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Friday 29 May 2026

MediaTek weighs price hikes, reaffirms TSMC partnership

MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below...

Friday 29 May 2026

Lenovo redesigns ThinkPad and shifts to services as component inflation squeezes PC market

Lenovo is pursuing a "dual-down" strategy to capture market share as rising memory prices and CPU shortages squeeze PC makers, shifting from hardware supplier to a technology solutions...

Thursday 28 May 2026

Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices

Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer...

Thursday 28 May 2026

UMC readies price hikes, kicks off 2027 customer talks

UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition...

Wednesday 27 May 2026

CSP capex surge fuels hot AI server demand and tight supply in 2026

The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...

Tuesday 26 May 2026

The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030

As AI clusters continue to scale, traditional interconnect architectures are facing new limits in bandwidth, power efficiency, and system integration. Co-Packaged Optics is emerging...

Tuesday 26 May 2026

Inside China's humanoid robot boom: Price war, fractured supply chains

China's humanoid robot market is expanding rapidly, but intensifying price competition and growing concerns over product reliability are beginning to expose structural weaknesses across...

Monday 25 May 2026

From tech glasses to AI gateways: Smart eyewear becomes the entry point for AI agents

Introduction

Monday 25 May 2026

DeepSeek makes 75% API discount permanent, intensifying global AI price war

Chinese AI startup DeepSeek has permanently reduced the API pricing of its flagship DeepSeek-V4-Pro model to one-quarter of its original...

Monday 25 May 2026

BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5

China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than...

Monday 25 May 2026

AI spending forces enterprises to shorten SaaS deals and demand new pricing protections

Rising enterprise investment in AI tools is prompting customers to compress traditional software-as-a-service contracts and extract stronger commercial protections, executives and...

Monday 25 May 2026

China's EV price war gives way to rising costs

China's electric-vehicle market is entering an unfamiliar phase: cars are getting more expensive.

Sunday 24 May 2026

China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand

China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...

Friday 22 May 2026

WPG Holdings flags server supply gaps amid memory price hikes, 800V shift

Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum,...

Friday 22 May 2026

Tech Forum 2026: As notebook and smartphone sales slow, AI devices take a larger share

Global notebook and smartphone shipments are expected to weaken in 2026, but AI-enabled devices are set to take a larger share of both...

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Apr 28, 08:00

AI anti-fraud solution wins virtual asset security hackathon

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook