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Thursday 15 October 2026
Taiwan solar manufacturers turn to US market as domestic approvals stall, low-cost imports intensify
Taiwan's solar manufacturers are increasingly looking to the US market as slowing approvals for large-scale domestic solar projects, limited rooftop installation capacity, and competition...
Thursday 15 October 2026
US solar import price floor faces four challenges as December deadline approaches
The US is seeking to improve the competitiveness of domestic solar manufacturers and attract overseas investment through minimum import price requirements for solar products. However,...
Thursday 15 October 2026
Sluggish demand keeps smartphone panel prices under pressure
As the fourth quarter begins, smartphone panel demand remains sluggish, with purchasing momentum from end-market brands showing no clear signs of recovery. Market activity throughout...
Wednesday 14 October 2026
China's smartphone slump: Can Apple's new lineup light a spark?
China's smartphone market faces dual pressures as weakening consumer spending and rising component costs continue to weigh on the handset sector. According to third-quarter data from...
Wednesday 14 October 2026
Elon Musk says Micron is 'reasonable' on memory prices while others are 'extortionate'
Elon Musk has criticized memory chip suppliers for charging what he called "extortionate" prices while praising Micron Technology's approach to future pricing, highlighting tensions...
Wednesday 14 October 2026
HBM capacity shift sends DDR4 contract prices rising faster than DDR5
DDR4 contract prices are rising faster than those of the newer DDR5 standard, reversing the usual pricing pattern in the memory market. The artificial intelligence (AI) boom has prompted...
Wednesday 14 October 2026
Apple launches HomeView display, rebuilding home lineup around Siri AI
Apple is betting that its new Siri AI assistant can revive a business in which, according to Reuters, the company "has tinkered for a decade without major success." At its...
Wednesday 14 October 2026
Analysis: China's EV rebate cut pushes exporters from volume to value
China's planned cut to export tax rebates for new energy vehicles could ripple through global auto markets, intensifying pressure on low-cost exporters while reshaping trade tensions...
Tuesday 13 October 2026
Taiwan panel makers enter semiconductor fight as structural challenges persist
Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers...
Tuesday 13 October 2026
AI demand squeezes capacitor, resistor capacity as Taiwan suppliers eye price hikes
Rising capital expenditures by global cloud service providers (CSPs) are accelerating orders for AI computing infrastructure, boosting both the specifications and volumes of passive...
Tuesday 13 October 2026
Nvidia reportedly may halt RTX 5090 production to favor RTX PRO cards, leakers claim
Nvidia may be preparing to stop making its flagship GeForce RTX 5090 graphics card and reserve the GB202 chip inside it for professional RTX PRO products, according to unconfirmed...
Tuesday 13 October 2026
China's rare-earth concentrate prices stay 48% higher, but downstream demand remains weak
China's rare-earth concentrate prices remain nearly 50% above year-earlier levels despite a marginal fourth-quarter increase, underscoring persistent raw material cost pressures even...
Tuesday 13 October 2026
Toyota rewires China JV structure as GAC takes control of FAW Toyota stake
As the push toward smarter vehicle systems and full electrification intensifies alongside China's strengthening position in the EV market, these trends are increasingly prompting overseas...
Tuesday 13 October 2026
Nan Pao sees breakthroughs in adhesives for semiconductors, foldable displays
Nan Pao Resins Chemical reported September revenue of NT$2.308 billion (US$72.35 million), up 16.5% year-over-year and a record for the same period, as it continued to develop new...
Monday 12 October 2026
Samsung reportedly secures long-term contracts covering up to 80% of 2027 memory supply
Samsung Electronics has committed 75–80% of its 2027 memory supply, including high-bandwidth memory (HBM), to long-term agreements (LTAs), the Korea Economic Daily reported...