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Friday 30 January 2026
Apple posts historic US$143.8 billion quarter as China revenue climbs 38%

Apple has reported record financial results for its fiscal 2026 first quarter, ending December 27, 2025. The company achieved all-time highs in...

Thursday 29 January 2026
China's MCU sector trends from price cutting to margin repair
China's microcontroller (MCU) vendors have started raising prices, led by Cmsemicon's increases across MCU and related products, marking the first upward move in a market that has...
Thursday 29 January 2026
Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...
Thursday 29 January 2026
IPC cost and memory supply pressures accelerate product upgrades
The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
Wednesday 28 January 2026
LG Display returns to profitability as LCD exit takes effect
LG Display (LGD) announced that it returned to profitability in 2025, marking its first annual profit in four years since 2021. The turnaround was driven by its exit from the large-size...
Wednesday 28 January 2026
Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due...
Wednesday 28 January 2026
KGD joins memory price rally with China vendor raising prices by up to 80%
A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials...
Wednesday 28 January 2026
Ta-i Technology raises chip resistor prices from February as a cost squeeze mounts
The chip resistor supply chain is seeing another round of price hikes as major passive component manufacturers Yageo and Walsin Technology initiated the first wave. Taiwanese firm...
Tuesday 27 January 2026
Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

Tuesday 27 January 2026
Taiwan's auto suppliers race to capitalize on 15% US tariff breakthrough
Taiwan has obtained a preferential tariff rate of 15% on automotive parts under the US' Section 232 policy, prompting swift action from domestic suppliers to capitalize on improved...
Monday 26 January 2026
Rising precious metal costs prompt Taiwan LED makers to assess price hike
Rising precious metal prices are rippling through the LED industry, prompting Chinese manufacturers to issue price increase notices and pushing Taiwanese suppliers to consider similar...
Monday 26 January 2026
How rising memory prices are reshaping the smartphone supply chain

As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply...

Monday 26 January 2026
LG Electronics India receives Maharashtra eligibility certificate for incentives
LG Electronics India Limited has received an eligibility certificate from the Directorate of Industries, Government of Maharashtra, making the company eligible for incentives worth...
Sunday 25 January 2026
South Korea advances OLED and PeLED with higher efficiency and longer perovskite lifespan
The display industry, evolving from LCD to OLED, now faces cost and performance bottlenecks, driving focus on new emissive materials and novel form factors. South Korean research teams...
Friday 23 January 2026
15% relief without reassurance: Taiwan's auto industry after the tariff talks
As the initial results of trade negotiations between Taiwan and the US emerged in early 2026, a long-standing cloud over Taiwan's industrial sector appeared, at least briefly, to lift...