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NEWS TAGGED MARKET
Monday 16 March 2026
Global smartphone AP industry, 4Q 2025

Introduction

Monday 16 March 2026
DRAM prices surge 180% as HBM competition shifts to profitability
DRAM and NAND flash prices have soared by as much as 180% since the Lunar New Year, amid worsening memory chip supply shortages that are expected to persist at least until late 2027...
Monday 16 March 2026
IC design houses push 12-inch chips as 8-inch process price hikes loom
The chip market is facing a wave of price increases, with IDM companies issuing hike notices and foundries preparing to raise prices for the 8-inch wafer process amid current supply-demand...
Monday 16 March 2026
Sino-American Silicon advances MWT BC cells for space solar market
Sino-American Silicon Products Inc. (SAS) outlined its strategy for the emerging space solar market during an investor conference on March 11. Chairwoman Doris Hsu said the company...
Monday 16 March 2026
Lotes tops US$1 billion in 2025 revenue on rising demand for high-value server connectors
Lotes Terminals Industrial Co. said full-year 2025 revenue topped US$1 billion, reflecting stronger demand for next-generation server and cloud infrastructure components as AI server...
Monday 16 March 2026
Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure
Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...
Monday 16 March 2026
Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays
Visionox has reportedly begun equipment procurement for an 8.6-generation OLED production line, a move that could challenge Samsung Display's (SDC) early lead. SDC gained an advantage...
Sunday 15 March 2026
SpeedTech enters LEO satellite supply chain, eyes double-digit growth
SpeedTech said it plans to deepen its presence in the low-Earth orbit (LEO) satellite supply chain in 2026 as part of a broader strategy to diversify across multiple industries. The...
Sunday 15 March 2026
Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing
Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers...
Sunday 15 March 2026
Kwang-Hwa's North American revenue surges 25% as overseas expansion offsets China pressure
Although automotive component manufacturer Kwang-Hwa Electronic's primary shipment markets remain China and North America, revenue growth in the US and Mexico has been significant...
Sunday 15 March 2026
SiliconAuto's MCU debut could reshape compute allocation in vehicle platforms
SiliconAuto introduced its XMotiv M3 series microcontroller units at Embedded World 2026, signaling a push to expand collaborations in Europe, CEO Gene Liu said. The company has spent...
Saturday 14 March 2026
FedEx expands Taiwan hub to meet AI and semiconductor logistics surge
FedEx has officially launched its newly expanded transshipment center at Taoyuan International Airport, significantly boosting Taiwan's logistics capacity amid rising demand from the...
Saturday 14 March 2026
Browave eyes 10x monthly CPO capacity surge by 2027 amid AI data center demand
Optical communication firm Browave announced that its co-packaged optics (CPO) production will enter a critical mass-production phase in the second half 2026, with monthly capacity...
Saturday 14 March 2026
Innolux puts Fab 2 and Fab 5 on sale as panel glut bites
Taiwanese flat-panel maker Innolux is seeking buyers for its Fab 2 and Fab 5 facilities as part of a consolidation strategy aimed at addressing persistent oversupply in the display...
Saturday 14 March 2026
South Korean battery makers charge up InterBattery 2026 with solid-state push
South Korea's leading battery makers showcased next-generation solid-state battery technologies at InterBattery 2026 as the industry pivots to new technologies amid slowing overall...