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Thursday 18 June 2026
Tim Cook says Apple price hikes are unavoidable as AI squeezes memory supply

In an exclusive interview with The Wall Street Journal, Apple CEO Tim Cook made an unusually blunt admission. The company is...

Thursday 18 June 2026
Clevo PC shipments grow against trends, targeting double-digit on-year growth
PC shipments have been affected by shortages and price increases for memory and processors, and market research firms generally expect full-year 2026 shipments to decline by double...
Thursday 18 June 2026
Nichicon raises e-cap prices as supply tightens, costs increase
Japanese capacitor manufacturer Nichicon has announced a broad price hike for aluminum electrolytic capacitors (e-cap), as order volumes for some products have exceeded the company's...
Thursday 18 June 2026
Acer builds inventory to record high; price increases slowing
Acer Chairman Jason Chen said that PC shipments may decline in the second half of 2026. However, as average selling prices (ASP) continue to rise, the overall impact on revenue should...
Thursday 18 June 2026
Taiyo Yuden to boost AI server MLCC capacity, resists price hikes

Taiyo Yuden is preparing to accelerate production of multilayer ceramic capacitors, or MLCCs, as AI servers and hyperscale data centers...

Thursday 18 June 2026
Interview: MicroLED and SiPh eye 3.2T AI data race
The AI wave is rapidly reshaping the global semiconductor supply chain, and that upheaval is opening a new growth chapter for Taiwan's LED industry. As Taiwan's LED makers move away...
Wednesday 17 June 2026
Snap unveils Specs AR glasses as AI wearables market expands

Snap unveiled its new Specs augmented reality (AR) glasses at the Augmented World Expo on June 16. Its offering comes at a time when...

Wednesday 17 June 2026
Samsung, SK Hynix suppliers seek war-cost payback after US-Iran shock drains chip materials inventory

Semiconductor materials suppliers are moving to rebuild depleted inventories and recover sharply higher costs from Samsung Electronics,...

Wednesday 17 June 2026
Huawei raises end-consumer product prices from July
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing...
Tuesday 16 June 2026
Qualcomm weighs Tenstorrent deal that could reach US$10 billion

Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Information reported, citing a person with direct...

Tuesday 16 June 2026
Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity...

Tuesday 16 June 2026
Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty...

Tuesday 16 June 2026
AI chip race sends WF6 prices soaring after Japan supply shock
Global expansion in AI chips, advanced logic processes, and multilayer 3D NAND flash memory is driving demand for tungsten hexafluoride (WF6), a critical electronic specialty gas used...
Monday 15 June 2026
Walsin sees passive component crunch stretching into 2028 as memory shortages weigh

Walsin Technology expects the tight supply of passive components could last into 2028, as demand from AI infrastructure, automotive...

Saturday 13 June 2026
SK Hynix weighs supplier price hikes as HBM boom lifts equipment makers

SK Hynix is reviewing rare price increase requests from several tier-one equipment suppliers, a sign that the high-bandwidth memory...