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Thursday 30 July 2026
Samsung signs five-year memory deals as chip shortage stretches to 2028
Samsung Electronics has signed five-year memory supply agreements with five leading global data center customers and is in the final stages of talks with five more, tying a growing...
Thursday 30 July 2026
Samsung: memory shortage to worsen in 2027, persist through 2028; locks top customers into multi-year deals

Samsung Electronics expects the global memory shortage to become more severe in 2027 than in 2026 and to persist through 2028, memory...

Thursday 30 July 2026
Qualcomm confirms price hike plan and broadens growth bets as Apple sales fade

Qualcomm is raising prices across its product portfolio and accelerating a shift beyond smartphones as higher memory and manufacturing...

Thursday 30 July 2026
Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026
Rising prices for memory and other key components are weighing on smartphone demand in Taiwan, but the overall market value is still expected to grow in 2026, according to Samsung...
Thursday 30 July 2026
Japan and South Korea MLCC makers signal further price hikes amid AI demand

Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

Wednesday 29 July 2026
Smartphone chip earnings will gauge 2026 demand as prices rise

Major smartphone system-on-chip vendors are set to report earnings this week and share outlooks for the traditional second-half peak...

Wednesday 29 July 2026
Qualcomm's Snapdragon price hikes test Apple, MediaTek flagship phone demand
Qualcomm has reportedly notified customers that it will raise prices across its Snapdragon system-on-chip portfolio from September 2026, including its next flagship mobile platform...
Tuesday 28 July 2026
Qualcomm chip price hike to squeeze China's Android makers on two fronts
China's smartphone brands are bracing for a new round of cost pressure after Qualcomm reportedly notified customers of double-digit percentage price increases on products shipped from...
Tuesday 28 July 2026
Panel makers reject 10% polarizer price increase as China suppliers retreat
Rising upstream material prices are continuing to pressure the polarizer industry. During the second quarter, polarizer suppliers in China and Taiwan sought price increases of about...
Tuesday 28 July 2026
AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing
Surging demand for AI servers and advanced memory devices is tightening the global supply of tungsten hexafluoride (WF6), drawing increased attention to one of the semiconductor industry's...
Tuesday 28 July 2026
Memory module maker Apacer warns 2027 DRAM supply could fall 70%
Memory price increases are expected to moderate in the second half of 2026, but shortages will remain severe, particularly for DRAM, according to Apacer CEO C.K. Chang.
Monday 27 July 2026
CATL profit climbs 42%, but storage price pressure tests its global lead

CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

Monday 27 July 2026
H2U lists on Taiwan Innovation Board to tap digital health opportunities
Taiwan's largest digital health technology platform H2U debuted on the Taiwan Stock Exchange's Taiwan Innovation Board on July 24 at an offering price of NT$49.13 (approx. US$1.52)...
Monday 27 July 2026
Taiwan manufacturers raise prices as procurement costs climb, survey finds
Taiwan manufacturers are facing sharply higher procurement costs, and more than half have already passed those increases to customers, according to a survey presented at a Chung-Hua...
Monday 27 July 2026
Apple reportedly seeks 20% iPhone 18 OLED price cut despite costlier M16 panels

Apple is pressing Samsung Display (SDC) and LG Display (LGD) for steep price reductions on OLED panels for the iPhone 18 series as...