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Tuesday 21 July 2026
China's magnet exports hit record highs even as it turns the export tap into a political lever
China's exports of rare-earth permanent magnets reached record levels in the first half of 2026, yet the same customs data reveal a market increasingly shaped less by demand than by...
Tuesday 21 July 2026
Taiwan's top motherboard makers slash 2026 shipments again, with Asus, Gigabyte below 10M units

Taiwan's four largest motherboard brands have cut their 2026 shipment forecasts for a second time as memory and CPU shortages, rising component...

Tuesday 21 July 2026
Phone prices to surge in 2H26 as low-end models fade

As the AI boom keeps memory shortages running hot, steep price hikes for smartphones in the second half of 2026 are coming into view...

Tuesday 21 July 2026
India's smartphone shipments fall as memory costs bite

India's smartphone market was hit by a sharp second-quarter decline that may matter well beyond the country's borders, as higher component...

Tuesday 21 July 2026
Samsung, SK Hynix prioritize DDR5 as margins near HBM levels

Samsung Electronics and SK Hynix are reportedly allocating additional or flexible DRAM production capacity to server DDR5 and other...

Tuesday 21 July 2026
Elite Material, TUC race ahead in AI CCL push

As AI server products accelerate their generational shift and demand higher-frequency, higher-speed transmission, the upgrade cycle...

Tuesday 21 July 2026
Samsung could overtake SK Hynix in the HBM market by 2027
Samsung Electronics could overtake SK Hynix to lead the global high-bandwidth memory market in 2027 as shipments of HBM4 expand, according to forecasts from UBS cited by Money...
Tuesday 21 July 2026
AI-related power management needs drive e-Fuse demand for Fortune Advanced Technology

Power management IC (PMIC) maker Fortune Advanced Technology is set to list on the Emerging Stock Board on July 22, with an eye on...

Monday 20 July 2026
HBM4 battle shifts to cooling as hybrid bonding slips
Sixth-generation high-bandwidth memory (HBM4) shipments paired with Nvidia Vera Rubin will keep rising in the second half of 2026, setting up a head-to-head fight among the three major...
Monday 20 July 2026
Alibaba open-sources AI chip software, launches Zhenwu cloud supernode service
Alibaba Group's chip design unit, T-Head, has open-sourced the software stack behind its Zhenwu AI processors while extending the platform from individual accelerators into rack-scale...
Friday 17 July 2026
Laser Tek says AI demand is driving orders, but parts shortages are delaying shipments
Taiwanese laser processing equipment maker Laser Tek said that artificial intelligence(AI)-led investment in advanced packaging, testing, and passive components is boosting orders...
Friday 17 July 2026
WST targets AI optical boom as high-power CW laser shipments begin in 4Q26
Buoyed by robust shipments of optical communications products, Taiwanese optical communications company WaveSplitter Technologies (WST) nearly doubled its first-quarter revenue in...
Friday 17 July 2026
Power component prices keep rising as supply tightens

Power semiconductor makers say prices are still being adjusted as upstream raw material costs rise and AI-driven high-margin products...

Thursday 16 July 2026
Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June
Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...
Thursday 16 July 2026
Beyond AI: Resilient consumer demand widens semiconductor supply crunch
Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...