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Wednesday 5 August 2026

Smartphone makers brace for lower volumes, higher prices, and deeper market split

Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...

Wednesday 5 August 2026

Apple's India breakthrough highlights a market betting on premium over volume

Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that,...

Wednesday 5 August 2026

Nanya Technology July revenue hits record as DDR4 contract prices surge

Nanya Technology Corporation reported July 2026 revenue of NT$43.868 billion(US$1.353 billion), up 49.27% from June and marking a new...

Tuesday 4 August 2026

Nvidia RTX 50 graphics card prices climb as TSMC and memory costs rise

Nvidia GeForce RTX 50 series graphics card prices in South Korea were set to rise by as much as 30% starting in August 2026 as higher wafer costs at Taiwan Semiconductor Manufacturing...

Tuesday 4 August 2026

Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes

Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC)...

Tuesday 4 August 2026

Key material shortages prompt suppliers to prioritize three customer groups

Taiwanese research institute Chung-Hua Institution for Economic Research (CIER) released Taiwan's manufacturing purchasing managers' index (PMI) for July 2026 on August 3. The seasonally...

Monday 3 August 2026

Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap

Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...

Monday 3 August 2026

Xiaomi raises flagship phone prices as memory and chip costs climb

Xiaomi raised prices on several flagship smartphones in China on August 2, including the REDMI Turbo 5, K90 series, and Xiaomi 17 series, according to Xiaomi Store. The move adds CNY300...

Monday 3 August 2026

Ferrari's Luce sells out 2025 quota two months after launch

Ferrari's first all-electric sports car, Luce, sold out its annual quota of 500 units just two months after its May launch, according to the source material. The strong response, including...

Monday 3 August 2026

Holtek raises MCU prices by up to 20% as wafer and OSAT costs continue climbing

Microcontroller unit (MCU) supplier Holtek Semiconductor has confirmed a broad price increase across its entire microcontroller portfolio, marking its first company-wide adjustment...

Sunday 2 August 2026

Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%

Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...

Friday 31 July 2026

Analysis: The AI buildout stopped being a demand story

For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...

Friday 31 July 2026

Rising smartphone prices are reshaping purchase plans in India

Rising smartphone prices in India are changing how consumers plan purchases, with wider implications for brands, retailers, and buyers worldwide. Counterpoint said many shoppers are...

Friday 31 July 2026

Microsoft Windows price hikes add to PC cost pressure in 2026

PC makers are facing higher costs in 2026 as memory and processor prices rise and Microsoft lifts Windows operating system prices. Vendors said the latest Windows increase averaged...

Friday 31 July 2026

AI server boom reshapes MLCC pricing as capacity shifts upmarket

The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring...

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