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Tuesday 3 March 2026
AI data centers redraw the power map: Driving 800V DC and solid-state transformers into the next battleground
As demand for computing power from AI large language models (LLMs) continues to surge, power density in data centers is rising in tandem, bringing the conversion losses of traditional...
Tuesday 3 March 2026
DRAM prices to surge up to 70% in 2Q26; Nvidia GTC 2026 ignites AI memory rally
AI-driven data centre expansion has pushed the memory market beyond traditional supply-demand cycles, creating a structural shortage that continues to deepen. Industry sources say...
Tuesday 3 March 2026
Apple’s spring refresh bets on loyalty, not lift
Apple on March 2 unveiled the iPhone 17e and the latest iPad Air powered by the M4 chip, signaling a focus on performance, value, and ecosystem expansion amid a cooling global consumer...
Tuesday 3 March 2026
Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?
Apple's latest product updates signal a strategic focus on defending midrange segments and encouraging upgrades from older devices, rather than delivering immediate revenue growth...
Tuesday 3 March 2026
AI server boom strains tantalum capacitors; MLCC substitution falls short
The global expansion of AI computing infrastructure is accelerating, but supply shortages across the component supply chain continue to widen. Alongside constrained supply of memory...
Tuesday 3 March 2026
Audi's rebranding experiment backfires as Germany's big-three automakers plunge into China's price wars
Volkswagen AG's "in China for China" strategy is facing an uphill battle in the market after less than six months, with the company now entering a fierce pricing war that has spread...
Tuesday 3 March 2026
AI agents drive market role reversal, startup accelerator YC says
Gary Tan, president and CEO of Y Combinator (YC), a startup accelerator, said on February 22 that AI agents are replacing humans as decision-makers in some markets, a shift illustrated...
Monday 2 March 2026
Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

Monday 2 March 2026
Analysis: AMD bets on AI surge in 2H26 with OpenAI and Meta ecosystem pact
AMD is stepping up efforts to expand its position in the artificial intelligence semiconductor market, combining long-term customer agreements with equity-linked incentives as it seeks...
Monday 2 March 2026
Hiwin local production positioned as key supplier for South Korea semiconductor and AI-driven equipment upgrades
Hiwin Technologies has spent more than a decade building direct manufacturing and service capacity in South Korea, evolving from component sales to integrated mechatronic solutions...
Monday 2 March 2026
Japan's January PC shipments fall 15.9%, worst in 30 months, snapping 19-month growth streak
Japan's PC market began 2026 with an unexpected jolt, as shipments plunged at their fastest pace in 30 months, abruptly ending a 19-month streak of year-over-year growth and catching...
Monday 2 March 2026
Commentary: German automotive price war in China threatens used car residual value system
Germany's automotive giants—Mercedes-Benz, BMW, and Audi (collectively known as BBA)—have engaged in aggressive price cuts in China's auto market, sparking fierce competition...
Monday 2 March 2026
Samsung Electronics and SK Hynix reportedly plan large DRAM price increases, deepening supplier advantage for big buyers
Samsung Electronics and SK Hynix have notified customers of plans to raise DRAM prices in the second quarter of 2026 and have begun price negotiations, South Korean outlet SEDaily...
Monday 2 March 2026
Apple Pay eyes India launch, in talks with major local lenders
Recent media reports suggest that Apple may finally be preparing to bring its Apple Pay service to India, marking a potentially significant shift in one of the world's largest digital...
Monday 2 March 2026
Renewed rivalries, accelerated launches of Wi‑Fi 8, 6G visions, and satellite communications solutions will shape MWC outcomes
The Mobile World Congress (MWC) will open March 2-5, 2026, in Barcelona, where industry observers expect clearer progress on satellite communications, 6G, and Wi‑Fi 8 standards...