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Saturday 7 February 2026
Lead frame supplier CWTC reaches 40-month revenue high in January

Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

Friday 6 February 2026
Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes
Samsung Electronics' foundry business is reportedly preparing price increases for certain process technologies, including 4nm and 8nm nodes, with hikes reportedly around 10%. Despite...
Friday 6 February 2026
PC makers reportedly eye China DRAM for the first time as global memory supply tightens
Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin...
Friday 6 February 2026
AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink
The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping...
Friday 6 February 2026
ASE expects advanced packaging and testing revenue to double in 2026
OSAT leader ASE Technology Holding is optimistic that its growth momentum will extend through 2026 and beyond, benefiting from the short supply of advanced packaging and testing capacity...
Friday 6 February 2026
Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26
Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...
Friday 6 February 2026
Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26
The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...
Friday 6 February 2026
Lite-on Tech wins approval to acquire U-Media; benefits to show within 1 year
Lite-on Technology announced on January 21 that it would publicly acquire all issued common shares of U-Media at a cash price of NT$54 (US$1.69) per share. The acquisition was approved...
Thursday 5 February 2026
SiTime to buy Renesas timing unit for US$3 billion
SiTime said it will acquire assets related to Renesas Electronics' timing business in a transaction valued at about US$3 billion, as the Japanese chipmaker narrows its focus on embedded...
Thursday 5 February 2026
Packaging costs rise as Chinese MCU makers push price hikes despite weak demand
Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price...
Thursday 5 February 2026
Adata sees January revenue nearly triple, as memory prices hold in 2026
The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...
Wednesday 4 February 2026
AI upgrades intensify high-capacity NOR Flash shortages; SLC and MLC become scarce commodities
Benefiting from specification upgrades in AI servers and switches, the content per box of NOR Flash is set to grow by multiples, with high-capacity specifications likely to face severe...
Wednesday 4 February 2026
Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch
Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially...
Wednesday 4 February 2026
PC price hikes in 2026 challenge IC design houses to rely on spec upgrades
Major PC brands and chip suppliers have recently warned that price increases for PC products in 2026 are likely unavoidable. Rising costs of memory and many other components continue...
Wednesday 4 February 2026
China leads the humanoid robot supply chain, with 2026 sales forecast to jump
Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...