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Monday 7 September 2026
Model fatigue, China's price pressure, and a profit horizon still years away
The AI industry's release calendar has compressed to the point where a single week can carry five frontier or near-frontier launches, but the acceleration is not a sign of confidence...
Monday 7 September 2026
Xiaomi warns of more India price hikes as AI squeezes the phone from both sides
The same AI boom that is filling handsets with new features is draining the memory supply that makes cheap phones possible—and in India, the world's second-largest smartphone...
Monday 7 September 2026
No foundry price relief before 2027 as utilization nears 90%

AI demand is driving a broader repricing cycle across the foundry industry in 2026. Tightness that began at leading-edge nodes is spreading...

Thursday 3 September 2026
Exclusive: China 6-inch SiC substrate supply tightens, prices set to rise
China's 6-inch silicon carbide (SiC) substrate market is undergoing a structural supply-demand reversal. Driven by strengthening downstream demand and limited production restarts,...
Thursday 3 September 2026
SB Energy eyes US listing as Nvidia commits US$1.5 billion
SB Energy, the data center and power infrastructure company under SoftBank Group, filed for an IPO with the US Securities and Exchange Commission (SEC) on September 1, planning to...
Thursday 3 September 2026
Samsung Electro-Mechanics eyes 30% MLCC price hikes, ABF up too
Samsung Electro-Mechanics (SEMCO) is set to expand the scope of its price increases, with market reports saying the company will raise direct-supply prices for multilayer ceramic capacitors...
Thursday 3 September 2026
SK Hynix wafer purchases jump 104% on AI demand
SK Hynix boosted its silicon wafer purchases in the second quarter of 2026 by more than doubling spending from the previous quarter as it moved early to secure raw materials amid rising...
Thursday 3 September 2026
Global smartphone outlook cut again as foldables shine
Global smartphone shipments are facing renewed downside pressure in 2026 as memory prices rise, handset makers pass on higher costs, and brands trim low-end models to protect margins...
Wednesday 2 September 2026
China moves to curb overseas price wars as automakers accelerate global expansion

China has introduced new guidelines aimed at steering its automotive industry toward more orderly competition overseas as domestic automakers...

Wednesday 2 September 2026
China memory-module makers report surging profits, strained cash flow
Seven listed Chinese memory-module and memory-distribution companies have filed first-half 2026 results, and the headline numbers are the largest the tier has ever reported. The more...
Tuesday 1 September 2026
Taiwan carbon fee joins UK CBAM qualifying list
Taiwan's carbon fee has been formally included in the UK government's list of Qualifying Carbon Pricing Schemes (QCPS) under its Carbon Border Adjustment Mechanism (CBAM), alongside...
Tuesday 1 September 2026
Samsung locks 70% of memory output as HBM spot prices soar
Samsung Electronics has reportedly locked up as much as 70% of its memory production capacity under long-term supply agreements (LTAs), as relentless AI infrastructure demand for high...
Tuesday 1 September 2026
China's humanoid robot cost cuts run into three bottlenecks
Humanoid robot scaling is still constrained by price, and Chinese humanoid robots — which command the largest global market share — show a sharp gap between consumer and...
Tuesday 1 September 2026
Kaimei sees 2H26 momentum strengthen as AI demand lifts orders and resistor price hikes take effect
Kaimei Electronics, a Yageo Group company, said order visibility remains strong for the second half of 2026 as AI server demand continues to ramp and automotive and industrial-control...
Monday 31 August 2026
Nvidia demand nearly doubles as supply meets only 70%
Nvidia reported second-quarter revenue for fiscal year 2027 of US$96.22 billion, a 106% year-over-year increase, driven by a 117% surge in data center revenue to US$89 billion. With...