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Tuesday 17 March 2026
Middle East conflict and Section 301 put manufacturers in a double bind
Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising...
Tuesday 17 March 2026
Inter Battery 2026: Global battery market still centered on LFP
Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...
Tuesday 17 March 2026
WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products
As AI boosts demand for computing power, IC distributor WPG Holdings reports a significant rise in the share of computing products, which have become its main revenue driver. However,...
Tuesday 17 March 2026
Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook
Views from analysts and media on Nvidia's outlook for US$1 trillion in cumulative revenue by 2027 are mixed, with some seeing the projection as evidence of sustained demand for artificial...
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
Solar wafer supplier Sino-American Silicon advances MWT BC cells for space power
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...