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Friday 24 April 2026
Analysis: Energy costs drive shift towards hybrids and EVs
Rising geopolitical tensions and the resulting surge in energy prices have pushed global crude oil costs higher, intensifying what some analysts describe as "green inflation" as higher...
Friday 24 April 2026
GMI pursues vertical integration amid surging AI leasing demand
GMI Technology is transitioning from its role as an electronics distributor into an AI technology integration and application company, building vertically integrated capabilities from...
Friday 24 April 2026
PC chipmakers warn CPU shortages cloud 2026 shipment outlook
CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe...
Friday 24 April 2026
China chipmaker scales beyond security ICs into AI, automotive

Unigroup Guoxin Microelectronics reported steady growth in 2025, reinforcing its position across specialty ICs and security chips while...

Thursday 23 April 2026
Samsung and LG turn to AI at WIS 2026 to tackle sluggish consumer electronics market
Faced with declining hardware sales as high interest rates and shrinking demand crunch the global consumer electronics market, Samsung Electronics and LG Electronics are pursuing strategies...
Thursday 23 April 2026
Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021
Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers...
Thursday 23 April 2026
SK Hynix to shift over half of NAND output to 321-layer chips
SK Hynix said it plans to expand production of its latest 321-layer NAND chips, as demand for AI applications leads to increased adoption of high-capacity enterprise storage.
Thursday 23 April 2026
SK Hynix dismisses peak fears, points to structural memory upcycle

SK Hynix said the current strength in memory pricing reflects structural changes in demand, pushing back against concerns that recent...

Thursday 23 April 2026
SK Hynix flags persistent HBM shortage as demand outpaces supply
SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...
Thursday 23 April 2026
Parade offsets weak PC demand with TTED, high-speed, and automotive growth
Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...
Thursday 23 April 2026
LandMark sees profit soar 650% in 1Q26, secures deal for 5-year InP substrate supply
Driven by strong artificial intelligence (AI) and silicon photonics (SiPh) demand, optical communications epitaxy manufacturer LandMark Optoelectronics reported a more than sixfold...
Thursday 23 April 2026
Samsung and SK Hynix race to upgrade China chip plants as NAND demand surges
As the artificial intelligence boom reshapes global computing demand, the memory chip industry is entering a new phase of strain and restructuring — one in which both DRAM and...
Thursday 23 April 2026
TSMC to open Arizona packaging facility by 2029, signals caution on high-NA EUV
TSMC is accelerating its advanced packaging expansion in the US while maintaining a conservative stance on next-generation lithography, as the company balances cost pressures, AI-driven...
Thursday 23 April 2026
IBM reports steady AI-driven growth despite facing software momentum questions
Analysts said IBM continues to show stable underlying revenue growth supported by artificial intelligence adoption and hybrid cloud demand. Its unchanged full-year outlook and softer...
Thursday 23 April 2026
Lam Research signals sustained AI-driven momentum as WFE outlook improves
Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial...