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Wednesday 31 December 2025
Notebook shipment update, November 2025

Introduction

Wednesday 31 December 2025
GigaDevice Semiconductor seeks up to HK$4.68B in Hong Kong listing

Chinese chip designer GigaDevice Semiconductor is pressing ahead with plans to list its shares in Hong Kong, seeking to raise as much...

Wednesday 31 December 2025
South Korean PCB industry faces cost challenges as AI drives raw material prices up
The South Korean printed circuit board (PCB) industry is struggling as soaring gold and copper prices, up 50% and 30% respectively since early 2025, increase production costs. Despite...
Wednesday 31 December 2025
Asustek announces price hike from January 5 amid soaring memory costs
Facing severe memory shortages and rapidly rising prices, global PC brands are implementing strategies to offset cost pressures, including price increases or maintaining prices with...
Wednesday 31 December 2025
Toyota and Hotai Motor unveil multiple new models at 2026 Taipei Auto Show
Toyota Motor and its Taiwan distributor Hotai Motor introduced several refreshed and new models at the 2026 Taipei Auto Show, emphasizing diverse powertrains as their core strategy...
Wednesday 31 December 2025
Copper surge ends CCL price war between China and Taiwan
Amid rising concerns over global copper supply shortages, London Metal Exchange (LME) copper prices have surged nearly 40% since early 2025, significantly increasing cost pressures...
Tuesday 30 December 2025
Inpaq expects PC/notebook upgrade momentum to continue; CEO says component price hikes are inevitable
Passive components maker Inpaq, under Passive System Alliance (PSA), held its annual investor conference. Looking ahead, CEO Eunice Chen expects 2025 orders driven by the PC/notebook...
Tuesday 30 December 2025
Samsung Galaxy Z TriFold sees strong global sales, but high costs keep production tight
Samsung Electronics recently launched its tri-fold smartphone, the Galaxy Z TriFold. Despite its high price point, the device continues to sell strongly worldwide. However, Samsung...
Tuesday 30 December 2025
DDR4 spot prices surge 18-fold in a year; December demand cools but impact limited
Memory chip spot prices have witnessed unprecedented increases over the past year, driven by continuing shortages and supply chain adjustments. DDR4 16Gb modules have surged 18 times...
Monday 29 December 2025
Move over, Malaysia? India's emerging OSAT sector claims price parity in legacy packaging
India's first wave of OSAT facilities is moving from capacity announcements to competitive positioning, with some domestic players now benchmarking themselves against established...
Monday 29 December 2025
8-inch foundry price rises take hold as BCD, HV nodes lead
The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players,...
Monday 29 December 2025
AMD and Nvidia set to raise GPU prices in early 2026 amid rising memory costs
GPU prices are expected to rise in early 2026 as memory costs surge. AMD may implement hikes starting in January 2026, with Nvidia following in February 2026, according to industry...
Wednesday 24 December 2025
PC giants rush to lock in memory supply as prices surge toward a new supercycle
As the global memory market enters its sharpest price upswing in nearly five years, one top-tier PC maker has moved quickly to lock in supply, dispatching senior executives to negotiate...
Wednesday 24 December 2025
Exclusive: Samsung slows DDR4 phase-out, reportedly requires NCNR contracts for server customers
Memory giant Samsung Electronics is slowing its planned DDR4 DRAM production phase-out in the fourth quarter of 2025 amid surging market prices and tightening supply. Sources say...
Wednesday 24 December 2025
SMIC signals mature-node price turnaround with reported 10% hike
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...