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Wednesday 4 March 2026
Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power
The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...
Wednesday 4 March 2026
BYD sales surpass Tesla in 20 countries with vertical integration and local production
Within the past five years, BYD has overtaken Tesla in sales across more than 20 countries and regions to reshape the landscape in the global electric vehicle (EV) market. This competition...
Wednesday 4 March 2026
AMD targets AI infrastructure boom with MI450 ramp and hyperscaler deals
AMD will deepen multi‑year partnerships with Meta and OpenAI as it ramps MI450 and rack‑scale systems, while maintaining aggressive financial targets and preparing to meet...
Wednesday 4 March 2026
Gogoro gains market share in Taiwan with entry-level scooters amid Lunar New Year slump
Taiwan's scooter market declined in February 2026 due to the Lunar New Year holiday, with fewer working days for vehicle registration. Total monthly sales dropped to 44,817 units in...
Wednesday 4 March 2026
TSMC dominates global foundry rankings while four Chinese players enter top 10
ChipInsights data shows the combined revenue of 29 pure-play foundries worldwide reached CNY1.149 trillion in 2025, up 25.46% year-on-year and exceeding the CNY1 trillion mark for...
Wednesday 4 March 2026
ASML seeks new growth in AI packaging beyond EUV monopoly

ASML dominates extreme ultraviolet (EUV) lithography, the technology used to manufacture the world's most advanced logic chips. Decades...

Wednesday 4 March 2026
Delta Electronics chairman says AI humanoid robots remain immature
Semiconductor industry insiders say humanoid robots are still stuck in their 1.0 enlightenment phase. Most mobile robots—whether wheeled or bipedal—remain at prototype...
Wednesday 4 March 2026
Global OSAT industry, 2026

Introduction

Wednesday 4 March 2026
Hisense leads 100-inch TV shipments as Chinese brands surge in 2025
The global flat-panel TV market continues to see shifting sales shares, with Samsung Electronics and LG Electronics maintaining overall leadership. However, Chinese brands like TCL...
Wednesday 4 March 2026
Strait of Hormuz closure threatens China auto exports, triggers 15-25% cost surge
Following US and Israeli strikes on Iran on February 28, Iran's Islamic Revolutionary Guard Corps announced the closure of the Strait of Hormuz, disrupting global energy and shipping...
Wednesday 4 March 2026
Hormuz threat lifts oil risk, adding pressure to memory and consumer electronics

The US and Israel launched coordinated strikes on Iran over the weekend, prompting Tehran to threaten the closure of the Strait of Hormuz,...

Tuesday 3 March 2026
Memory pricing shifts to 'hourly' as giants dominate, SMEs fight for survival
Semiconductor industry insiders report that memory shortages and price surges have intensified alongside AI industry growth, pushing some memory prices into an "hourly pricing" model...
Tuesday 3 March 2026
Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue
Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal...
Tuesday 3 March 2026
Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
Tuesday 3 March 2026
Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth
As much of the global semiconductor industry remains fixated on AI training accelerators and hyperscale GPUs, US-based AI processor company Blaize is making a different wager in India:...