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Wednesday 26 August 2026
Silicon Optronics advances high-end BSI products as memory shortage splits CIS demand
CMOS image sensor (CIS) manufacturer Silicon Optronics (SOI) president Bob Chen pointed out during an earnings call on August 25 that artificial intelligence (AI) demand has caused...
Wednesday 26 August 2026
SK hynix production union rejects stock-heavy pay deal by 25 votes
SK hynix's production-worker union has rejected the company's tentative 2026 wage and collective bargaining agreement by just 25 votes, sending the two sides back to the negotiating...
Tuesday 25 August 2026
Commentary: Nvidia's 15% hike piles pressure on the AI supply chain, lifts ASIC prospects
Nvidia has reportedly notified major customers that server systems using its AI chips will rise by more than 15%, with the new pricing set to apply to models shipping from early 2027,...
Monday 24 August 2026
Nvidia server prices to rise up to 17% as memory costs climb
Prices for some Nvidia-based server systems due for delivery in 2027 are set to rise by more than 15%, with certain flagship configurations increasing about 17%, as higher memory and...
Friday 21 August 2026
Research Insight: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge
The global memory market is entering a sharp upcycle as cloud providers boost capital spending and demand for AI infrastructure lifts DRAM, NAND, and HBM prices. According to DIGITIMES,...
Friday 21 August 2026
Apple's VR retreat deepens with rumored layoffs in its Vision team
Apple's spatial computing ambitions are narrowing rather than disappearing, but the direction is increasingly clear: fewer people are building VR headsets, and more are building AI-driven...
Friday 21 August 2026
Stripe weighs US$7 billion OpenRouter deal to expand AI model routing
Stripe is in acquisition talks to buy AI startup OpenRouter for more than US$7 billion, according to reporting by Bloomberg and Axios. The price would be more than...
Thursday 20 August 2026
Unitree post-IPO: Chairman Wang weighs profit, scale and 80% home-robot threshold

Unitree Robotics' August 19 listing on China's STAR Market brought the humanoid robot maker into the public-market spotlight, but attention...

Thursday 20 August 2026
AI drives network equipment demand as parts shortages deepen
AI data center expansion and rising demand for enterprise network upgrades continue to lift the network equipment market, giving several vendors better order visibility. But surging...
Thursday 20 August 2026
Qualcomm targets NT$10,000 entry-level PCs as 4 brands adopt
Qualcomm is moving into the entry-level PC market with its Snapdragon C platform as Apple's US$599 MacBook Neo and surging DRAM and NAND costs squeeze low-priced Windows laptops from...
Thursday 20 August 2026
Commentary: How iPad Air became a catalyst for IT OLED expansion
Apple kicked off the tablet OLED era in 2024, introducing Tandem OLED in the iPad Pro to overcome bottlenecks in display lifespan and brightness. The iPad mini followed, set to adopt...
Wednesday 19 August 2026
AVer sees second-half growth as supply pressure and AI demand reshape strategy
AVer Global said second-half growth remains supported by education tenders, stable ODM orders, and planned price increases, even as rising material costs and sensor shortages strain...
Wednesday 19 August 2026
Xiaomi's costs are rising faster than its sales can absorb

Xiaomi Corporation's second quarter showed a company being squeezed from both ends of its business at once: a surging memory-chip bill...

Wednesday 19 August 2026
LG's raw material costs jump by over KRW1 trillion in 1H26, auto components hit hardest

Rising chip and copper prices are rapidly increasing cost pressure on LG Electronics.

Wednesday 19 August 2026
DDR4 shortages slow Wi-Fi 6 replacement as Wi-Fi 7 ramp continues

Tight DDR4 supply and rising memory costs are reshaping the timing of home and enterprise networking upgrades worldwide. While equipment...