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Thursday 7 May 2026
China token prices rise while US hyperscalers flood AI infrastructure
Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue...
Thursday 7 May 2026
Supply chain walks pricing tightrope as AI demand lifts costs

The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into...

Thursday 7 May 2026
Memory hikes slow telecom orders, but network chipmakers stay upbeat
Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...
Wednesday 6 May 2026
VIS sees stronger growth in the AI boom and pricing power
Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...
Wednesday 6 May 2026
RichWave sees Wi-Fi 7 growth outrunning memory price pressure
Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs...
Wednesday 6 May 2026
China's cloud providers raise AI prices as model usage surges
Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...
Wednesday 6 May 2026
Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double
Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for global notebook, server, and satellite power markets, as the company forecasts second-quarter...
Wednesday 6 May 2026
TV panel prices stall as China cuts output to defend prices
The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as global sports-event demand fades, pre-stocking cycles for China's 618 shopping festival...
Tuesday 5 May 2026
Memory price hikes push smartphone shipments down more sharply than notebooks
Rising memory prices have squeezed handset demand and are expected to widen the gap between smartphone and notebook shipment declines in 2026, according to industry reports. Global...
Tuesday 5 May 2026
Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...
Monday 4 May 2026
Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

Monday 4 May 2026
Holtek raises low-margin MCU prices, expands AI server cooling and optical comms
Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment...
Friday 1 May 2026
China's US$1M Nvidia AI servers expose global chip squeeze

Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now...

Friday 1 May 2026
Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens
Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...
Thursday 30 April 2026
UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...