DDR4 memory is experiencing a sharp rise in both price and volume due to tight supply, driving strong inventory replenishment momentum. This has rapidly heated up orders across the...
As the industry enters the fourth quarter of 2025, IT panels are moving into their traditional off-season. With inventory buildup largely completed, demand momentum is fading, and...
Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...
Taiwanese memory makers have emerged as major beneficiaries of the recent DDR4 supply shortage, which has driven rapid price increases. Companies like Nanya and Winbond saw significant...
The US Inflation Reduction Act (IRA) officially ended the US$7,500 electric vehicle (EV) tax credit on September 30, 2025. However, General Motors (GM) and Ford have leveraged their...
Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application...
NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...
After order adjustments in the second quarter of 2024, inventory levels among LCD TV brand vendors have declined. At the same time, panel prices remain at low points, further encouraging...
Despite facing global end-market inventory adjustments and rising geopolitical uncertainties, Taiwan's printed circuit board (PCB) supply chain is shifting its capital expenditure...
Memory spot prices surged in the second quarter of 2025 but have since stabilized at high levels. DDR4 supply remains constrained, yet the earlier rush to secure inventory has eased,...
Taiwan's chip design firms say second-quarter results point to a clear trend, with inventories climbing in value even as turnover days hold steady. Executives say the increase is...
Qisda held its earnings call on August 14, revealing that its second-quarter revenue was boosted by customers pulling forward orders as a precaution against anticipated US tariffs...
