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Tuesday 21 April 2026
Middle East conflict drives Shin-Etsu Silicone price hike; Topco to follow suit
Global energy and petrochemical supply chains are facing disruption from the Middle East conflict, driving up costs from crude oil to downstream industrial materials. These shifts...
Tuesday 21 April 2026
Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure
In 2026, critical semiconductor materials face a perfect storm of rising prices, shortages, and geopolitical disruption. Lead times for multilayer ceramic capacitors (MLCCs) and power...
Tuesday 21 April 2026
AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail
The Global Electronics Association has released a report highlighting how AI demand is redistributing memory supply, causing extended lead times, rising prices, and increased market...
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...
Monday 20 April 2026
India's smartphone shipments fall 3% amid cost pressures and weak demand
India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish...
Monday 20 April 2026
Taiwan's high growth and low inflation stand out amidst global economic downturn
As global research institutions downgrade their economic forecasts for 2026 in the wake of the joint US-Israel strikes on Iran, Taiwan has stood out as a rare exception to the worldwide...
Monday 20 April 2026
Brands boost wearable device sales to offset smartphone shipment pressure
Rising prices for key upstream components such as memory have dampened global smartphone shipments, prompting brands to boost memory inventory, raise the share of mid- to high-end...
Monday 20 April 2026
Acerpure begins OTC trading, targets emerging markets for smart home expansion
Acerpure's OTC listing on April 20 signals a push to harness demographic dividends in emerging markets, with implications for consumers worldwide. The smart home appliance company...
Monday 20 April 2026
As 2D NAND fades, UMC faces steep hurdles to enter a shrinking market

The global retreat from 2D NAND flash production is no longer a possibility but an emerging certainty. As major memory makers exit the segment,...

Monday 20 April 2026
Taiyo Yuden raises MLCC prices, Murata takes the lead, Samsung to follow suit
Japanese electronic components maker Taiyo Yuden recently issued a price increase notice, announcing that it will raise prices on some products starting in May, specifically in the...
Saturday 18 April 2026
Memory price surge hits Xiaomi shipments, forces strategy shift
Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from...
Friday 17 April 2026
MLCC, inductor prices climb as AI demand meets cost pressure
Global passive component prices are rising, led by Japanese suppliers, with the trend spreading across China and Taiwan. Higher raw material costs and AI-driven demand are tightening...
Friday 17 April 2026
UMC signals 2026 wafer price adjustment amid tightening demand and capacity pressure
United Microelectronics Corp. (UMC) is expected to raise wafer foundry prices in the second half of 2026, as demand for logic and memory-related applications remains resilient and...
Friday 17 April 2026
CPU shortage more acute than memory; industry awaits Intel 18A yield improvement
A global CPU shortage is disrupting PC and industrial-computing supply chains, as processors are out of stock even at premium prices, while memory is limited but purchasable. The scarcity...
Friday 17 April 2026
J&V Energy Technology's Greenet to list on OTC in May 2026 as it pursues rapid capacity expansion
J&V Energy Technology's Greenet plans to list on the OTC market in May 2026 and is fully booked, signaling a rapid global push into green power as it seeks to scale to 800-850...