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Friday 10 April 2026

Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

As global corporations accelerate spending on artificial intelligence (AI) infrastructure, supply constraints are no longer limited to...

Friday 10 April 2026

Inventec posts record March and 1Q26 revenue on AI server strength

Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...

Thursday 9 April 2026

Memory shortage persists, ASPs surge up to fivefold, says module maker chief

Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand.

Thursday 9 April 2026

Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the...

Thursday 9 April 2026

CXMT IPO delay eases DRAM supply risks, supports pricing cycle

China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...

Thursday 9 April 2026

Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks

After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to...

Thursday 9 April 2026

China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle

Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...

Wednesday 8 April 2026

Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26

Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million),...

Wednesday 8 April 2026

China intervenes in memory supply; Apple outpaces local smartphone vendors

Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...

Wednesday 8 April 2026

SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals

After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence...

Wednesday 8 April 2026

Apple leverages supply chain advantage to boost market share despite AI lag

As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...

Wednesday 8 April 2026

Rising gallium costs force price increases across GaAs chip supply chain

Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

Wednesday 8 April 2026

Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26

Industry sources reveal that polarizer manufacturers are preparing a price hike starting in the second quarter of 2026, with increases beginning at 10%, though final approval remains...

Tuesday 7 April 2026

PCB bottlenecks, freight costs push electronics prices higher

The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...

Tuesday 7 April 2026

Formosa Plastics denies cutting PE supply amid US-Iran conflict, confirms March output increase

Impacted by the conflict in the Middle East, Taiwan has recently reported a shortage of plastic bags, raising questions about whether Formosa Plastics Group deliberately reduced production...

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Feb 9, 08:00

iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook