung Display and LG Display for the iPhone 18 Pro and Pro Max, signaling progress toward the company’s 2026 iPhone rollout, according to The...
    Sunday 28 June 2026
    Apple's first foldable iPhone reportedly on track for September 2026 launch
    Apple's long-rumored foldable iPhone remains on schedule for a September 2026 debut, despite earlier reports that hinge-related issues could delay the device's release.
    Sunday 28 June 2026
    Smartwatch sales return to growth as AI and health features lift demand
    Smartwatch sales slowed in 2024, but global demand has returned to growth in 2025, and first-quarter 2026 sales are still rising year on year. For consumers worldwide, the shift suggests...
    Saturday 27 June 2026
    The Tata Electronics leak is overwhelmingly an Apple data set, file index shows
    Tata Electronics, the Indian contract manufacturer that assembles iPhones and supplies other global technology companies, has confirmed a cybersecurity incident after the extortion...
    Saturday 27 June 2026
    Apple's reported 1.4nm roadmap signals prolonged race for advanced-node capacity
    Apple is reportedly considering adopting 1.4nm process technology for its flagship smartphone SoCs as early as 2028, implying that flagship chips built on the 2nm generation could...
    Friday 26 June 2026
    Acer's distribution arm bets on MacBook Neo, software to offset weak PC demand

    Acer channel arm Weblink International remains upbeat on the second half of 2026, even as the PC industry looks increasingly likely to see...

    Friday 26 June 2026
    Analysis: Why Apple can't wait out this memory shortage
    Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.
    Friday 26 June 2026
    Apple reportedly revamps Mac chip roadmap to accelerate AI push
    Apple is preparing its biggest shift yet to the release strategy for its in-house Mac processors, opting to skip high-end M6 Pro and M6 Max chips and instead bring more powerful AI-focused...
    Friday 26 June 2026
    Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

    Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins...

    Friday 26 June 2026
    Apple and Google consider adopting Chinese memory chips: three obstacles remain
    As AI demand prolongs shortages in memory chip supply, global technology companies are increasingly turning to Chinese-made semiconductors. However, industry analysts believe that...
    Thursday 25 June 2026
    Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market
    Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating...
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    AsiaCPO2
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook