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Tuesday 9 June 2026
HiSilicon chip price hikes put China's AI compute supply chain back in focus
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after...
Tuesday 9 June 2026
AI demand is turning memory chips into rationed assets, Morgan Stanley says
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift...
Tuesday 9 June 2026
AI chip race lifts semiconductor equipment sales to record US$36.55bn
Global semiconductor equipment sales hit a record first-quarter 2026 high, as the AI buildout lifted investment in leading-edge logic, DRAM and advanced packaging.
Tuesday 9 June 2026
LG Innotek expands Vietnam substrate plant as AI servers strain RF-SiP supply
LG Innotek is expanding semiconductor substrate production in Vietnam as rising demand for server components reshapes capacity across the substrate industry, fueling expectations that...
Monday 8 June 2026
Molex expands in Taiwan as AI interconnect demand splits between copper and optics
Molex is building out a dual-track strategy for AI interconnects, backing both copper and optical solutions as customers pursue different deployment paths, while expanding its Taiwan...
Monday 8 June 2026
Bottlenecks for upstream digital camera components pose dilemma for supply chain players amid market renaissance
Digital camera demand has made a striking comeback as younger consumers, social media creators, and the streaming economy inject new momentum into a market many had considered obsolete...
Monday 8 June 2026
Nvidia push into AI PCs comes as smartphone market faces steep downturn
Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services...
Monday 8 June 2026
LCD TV panel prices flatten as demand cools after early stockpiling
LCD TV panel prices have stopped rising as China's 618 Shopping Festival stockpiling and sports-event demand fade, leaving global TV supply chains in a more balanced position. For...
Monday 8 June 2026
China analog IC maker Shanghai Belling raises prices by up to 30%, signaling chip market recovery
Shanghai Belling, a Chinese analog IC supplier, has announced price adjustments for some of its products starting June 9, 2026, with increases ranging from 10% to 30%. The move is...
Monday 8 June 2026
Uneec breaks into IT, liquid cooling racks on AI demand
Demand for artificial intelligence (AI) is pushing server chassis manufacturers to expand into the server rack business. Chenming Electronic Tech (Uneec) is optimistic about its rack...
Monday 8 June 2026
China launches prefabricated power hub to speed data centers, cut costs

China has launched what state media described as the world's first prefabricated computing-power hub, a modular power system designed...

Monday 8 June 2026
India tablet market grows despite memory cost pressure
India's tablet market grew 5% year-over-year in the first quarter of 2026, even as memory prices rose and macroeconomic conditions remained uncertain. For global consumers and manufacturers,...
Monday 8 June 2026
SpaceX's Google deal highlights shift from AI model ambitions to infrastructure monetization
SpaceX's multibillion-dollar cloud agreement with Google underscores a growing shift in the AI industry from building proprietary models to monetizing computing infrastructure. The...
Monday 8 June 2026
Commentary: Largan shareholder meeting to draw focus on CPO progress and handset demand
Largan Technology is set to hold its annual shareholder meeting on June 9, and investors worldwide will be watching for signals on handset demand, manufacturing capacity, and its push...
Monday 8 June 2026
T3EX expands Northeast Asia air freight to serve electronics and chip supply chains
Taiwan's T3EX Global Holdings is strengthening its Northeast Asia air freight network to capture rising logistics demand from the electronics and semiconductor supply chains, as global...