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    Commentary: Behind Micron's bet for a long memory demand cycles
    3h 1min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    3h 1min ago
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    3h 1min ago
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    3h 1min ago
    MCU price hike expectations drive early 1H26 pull-ins
    3h 1min ago
    iPhone 18 Pro price hike: Memory costs or margin play?
    3h 1min ago
    NEWS TAGGED PRICE
    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
    Rising lithium battery material prices trigger widespread inflation; Chinese battery makers forced to take action
    China's electric vehicle (EV) and energy storage supply chains are undergoing a profound structural shift. Over the past year, prices of upstream battery materials have continued to...
    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
    AI drives TV platforms as Samsung and LG chase smart-home ecosystems
    South Korea's top TV brands, Samsung Electronics and LG Electronics, are stepping up their use of AI to sharpen product differentiation as they face intense competition from Chinese...
    Saturday 27 June 2026
    Zettabyte urges new standard for quality AI compute as demand surges over two years
    AI infrastructure firm Zettabyte said AI token generation exploded more than 330-fold over two years and urged that compute be measured by delivered useful work rather than raw hardware...
    Friday 26 June 2026
    Seres' US$25bn wipeout tests the price of Huawei's EV halo
    Seres Group, once the clearest listed proxy for Huawei's EV ambitions, has lost more than CNY180 billion (US$25 billion) in A-share market value from its peak, despite strong sales...
    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'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
    China power semiconductor makers raise prices as AI and vehicle demand grows
    China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader...
    Friday 26 June 2026
    Taiwan drone makers pivot to non-China supply chains to win overseas markets
    Taiwanese drone manufacturers are accelerating their expansion into overseas markets as domestic defense and program budgets remain unstable, executives said, making international...
    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...
    Thursday 25 June 2026
    Automotive memory and LFP material costs surge, impact seen with Chinese automakers
    Surging prices for automotive memory and lithium carbonate, a key upstream material for lithium batteries, have become a challenge regarding Chinese automakers' profit margins this...
    Thursday 25 June 2026
    AI server demand drives sharp price gains in high-end MLCCs
    Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly...
    Thursday 25 June 2026
    IC design firms race to secure packaging capacity
    IC design firms are scrambling to expand their partner networks as tight packaging and testing capacity remain the most pressing bottleneck in the supply chain. Companies in Taiwan,...
    Thursday 25 June 2026
    SK Hynix eyes record Nasdaq ADR to fund AI memory expansion

    SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select...

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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