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Thursday 2 July 2026
China power chip makers raise prices, exposing AI server squeeze on mature-node supply

China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight...

Thursday 2 July 2026
Memory price relief for PC brands is expected to be temporary

Memory suppliers are renegotiating high-bandwidth memory contracts, and PC brands say price increases may slow later this year. For...

Thursday 2 July 2026
Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in...

Thursday 2 July 2026
Europe's heatwave turns air conditioners into power chip growth story

Europe's intensifying heatwave is reshaping the region's air conditioner market, driving a surge in China's air conditioner exports and...

Thursday 2 July 2026
Huawei raises prices despite China smartphone gains, exposing AI cost squeeze
Huawei's planned July price increase shows that China's smartphone cost crunch has moved from supplier negotiations to consumer pricing, even for a domestic brand gaining market sh...
Thursday 2 July 2026
GaAs and InP price hikes hit Taiwan supply chain
Compound semiconductor epitaxy makers are raising prices again for gallium arsenide (GaAs) and indium phosphide (InP) epi wafers, as persistent raw material cost increases, supply...
Wednesday 1 July 2026
Analysis: Apple isn't a victim of memory price surge; it's the biggest winner
Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that...
Wednesday 1 July 2026
Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers
Leading passive components supplier Yageo is reportedly set to raise capacitor prices across the board from July 1, according to supply chain sources. The price hikes will cover tantalum...
Wednesday 1 July 2026
Surging oil prices drive demand spike in Europe's used EV market
Rising oil prices as a result of the war in Iran have caused the originally sluggish used electric vehicle (EV) market in Europe to flip, with demand now outpacing supply. Three-year-old...
Wednesday 1 July 2026
Supermicro smuggling probes reportedly push Nvidia to tighten AI server checks further

As the US tightens controls on advanced AI chip exports, smuggling schemes are surfacing across the AI server supply chain, driven...

Wednesday 1 July 2026
China's price war cuts humanoid robot hand costs in half — but precision parts resist

Competition in China's humanoid robot market is driving down prices for dexterous hands and other key parts, with implications for...

Wednesday 1 July 2026
GigaDevice flags memory cycle risks amid share price surge

GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks....

Wednesday 1 July 2026
DeepSeek V4 introduces utility-style AI pricing in shift beyond China's LLM price war
DeepSeek will launch the official version of its V4 large language model (LLM) in mid-July alongside peak and off-peak API pricing, prompting debate among developers. By doubling peak-hour...
Wednesday 1 July 2026
AI fuels OSAT pricing power as chip packaging orders fill through 2027
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since...
Tuesday 30 June 2026
Lenovo warns elevated memory prices could become the new norm beyond 2030

Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft,...