The memory chip shortage has escalated into a severe crisis as upstream international manufacturers finalize contract prices for the fourth quarter of 2025. Intense competition for...
Intel's CFO Dave Zinsner revealed at the third quarter 2025 earnings call that strong chip demand has led to supply constraints, driven by data center operators urgently upgrading...
In the Texas Instruments third-quarter 2025 earnings call held on October 21, President and CEO Haviv Ilan addressed investor questions regarding booking patterns and demand consistency...
The memory industry faces a severe capacity crunch as global manufacturers rush upstream to secure DRAM production for 2026, sparking fears of supply chain disruptions. Despite limited...
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...
Nvidia's investment plans in Taipei City have encountered changes. Taiwan's Ministry of Economic Affairs (MOEA) has been conducting a nationwide land inventory, while Tainan City...
DDR4 memory is experiencing a sharp rise in both price and volume due to tight supply, driving strong inventory replenishment momentum. This has rapidly heated up orders across the...
As the industry enters the fourth quarter of 2025, IT panels are moving into their traditional off-season. With inventory buildup largely completed, demand momentum is fading, and...
Acer chairman and CEO Jason Chen stated that if people focus on how Nvidia's investment in Intel impacts TSMC, they are missing the point. For PC brands, the more pressing concern...
Taiwanese memory makers have emerged as major beneficiaries of the recent DDR4 supply shortage, which has driven rapid price increases. Companies like Nanya and Winbond saw significant...
The US Inflation Reduction Act (IRA) officially ended the US$7,500 electric vehicle (EV) tax credit on September 30, 2025. However, General Motors (GM) and Ford have leveraged their...
Despite lingering uncertainties, passive component manufacturers are gradually reducing inventory levels, according to the supply chain sources. The steady rise in AI application...
NAND flash prices are climbing alongside the broader memory recovery. Micron and Phison Electronics suspended quotations, sparking expectations of further hikes. Sources say Phison...
After order adjustments in the second quarter of 2024, inventory levels among LCD TV brand vendors have declined. At the same time, panel prices remain at low points, further encouraging...
