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Thursday 18 December 2025
Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025
SK hynix First to Complete Intel Data Center Certification for 256GB DDR5 RDIMM

Seoul, December 18, 2025 – SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has become the first in the industry to complete the Intel...

Thursday 18 December 2025
Micron hikes FY26 capex to US$20b to accelerate HBM and US fab output
Micron Technology is ramping up capital spending to address tightening memory supply, raising fiscal 2026 capex to about US$20 billion as it accelerates investments in high-bandwidth...
Thursday 18 December 2025
Micron says fab start-up costs to have limited impact on gross margins despite expansion push
Micron Technology signalled confidence in sustaining elevated gross margins as its memory portfolio shifts further toward high-value products, even as new fab investments begin to...
Thursday 18 December 2025
Micron's blowout quarter underscores tightening memory supply and rising AI leverage
Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...
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...
Thursday 18 December 2025
MilDef Crete to double rugged PC output amid defense order surge
MilDef Crete, a Taiwan-based maker of rugged computers, is accelerating a major capacity expansion as rising global defense spending fuels a surge in military orders, positioning...
Wednesday 17 December 2025
UMC backs Unimicron expansion to reinforce IC substrate supply as AI demand rises

United Microelectronics Corporation (UMC) announced on December 17 that it will participate in the capital increase of its affiliate, IC...

Wednesday 17 December 2025
Samsung tri-fold phone sees strong sales despite high repair costs
Samsung Electronics' newly launched tri-fold smartphone, the Galaxy Z Tri Fold, has generated robust initial demand despite concerns over its steep repair fees. The device sold out...
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
Electronics suppliers shift to flexibility amid rising geopolitical risks
Global electronics suppliers entered 2025 expecting a gradual recovery after a prolonged inventory correction. But persistent geopolitical tensions, supply constraints linked to artificial...
Wednesday 17 December 2025
MSScorps eyes rebound as angstrom-era and silicon photonics demand surges
MSScorps signaled a business recovery on Wednesday following a midyear lull, citing surging demand for angstrom-era semiconductor manufacturing and silicon photonics as key drivers...
Wednesday 17 December 2025
15 nuclear reactors expected to be added in 2026 to fuel AI data centers
A recent report from Bloomberg New Energy Finance (BNEF) states that the global nuclear industry is expected to commission fifteen nuclear reactors in 2026, adding approximately 12GW...
Wednesday 17 December 2025
Memory shortages threaten to cut panel demand in 2026
Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable,...
Wednesday 17 December 2025
Viking Tech's alloy resistors win major OBC order, extended material lead times push volume shipments to 2Q26
Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues...