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    Trump-Xi Beijing summit puts Taiwan's supply chain at the center of the conversation
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    Samsung exits China consumer appliances as local brands move upmarket
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    NEWS TAGGED PRICE
    Thursday 7 May 2026
    China token prices rise while US hyperscalers flood AI infrastructure
    Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue...
    Thursday 7 May 2026
    Supply chain walks pricing tightrope as AI demand lifts costs

    The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into...

    Thursday 7 May 2026
    Memory hikes slow telecom orders, but network chipmakers stay upbeat
    Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...
    Wednesday 6 May 2026
    VIS sees stronger growth in the AI boom and pricing power
    Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...
    Wednesday 6 May 2026
    RichWave sees Wi-Fi 7 growth outrunning memory price pressure
    Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs...
    Wednesday 6 May 2026
    China's cloud providers raise AI prices as model usage surges
    Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...
    Wednesday 6 May 2026
    Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double
    Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for global notebook, server, and satellite power markets, as the company forecasts second-quarter...
    Wednesday 6 May 2026
    TV panel prices stall as China cuts output to defend prices
    The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as global sports-event demand fades, pre-stocking cycles for China's 618 shopping festival...
    Tuesday 5 May 2026
    Memory price hikes push smartphone shipments down more sharply than notebooks
    Rising memory prices have squeezed handset demand and are expected to widen the gap between smartphone and notebook shipment declines in 2026, according to industry reports. Global...
    Tuesday 5 May 2026
    Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
    Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...
    Monday 4 May 2026
    Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

    Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

    Monday 4 May 2026
    Holtek raises low-margin MCU prices, expands AI server cooling and optical comms
    Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment...
    Friday 1 May 2026
    China's US$1M Nvidia AI servers expose global chip squeeze

    Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now...

    Friday 1 May 2026
    Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens
    Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...
    Thursday 30 April 2026
    UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
    United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
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    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook