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Wednesday 6 May 2026
Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double
Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for global notebook, server, and satellite power markets, as the company forecasts second-quarter...
Wednesday 6 May 2026
TV panel prices stall as China cuts output to defend prices
The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as global sports-event demand fades, pre-stocking cycles for China's 618 shopping festival...
Tuesday 5 May 2026
Memory price hikes push smartphone shipments down more sharply than notebooks
Rising memory prices have squeezed handset demand and are expected to widen the gap between smartphone and notebook shipment declines in 2026, according to industry reports. Global...
Tuesday 5 May 2026
Intel's revival runs on politics and promises — but supply bottlenecks tell a different story
Intel's share price has hit historic highs as the semiconductor industry draws significant investor attention. But is this hype justified? DIGITIMES analyst Luke Lin took a deep dive...
Monday 4 May 2026
Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

Monday 4 May 2026
Holtek raises low-margin MCU prices, expands AI server cooling and optical comms
Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment...
Friday 1 May 2026
China's US$1M Nvidia AI servers expose global chip squeeze

Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now...

Friday 1 May 2026
Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens
Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...
Thursday 30 April 2026
UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
Wednesday 29 April 2026
Hotai warns hybrid vehicle shortages could persist through 2027 amid high oil prices
Hotai Motor said hybrid demand has surged as elevated oil prices pushed consumers toward fuel-efficient models, but global supply constraints could keep delivery delays in place through...
Wednesday 29 April 2026
Europe turns into battleground as Chinese automakers surge and Kia trims price gap
Competition in Europe's car market is intensifying, with Tesla's March price-driven rebound of the Model Y and record sales by Chinese brands prompting established automakers to rethink...
Tuesday 28 April 2026
Empyrean draws retail inflows while profit falls, testing China EDA valuations
China's domestic EDA software developer Empyrean Technology is attracting a growing base of retail investors even as its earnings weaken, underscoring a widening gap between market...
Tuesday 28 April 2026
Chinese EVs undercut global rivals by half, siren alarm in South Korea and beyond
China's auto industry is expanding at a striking pace, powered by electric vehicles and a surge in exports that is reshaping the global market order. Analysts in South Korea warn that...
Tuesday 28 April 2026
Rising component costs push Chinese phone makers to speed product cycles and favor high-end models
Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted...
Monday 27 April 2026
DeepSeek cuts API prices 90%, sets new global low for LLM services
DeepSeek's 90% cut to fees for input cache hit, which occurs when the model reuses previously computed results for identical or similar inputs instead of recomputing them, across its...