China's Ministry of Commerce (MOFCOM) has tightened export controls on dual-use items to Japan, underscoring the growing strategic role of rare earth elements amid complex geopolitical...
China's major smartphone manufacturers are revising their 2026 shipment forecasts downward amid tightening memory supply and surging prices, according to Jiemian News. Xiaomi,...
Leading smartphone system-on-chip (SoC) manufacturers will fully adopt the 2nm process node in 2026, a move expected to significantly increase production costs and reshape competitive...
Cloud service providers (CSPs) are significantly increasing capital expenditures, continuously investing in high-end AI servers and deploying cloud AI computing projects. This surge...
Vivo has recently shown strong performance driven by robust sales of its X300 smartphone series. However, as the company looks to 2026, industry analysts warn that it will encounter...
Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable...
In early 2026, global memory prices continued their steep climb, intensifying cost pressures on the consumer electronics industry. This trend has sparked a notable shift in China's...
NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...
The recent Taiwan-US tariff agreement, establishing a reciprocal 15% tariff rate under the most-favored-nation (MFN) principle without stacking, marks a significant development for...
"Physical AI"—the fusion of artificial intelligence with machines that move, sense, and act in the real world—emerged as a defining theme at CES 2026, where Chinese robotics...
TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
Geopolitics has become an unavoidable force shaping business decisions in 2026. Shifting tariff policies under President Donald Trump have pushed global supply chains away from pure...
With shipments of application-specific integrated circuits (ASICs) and XPUs expected to rise sharply in 2026, AI accelerators are set to continue relying on fifth-generation high-bandwidth...
The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...
Server ODM Quanta Computer is aggressively expanding production, with the expectation that capacity will double again by the end of 2026. Quanta's Executive Vice President and Quanta...
