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    NEWS TAGGED PRICE
    Friday 27 February 2026
    Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand

    Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected...

    Friday 27 February 2026
    Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price
    Samsung Electronics on February 26 unveiled its flagship Galaxy S26 series, but industry attention has quickly shifted to what sits inside: mobile DRAM. According to market sources,...
    Thursday 26 February 2026
    Fiberglass shortage persists in 2026, Unimicron increases substrate price
    As demand for high-speed transmission in AI advanced packaging surges, IC substrate major Unimicron Technology said that high-end ABF substrates required for AI applications are strongly...
    Wednesday 25 February 2026
    SK Hynix signals seller's market as memory prices set to climb all year
    SK Hynix, one of the world's top three memory chip makers, told investors on a recent Goldman Sachs conference call that the global memory market has fully shifted to a "seller's market,"...
    Wednesday 25 February 2026
    MLCC prices to climb as AI demand hits full capacity
    The global multilayer ceramic capacitor (MLCC) market is on the brink of a price surge as Japanese and Korean giants grapple with record demand from AI data centers. Samsung Electro-Mechanics...
    Wednesday 25 February 2026
    Apple's pricy foldable iPhone looms over smartphone panel market
    The smartphone market has been sluggish since the Lunar New Year holiday and into the traditional off-season. Prices for smartphone panels across various technologies have declined...
    Wednesday 25 February 2026
    Analog market rebalances: Texas Instruments pushes through price hikes
    Texas Instruments (TI) has raised analog chip prices in 2025, prompting several US and European peers to follow suit with similar increases.
    Wednesday 25 February 2026
    Apple's budget MacBook set for March debut as component costs increase
    Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...
    Tuesday 24 February 2026
    Memory chip shortage will last until mid-2026, says Acer CEO
    Acer chairman and CEO Jason Chen stated that the PC industry faces multiple headwinds in 2026, with both memory chips and processors experiencing shortages and price hikes. He expects...
    Monday 23 February 2026
    Lenovo hits North American partners with price increases driven by memory shortage
    Global memory supply shortages are forcing PC and server vendors to pass higher component costs on to customers, with Lenovo notifying North American partners of planned price adjustments...
    Saturday 21 February 2026
    Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains
    The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity...
    Wednesday 18 February 2026
    AI server MLCC orders double capacity; Murata considers price increase

    Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

    Wednesday 18 February 2026
    Cmsemicon's MCU price hikes open door for Nuvoton's China comeback
    Taiwan-based IC design firm Nuvoton said this week that price increases announced by Chinese microcontroller maker Cmsemicon have begun to narrow longstanding pricing gaps, prompting...
    Tuesday 17 February 2026
    EU's minimum price commitment pressures Chinese EV makers on value and pricing
    The European Commission officially introduced a minimum price commitment mechanism in mid-January 2026 for imports of battery electric vehicles (BEV) from China to Europe, as an alternative...
    Monday 16 February 2026
    Memory crunch tightens CIS capacity, pressures smartphone supply chain
    The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone...
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    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook