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    AI memory shortage may lift smartphone prices in 2H26
    Jul 20, 18:25
    Zeiss claims China cannot bypass EUV with advanced packaging
    Jul 20, 18:25
    Samsung reportedly bets on Wide Fold as Apple’s foldable iPhone nears
    Jul 20, 18:25
    Taiwan PCB makers expand into Southeast Asia on supply chain shifts and AI demand
    Jul 20, 18:25
    China's solar industry has posted losses for three straight years amid excess capacity
    Jul 20, 18:25
    NEWS TAGGED PRICE
    Tuesday 21 July 2026
    Samsung, SK Hynix prioritize DDR5 as margins near HBM levels

    Samsung Electronics and SK Hynix are reportedly allocating additional or flexible DRAM production capacity to server DDR5 and other...

    Friday 17 July 2026
    Power component prices keep rising as supply tightens

    Power semiconductor makers say prices are still being adjusted as upstream raw material costs rise and AI-driven high-margin products...

    Friday 17 July 2026
    Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
    Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add...
    Friday 17 July 2026
    AI-driven chip price increases put automakers on alert as shortages stay limited
    Semiconductor suppliers have begun rolling out one to two rounds of price increases and tighter allocations in the first half of 2026 as demand from GenAI, geopolitical tensions and...
    Friday 17 July 2026
    Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages
    Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability...
    Friday 17 July 2026
    Memory suppliers push prices higher as Apple and automakers face tighter supply
    Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has...
    Thursday 16 July 2026
    OnePlus's rumored Western exit signals deeper strain from the memory crisis for phone brands

    OnePlus, an Android brand that once cultivated a devoted following among enthusiasts, is reportedly preparing to cease operations in...

    Thursday 16 July 2026
    Commentary: Chip lead times extend as cloud AI squeezes capacity
    Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched...
    Thursday 16 July 2026
    ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power
    An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...
    Thursday 16 July 2026
    Samsung may scale back foldable storage upgrades as memory costs rise
    Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South...
    Thursday 16 July 2026
    ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
    During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
    Thursday 16 July 2026
    TPV Technology expects first-half loss as costs rise and global competition intensifies
    TPV Technology said it expects to remain in the red in the first half of 2026, underscoring how higher materials costs, supply chain shifts, and intense price competition could continue...
    Wednesday 15 July 2026
    PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
    Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...
    Wednesday 15 July 2026
    AI computing demand lifts fiber prices and volume

    AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion...

    Tuesday 14 July 2026
    Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

    As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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