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Friday 26 June 2026
Analysis: Why Apple can't wait out this memory shortage
Apple raised prices across its Mac and iPad lineup on June 25, and the timing wasn't a choice so much as a deadline.
Friday 26 June 2026
Apple's rare price hikes signal AI memory boom is reshaping consumer electronics

Before the price hikes became official, Apple had already warned investors that soaring memory costs would increasingly pressure margins...

Friday 26 June 2026
China power semiconductor makers raise prices as AI and vehicle demand grows
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader...
Friday 26 June 2026
Taiwan drone makers pivot to non-China supply chains to win overseas markets
Taiwanese drone manufacturers are accelerating their expansion into overseas markets as domestic defense and program budgets remain unstable, executives said, making international...
Thursday 25 June 2026
Kioxia sees Apple fuel NAND memory supercycle, sets sights on US market
Kioxia is preparing to enter the US capital market through American depositary shares (ADS) in the first quarter of fiscal 2027, just as its latest annual report points to accelerating...
Thursday 25 June 2026
Automotive memory and LFP material costs surge, impact seen with Chinese automakers
Surging prices for automotive memory and lithium carbonate, a key upstream material for lithium batteries, have become a challenge regarding Chinese automakers' profit margins this...
Thursday 25 June 2026
AI server demand drives sharp price gains in high-end MLCCs
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly...
Thursday 25 June 2026
IC design firms race to secure packaging capacity
IC design firms are scrambling to expand their partner networks as tight packaging and testing capacity remain the most pressing bottleneck in the supply chain. Companies in Taiwan,...
Thursday 25 June 2026
SK Hynix eyes record Nasdaq ADR to fund AI memory expansion

SK Hynix said on June 24 its board approved a plan to issue new shares backing American Depositary Receipts on the Nasdaq Global Select...

Thursday 25 June 2026
Taiwan-US tariff deal cuts auto parts duties to 15% and reshapes supply chains
Taiwan's agreement with the US to cap tariffs on auto parts at 15% is prompting suppliers to rethink production and shipping plans, with implications that extend beyond the island's...
Wednesday 24 June 2026
MediaTek price hike signals broader cost pressure for Taiwan IC design houses
Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have...
Wednesday 24 June 2026
Asus keeps 2026 notebook shipment target steady as commercial and service demand supports growth
Asus said it kept its 2026 notebook shipment target unchanged, citing stronger commercial demand and expanded after-sales services as the reasons it could aim for growth despite a...
Wednesday 24 June 2026
AI robot paths split as humanoid prices plunge, industrial orders hit record

China's Unitree Robotics has slashed its humanoid robot prices sharply, in stark contrast to the industrial robot market, where prices...

Tuesday 23 June 2026
Nippon Sanso raises helium prices over 30% on Middle East instability-driven supply crunch

Industrial gas manufacturer Nippon Sanso Holdings announced it will raise prices for all helium products in the Japanese market starting...

Tuesday 23 June 2026
MediaTek issues official price hike notice, products facing supply constraints likely to increase first
Taiwanese IC design leader MediaTek has sent a price hike letter to customers, signaling that the current wave of chip price increases is sweeping across the semiconductor market and...