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Wednesday 8 April 2026
Apple leverages supply chain advantage to boost market share despite AI lag
As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...
Wednesday 8 April 2026
Rising gallium costs force price increases across GaAs chip supply chain

Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

Wednesday 8 April 2026
Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26
Industry sources reveal that polarizer manufacturers are preparing a price hike starting in the second quarter of 2026, with increases beginning at 10%, though final approval remains...
Tuesday 7 April 2026
PCB bottlenecks, freight costs push electronics prices higher
The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...
Tuesday 7 April 2026
Formosa Plastics denies cutting PE supply amid US-Iran conflict, confirms March output increase
Impacted by the conflict in the Middle East, Taiwan has recently reported a shortage of plastic bags, raising questions about whether Formosa Plastics Group deliberately reduced production...
Tuesday 7 April 2026
Canada welcomes Chinese EVs as US draws hard line
In January 2026, Canada reached an agreement with China to allow the annual import of 49,000 Chinese electric vehicles (EVs), replacing tariffs that had previously reached as high...
Monday 6 April 2026
Smartphone order cuts hit IC design as recovery pushes to 2027
Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...
Sunday 5 April 2026
DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes
After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
Saturday 4 April 2026
Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent
Nanya Technology Corporation (NTC) reported March 2026 revenue of NT$18.17 billion (approx. US$568.15 million), up 16.42% month-over-month and 560.04% year-over-year. First-quarter...
Thursday 2 April 2026
Copper price surge drives quarterly lead frame price hikes
Lead frame packaging suppliers are hiking prices to pass along rising costs sweeping through the semiconductor supply chain. Gold, silver, and copper prices continue to climb sharply,...
Thursday 2 April 2026
Precious metal surge drives price hikes for frequency components at TXC and Tai-Saw
Rising global economic uncertainty has fueled safe-haven demand alongside strong industrial consumption, pushing precious metal prices higher. In response, Taiwan's leading quartz...
Thursday 2 April 2026
Ajinomoto faces stakeholder pressure to raise ABF prices
UK-based fund Palliser Capital announced on March 31 that it has become one of the top 25 shareholders of Ajinomoto and has requested a price increase of more than 30% for its semiconductor...
Thursday 2 April 2026
Samsung raises prices on select 2025 flagship smartphones as chipflation and currency bite
Samsung Electronics is planning to increase the prices of certain smartphone models released in 2025, marking a rare move amid rising global chip prices and fluctuating exchange rates,...
Thursday 2 April 2026
Notebook shortages persist despite rumors of easing memory prices
Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to...
Thursday 2 April 2026
Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...