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Friday 2 January 2026

Memory shortages to persist through 2026 as AI server demand surges

Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

Friday 2 January 2026

Walsin Lihwa and Taya see copper price gains extend to 2026 on AI, EV, grid demand

Copper prices are expected to continue rising through 2026, driven by strong demand from AI data center construction, growth in the electric vehicle (EV) industry, and power grid...

Friday 2 January 2026

CXMT logs first annual profit on DRAM price rebound

ChangXin Memory Technologies (CXMT) returned to profitability in 2025, recording its first full year of net income after a rebound in...

Friday 2 January 2026

Power supply chain weighs price hikes, long-term contracts as copper price increases

In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing...

Friday 2 January 2026

Galaxy S26 mirror predecessor specs, sparking Samsung's cost-cutting strategy debate

Samsung Electronics' 2026 spring flagship smartphones, the Galaxy S26/S26 Plus, are rumored to feature specifications similar to those of the previous generation. Analysts have revealed...

Thursday 1 January 2026

China capacity expansion and weakening end-market demand prompt cost reductions for 28nm process

The 28-nanometer process has become the most popular node among mature processes. It boasts the highest utilization rates and the strongest price support. However, market conditions...

Wednesday 31 December 2025

Notebook shipment update, November 2025

Introduction

Wednesday 31 December 2025

GigaDevice Semiconductor seeks up to HK$4.68B in Hong Kong listing

Chinese chip designer GigaDevice Semiconductor is pressing ahead with plans to list its shares in Hong Kong, seeking to raise as much...

Wednesday 31 December 2025

South Korean PCB industry faces cost challenges as AI drives raw material prices up

The South Korean printed circuit board (PCB) industry is struggling as soaring gold and copper prices, up 50% and 30% respectively since early 2025, increase production costs. Despite...

Wednesday 31 December 2025

Asustek announces price hike from January 5 amid soaring memory costs

Facing severe memory shortages and rapidly rising prices, global PC brands are implementing strategies to offset cost pressures, including price increases or maintaining prices with...

Wednesday 31 December 2025

Toyota and Hotai Motor unveil multiple new models at 2026 Taipei Auto Show

Toyota Motor and its Taiwan distributor Hotai Motor introduced several refreshed and new models at the 2026 Taipei Auto Show, emphasizing diverse powertrains as their core strategy...

Wednesday 31 December 2025

Copper surge ends CCL price war between China and Taiwan

Amid rising concerns over global copper supply shortages, London Metal Exchange (LME) copper prices have surged nearly 40% since early 2025, significantly increasing cost pressures...

Tuesday 30 December 2025

Inpaq expects PC/notebook upgrade momentum to continue; CEO says component price hikes are inevitable

Passive components maker Inpaq, under Passive System Alliance (PSA), held its annual investor conference. Looking ahead, CEO Eunice Chen expects 2025 orders driven by the PC/notebook...

Tuesday 30 December 2025

Samsung Galaxy Z TriFold sees strong global sales, but high costs keep production tight

Samsung Electronics recently launched its tri-fold smartphone, the Galaxy Z TriFold. Despite its high price point, the device continues to sell strongly worldwide. However, Samsung...

Tuesday 30 December 2025

DDR4 spot prices surge 18-fold in a year; December demand cools but impact limited

Memory chip spot prices have witnessed unprecedented increases over the past year, driven by continuing shortages and supply chain adjustments. DDR4 16Gb modules have surged 18 times...

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