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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    20min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    20min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    21min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    21min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    22min ago
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    23min ago
    NEWS TAGGED PRICE
    Wednesday 5 August 2026
    Macroblock returns to profit as display demand and new products support outlook
    Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia,...
    Wednesday 5 August 2026
    Smartphone makers brace for lower volumes, higher prices, and deeper market split
    Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...
    Wednesday 5 August 2026
    Apple's India breakthrough highlights a market betting on premium over volume
    Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that,...
    Wednesday 5 August 2026
    Nanya Technology July revenue hits record as DDR4 contract prices surge

    Nanya Technology Corporation reported July 2026 revenue of NT$43.868 billion(US$1.353 billion), up 49.27% from June and marking a new...

    Tuesday 4 August 2026
    Nvidia RTX 50 graphics card prices climb as TSMC and memory costs rise
    Nvidia GeForce RTX 50 series graphics card prices in South Korea were set to rise by as much as 30% starting in August 2026 as higher wafer costs at Taiwan Semiconductor Manufacturing...
    Tuesday 4 August 2026
    Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes

    Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC)...

    Tuesday 4 August 2026
    Key material shortages prompt suppliers to prioritize three customer groups
    Taiwanese research institute Chung-Hua Institution for Economic Research (CIER) released Taiwan's manufacturing purchasing managers' index (PMI) for July 2026 on August 3. The seasonally...
    Monday 3 August 2026
    Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap
    Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...
    Monday 3 August 2026
    Xiaomi raises flagship phone prices as memory and chip costs climb
    Xiaomi raised prices on several flagship smartphones in China on August 2, including the REDMI Turbo 5, K90 series, and Xiaomi 17 series, according to Xiaomi Store. The move adds CNY300...
    Monday 3 August 2026
    Ferrari's Luce sells out 2025 quota two months after launch
    Ferrari's first all-electric sports car, Luce, sold out its annual quota of 500 units just two months after its May launch, according to the source material. The strong response, including...
    Monday 3 August 2026
    Holtek raises MCU prices by up to 20% as wafer and OSAT costs continue climbing
    Microcontroller unit (MCU) supplier Holtek Semiconductor has confirmed a broad price increase across its entire microcontroller portfolio, marking its first company-wide adjustment...
    Sunday 2 August 2026
    Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%
    Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...
    Friday 31 July 2026
    Analysis: The AI buildout stopped being a demand story

    For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...

    Friday 31 July 2026
    Rising smartphone prices are reshaping purchase plans in India
    Rising smartphone prices in India are changing how consumers plan purchases, with wider implications for brands, retailers, and buyers worldwide. Counterpoint said many shoppers are...
    Friday 31 July 2026
    Microsoft Windows price hikes add to PC cost pressure in 2026
    PC makers are facing higher costs in 2026 as memory and processor prices rise and Microsoft lifts Windows operating system prices. Vendors said the latest Windows increase averaged...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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