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Thursday 29 October 2026
China's auto supply chain shifts from price wars to value competition
China's cooling auto price war is creating an opportunity for the automotive supply chain to upgrade, as regulators tighten oversight of the new energy vehicle (NEV) industry and curb...
Thursday 29 October 2026
Memory surge leaves CPI stable, hits consumer electronics hardest
Soaring memory prices have pushed some IC design firms to develop and manufacture their own SRAM as a substitute for DRAM, while electronics assemblers and brand manufacturers that...
Thursday 29 October 2026
Niche memory price rally lifts Ingenic's third-quarter profit 2,595%
The global memory shortage is no longer lifting only the commodity DRAM giants. Ingenic Semiconductor, a Beijing-based fabless chip designer whose memory chips go mainly into cars,...
Thursday 29 October 2026
Taiwan plans carbon fee-ETS dual approach to tackle emissions
Taiwan's carbon pricing system is entering a new phase after collecting its first carbon fees in 2026 from 240 companies and 461 factories, generating approximately NT$4.97 billion...
Thursday 29 October 2026
Asus sees commercial PC prices rising nearly 10% in 2H26
Asus expects commercial PC prices in Taiwan to rise nearly 10% in the second half of 2026 after surging almost 30% in the first half, as higher memory and processor costs continue...
Wednesday 28 October 2026
Apple leans on AI silicon as reviewers call its Mac refresh incremental, question iPad mini pricing
Apple's late-October hardware updates put on-device artificial intelligence at the center of devices that otherwise change little, as rising memory costs push prices higher. The new...
Wednesday 28 October 2026
Goke Microelectronics raises KGD packaging prices again
China-based IC design firm Goke Microelectronics will raise prices for its Known Good Die (KGD) packaged products by US$0.5 to US$1.5 per unit from November 2026, depending on capacity...
Tuesday 27 October 2026
China supply-chain price hikes strain domestic demand
China’s semiconductor and electronics supply chains are reporting a wave of price increases, from Goke Microelectronics raising quotes for hybrid-packaged memory products to...
Tuesday 27 October 2026
DRAM price gains fall short as supply shrinks up to 50%
DRAM price growth has slowed sharply in the fourth quarter of 2026, but severe supply shortages are intensifying as manufacturers continue to restrict shipments. Industry sources expect...
Tuesday 27 October 2026
India's smartphone shipments hit a decade low in 3Q26 amid rising prices
India's smartphone shipments fell 20% year over year in the third quarter of 2026, reaching a decade low as higher memory costs pushed device prices up. The downturn highlights affordability...
Tuesday 27 October 2026
India sets October 2028 target for homegrown smartphone brand
India's electronics and IT minister, Ashwini Vaishnaw, has set October 23, 2028, as the date by which the country will have mobile phones that are designed, manufactured, and branded...
Friday 23 October 2026
Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain
Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive...
Friday 23 October 2026
Commentary: How long can the humanoid robot bubble last? Unitree's valuation correction puts physical AI to the test
Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive...
Friday 23 October 2026
ChainSea Information Integration lists, targets AI revenue growth by 2027
Digital transformation services provider ChainSea Information Integration will list on the Taipei Exchange on October 23 at an underwriting price of NT$60 (US$1.85) per share, as it...
Friday 23 October 2026
Western Digital bets on pricing and HAMR, not new capacity, as Toshiba plans to double output
Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call,...