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Thursday 16 July 2026
OnePlus's rumored Western exit signals deeper strain from the memory crisis for phone brands

OnePlus, an Android brand that once cultivated a devoted following among enthusiasts, is reportedly preparing to cease operations in...

Thursday 16 July 2026
Commentary: Chip lead times extend as cloud AI squeezes capacity
Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched...
Thursday 16 July 2026
ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...
Thursday 16 July 2026
Samsung may scale back foldable storage upgrades as memory costs rise
Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South...
Thursday 16 July 2026
ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
Thursday 16 July 2026
TPV Technology expects first-half loss as costs rise and global competition intensifies
TPV Technology said it expects to remain in the red in the first half of 2026, underscoring how higher materials costs, supply chain shifts, and intense price competition could continue...
Wednesday 15 July 2026
PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...
Wednesday 15 July 2026
AI computing demand lifts fiber prices and volume

AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion...

Tuesday 14 July 2026
Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD...

Tuesday 14 July 2026
China rare-earth price dip ends seven-quarter rally, tight supply keeps magnets in focus

China's largest rare-earth suppliers have cut their third-quarter 2026 concentrate transfer price for the first time in eight quarters,...

Tuesday 14 July 2026
Six-inch SiC substrate price rebounds as supply tightens

Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for...

Tuesday 14 July 2026
Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

According to Counterpoint's latest market tracker, global smartphone shipments fell sharply in the second quarter of 2026, underscoring...

Tuesday 14 July 2026
Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand
Academia Sinica's Institute of Economics raised Taiwan's 2026 real GDP growth forecast to 10.16% on July 13, citing strong AI-related demand, exports, private investment and consumer...
Tuesday 14 July 2026
Quartz component makers raise prices as material costs bite

Quartz component suppliers are raising prices as higher raw material costs from gold wire and ceramic bases squeeze margins. Industry...

Monday 13 July 2026
Sitronix sees zero-capacitance TDDI and automotive DDI drive growth
Sitronix Technology said this week that zero-capacitance touch with display driver integration (TDDI) and automotive display drive IC (DDI) will drive its growth in 2026, as the chipmaker...