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Monday 25 May 2026

BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5

China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than...

Monday 25 May 2026

AI spending forces enterprises to shorten SaaS deals and demand new pricing protections

Rising enterprise investment in AI tools is prompting customers to compress traditional software-as-a-service contracts and extract stronger commercial protections, executives and...

Monday 25 May 2026

China's EV price war gives way to rising costs

China's electric-vehicle market is entering an unfamiliar phase: cars are getting more expensive.

Sunday 24 May 2026

China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand

China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...

Friday 22 May 2026

WPG Holdings flags server supply gaps amid memory price hikes, 800V shift

Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum,...

Friday 22 May 2026

Tech Forum 2026: As notebook and smartphone sales slow, AI devices take a larger share

Global notebook and smartphone shipments are expected to weaken in 2026, but AI-enabled devices are set to take a larger share of both...

Thursday 21 May 2026

GigaDevice sees niche DRAM and NAND prices rising through 2026

GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...

Wednesday 20 May 2026

Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices

Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...

Wednesday 20 May 2026

Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says

South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening...

Wednesday 20 May 2026

Phison taps overseas bond market for US$800 million storage push

Phison Electronics has completed pricing for its first overseas unsecured convertible bond sale, raising US$800 million as the NAND controller...

Tuesday 19 May 2026

Foundry, test costs push PMIC price hikes toward 12-inch wafers

Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for...

Tuesday 19 May 2026

ITE Tech awaits PC, NB visibility as price hikes begin in 2H26

ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets,...

Tuesday 19 May 2026

Samsung, SK Hynix face chipmaking chemical squeeze as China feedstock costs surge

Prices for semiconductor-grade hydrogen fluoride supplied to Samsung Electronics and SK Hynix are expected to rise sharply between late June and July, as higher costs for a key China-sourced...

Tuesday 19 May 2026

AI data centers still lack cost case to replace HDDs with SSDs, says former Western Digital EVP

AI-driven memory demand has sent NAND prices soaring more than 20-fold, but flash memory and hard drive makers alike remain cautious about large-scale capacity expansion. An industry...

Monday 18 May 2026

Pan Jit AI revenue hits 11% as orders stretch 6 months

Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook