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Saturday 17 January 2026
NAND makers hike prices up to 100%, squeezing low-end consumer drives
The large-scale deployment of artificial intelligence servers has driven a sharp increase in demand for mass storage, with market sources saying NAND flash contract prices for the...
Saturday 17 January 2026
TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt
Tight memory supply has driven market prices sharply higher, prompting industry expectations that 2026 PC and smartphone end-demand will face downward pressure. However, TSMC stated...
Friday 16 January 2026
China's solar braces for 2Q26 shakeout as export tax rebate ends
China's solar industry is heading into a volatile period as an impending export tax policy change exposes structural strains across the supply chain, increasing the risk of a market...
Friday 16 January 2026
Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages
The surge in artificial intelligence (AI) applications has pushed cloud service providers to increase capital expenditures on data centers, prompting major memory manufacturers to...
Friday 16 January 2026
Micro LED, robotics, photonics lift LED industry from price wars
The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...
Friday 16 January 2026
Memory supply shortage to boost secondhand smartphone market growth
The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...
Thursday 15 January 2026
Llvision focuses on real-time translation over full-featured smart glasses
Despite AR devices and smart glasses moving towards more specialized and precise vertical applications, Chinese startup Llvision is moving in a different direction. CEO Fei Wu said...
Thursday 15 January 2026
Smartphone panel prices hit by memory price surge
Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak...
Thursday 15 January 2026
Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
Global memory shortages are expected to continue until late 2027, leading to higher costs for PCs, tablets, and smartphones. In an interview with The Register, IDC research...
Thursday 15 January 2026
Intel CPU squeeze forces Asus Chromebook shift to MediaTek

For several months, the global memory market has been hit by severe supply shortages and rapid price increases. As memory makers shift...

Thursday 15 January 2026
EU implements minimum price mechanism for Chinese electric vehicles, reshaping competition in Europe
The EU has introduced a minimum price commitment mechanism for Chinese battery electric vehicles (BEVs), fundamentally altering the competitive landscape in Europe. This move shifts...
Thursday 15 January 2026
EU minimum-price rule shifts China EV dispute from tariffs to head-to-head competition
The EU has replaced tariffs on Chinese battery electric vehicles (BEVs) with a "minimum price commitment" mechanism, signaling a shift in the ongoing trade dispute from border barriers...
Thursday 15 January 2026
EU adopts minimum price commitment to manage Chinese electric vehicle expansion
The EU has introduced a minimum price commitment mechanism to address the ongoing tariff dispute with China over battery electric vehicles (BEVs). This shift comes after months of...
Tuesday 13 January 2026
Memory price surge spares Nintendo's Switch 2 so far; lower-priced model faces headwinds
Nintendo president Shuntaro Furukawa said the supply of the company's Nintendo Switch 2 game console has been stabilizing globally, though Japan continues to trail other markets, as...
Tuesday 13 January 2026
Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...