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Thursday 18 December 2025

AI servers and semiconductors drive Taiwan PCB peak season; TPCA forecasts 11% growth in 2025

Taiwan's printed circuit board (PCB) industry is set for robust growth in 2025, supported by strong demand from AI servers amid a weakening traditional smartphone market. The Taiwan...

Thursday 18 December 2025

China hikes drone part prices to Russia amid growing reliance

Chinese suppliers have significantly increased the prices of drone components and dual-use technology exported to Russia, according to trade data that highlights Moscow's growing...

Thursday 18 December 2025

Rising memory and wafer costs to weigh on 2026 smartphone shipments, Counterpoint Research says

The smartphone market is expected to contract in 2026 as rising costs for memory and advanced process wafers drive manufacturers to reconsider pricing and specifications, according...

Thursday 18 December 2025

China's polarizer consolidation cools capacity growth, easing price pressure in 2026

China hosts the world's largest display panel capacity, pulling upstream suppliers into an increasingly concentrated ecosystem. In polarizers, a string of acquisitions has pushed...

Thursday 18 December 2025

Acer's Highpoint Service Network lists in Taiwan, taps second growth engine

Highpoint Service Network (HSN), a multi-brand after-sales service integrator under the Acer Group, officially began trading on Taiwan's over-the-counter (OTC) market on December...

Thursday 18 December 2025

The price of 'China Speed': Auto suppliers squeezed in a brutal price war

For the global automotive electronics industry, the Chinese market has become a glittering trap: a massive, indispensable arena of innovation that is simultaneously cannibalizing...

Thursday 18 December 2025

Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025

Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026

After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...

Wednesday 17 December 2025

UMC backs Unimicron expansion to reinforce IC substrate supply as AI demand rises

United Microelectronics Corporation (UMC) announced on December 17 that it will participate in the capital increase of its affiliate, IC...

Wednesday 17 December 2025

Samsung tri-fold phone sees strong sales despite high repair costs

Samsung Electronics' newly launched tri-fold smartphone, the Galaxy Z Tri Fold, has generated robust initial demand despite concerns over its steep repair fees. The device sold out...

Wednesday 17 December 2025

Viking raises thin-film inductor prices by 10-40% in 1Q26 amid surge in metal cost and network demand

Viking Tech, a leading automotive-grade thin-film resistor manufacturer, announced it will increase prices for its thin-film inductors by 10% to 40% starting in the first quarter...

Tuesday 16 December 2025

OpenAI swaps equity for Disney IP to enhance Sora

Walt Disney and OpenAI have reached a cooperation agreement under which Disney licenses its classic characters for use on Sora, OpenAI's video generation platform. Bloomberg...

Tuesday 16 December 2025

Acer CEO urges firms to boost resilience amid memory price surge

Acer chairman and CEO Jason Chen has pointed out that soaring memory prices have triggered ripple effects across the market, driving up costs and retail prices, which in turn impact...

Tuesday 16 December 2025

Notebook market may see second consecutive year of seasonal demand distortion in 2026

The notebook market is expected to encounter an unusual shift in seasonal demand for a second consecutive year, with 2026 poised to replicate the disruption seen in 2025. While geopolitical...

Monday 15 December 2025

HDD prices see largest increase in eight quarters, with surging demand in China and US markets

The traditional hard disk drive (HDD) market experienced a rare sharp price surge in recent years. In contract price negotiations for the fourth quarter of 2025, HDD product prices...

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