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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...
Monday 2 March 2026
Analysis: Europe's stalled gigafactory push threatens battery autonomy
With Northvolt, Cellforce, and ACC all defunct, Europe's battery ambitions have collided with a brutal market reality: Chinese manufacturers now own nearly 70% of global lithium battery...
Sunday 1 March 2026
Chipmakers pivot to new growth areas as memory shortages weigh on smartphones
Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will...
Saturday 28 February 2026
BOE signals sustained TV panel price gains, speeds up OLED, packaging and perovskite push
China's leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED...
Friday 27 February 2026
Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price
Samsung Electronics on February 26 unveiled its flagship Galaxy S26 series, but industry attention has quickly shifted to what sits inside: mobile DRAM. According to market sources,...
Friday 27 February 2026
From equipment to talent, Japan moves to anchor India's chip expansion
Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim...
Thursday 26 February 2026
Macronix January profit surges 195%; OSE, Walton earnings rise
Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net...
Thursday 26 February 2026
Nvidia constrained in China as local AI players strengthen market position
Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...