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Thursday 18 December 2025
Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026
After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...
Wednesday 17 December 2025
Sapien breaks into Meta's AR supply chain, challenging China's grip on smart glasses components
South Korean IC design house Sapien Semiconductor is emerging as a disruptor in the global smart glasses supply chain, after reports that it will supply display backplanes for Meta's...
Wednesday 17 December 2025
Polytronics bets on 2026 turnaround as US defense orders rebound

Taiwan-based circuit protection component maker Polytronics said its business likely hit a trough in 2025 and is poised for recovery next...

Wednesday 17 December 2025
Sixxon Tech shifts gears, ramps up industrial, medical, and energy focus to reduce auto reliance
Taiwan-based component supplier Sixxon Tech reported broad-based revenue growth across all product lines in the first three quarters of 2025 and outlined an expansion-driven strategy...
Wednesday 17 December 2025
Viking raises thin-film inductor prices by 10-40% in 1Q26 amid surge in metal cost and network demand
Viking Tech, a leading automotive-grade thin-film resistor manufacturer, announced it will increase prices for its thin-film inductors by 10% to 40% starting in the first quarter of...
Tuesday 16 December 2025
Apple braces for DRAM cost surge as Korean suppliers reprice contracts
Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component...
Friday 12 December 2025
AI server demand propels MLCCs into strategic role in passive components market
As the demand for cloud artificial intelligence (AI) infrastructure rapidly grows, multilayer ceramic capacitors (MLCCs) have emerged as one of the top cost contributors in AI server...
Thursday 11 December 2025
Qualcomm acquires Ventana Micro Systems to strengthen RISC-V CPU capabilities
Qualcomm has acquired Ventana Micro Systems Inc., a move aimed at bolstering its capabilities in the RISC-V instruction set architecture (ISA) and custom CPU development. The acquisition...
Monday 8 December 2025
Apple poised to overtake Samsung in 2025 smartphone shipments
Samsung Electronics is facing mounting challenges in the global smartphone market, with Apple poised to overtake the top spot in shipment volume in 2025 amid rising exchange rate pressures...
Thursday 4 December 2025
PC makers face 20% price hikes amid worsening memory shortage
PC manufacturers are planning significant price increases on 2026 models as an acute shortage of conventional memory chips, driven by soaring demand for artificial intelligence hardware,...
Thursday 4 December 2025
Commentary: Why Onsemi, STMicro, and Nvidia are all converging on Innoscience's GaN factory floor
Onsemi and Innoscience have signed a memorandum of understanding to expand mass production of GaN power devices using Innoscience's mature 8-inch GaN-on-silicon technology. Onsemi...
Tuesday 2 December 2025
Samsung Electro-Mechanics to expand AI server MLCC production at Philippine plant in 2026
Samsung Electro-Mechanics is set to increase its AI server multilayer ceramic capacitor (MLCC) production by expanding capacity at its Calamba City plant in the Philippines starting...
Saturday 29 November 2025
Taiwan optics firms shift to AR glasses as China cuts costs
Taiwan's optical component makers are stepping up spending on augmented reality glasses to capture rising demand worldwide, while Chinese competitors accelerate development of cheaper,...
Wednesday 26 November 2025
DDR4 supply crunch pressures margins for industrial and consumer electronics
The ongoing shortage of memory chips is sending ripples through the industrial-computer, networking, and consumer-electronics sectors, raising costs and straining profit margins. Several...
Wednesday 26 November 2025
iPhone 17 sales surge lifts market outlook as Chinese flagships intensify pushback
Apple's iPhone 17 series has seen strong sales momentum, lifting expectations for fourth-quarter smartphone demand in 2025. But market attention is shifting to whether Chinese brands...