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Wednesday 9 September 2026
IT panel peak season loses its edge after brands stocked too early
The display panel market has entered its traditional peak season, but the recovery in IT demand has fallen short of expectations. LCD monitor panel prices are holding steady in September,...
Wednesday 9 September 2026
Chinese automakers face globalization test in overseas push
China's auto industry has moved from capacity expansion and price competition into a final round of competition, as the decisive factor shifts to how each brand performs overseas....
Wednesday 9 September 2026
Apple may delay iPhone 18 base model to 1Q27
Apple's fall product event will begin at 1 a.m. Taiwan time on September 10, with the company set to unveil the iPhone 18 Pro series and its first foldable phone, tentatively called...
Tuesday 8 September 2026
iPhone 18 Pro prices tipped to cross CNY10,000 as Apple faces China pricing test
Apple's fall product launch is approaching, and leaked pricing for the iPhone 18 lineup is beginning to circulate in China, pointing to higher prices for the company's next-generation...
Tuesday 8 September 2026
Taiwan panel capacity shifts push TV brands to stock up as LCD price declines slow
The global LCD TV panel market is gradually moving toward supply-demand balance as activity recovers across the supply chain, with price declines expected to ease in September. The...
Tuesday 8 September 2026
Chinese smartphone price hikes squeeze Southeast Asia: shipments fall 23%, low-end demand retreats
Rising smartphone prices are spreading beyond China, with Southeast Asia already showing the strain from rising handset costs and weaker replacement demand.
Tuesday 8 September 2026
Huawei holds the price line for new Kirin-powered Mate XT 2
Huawei held a product launch event on the afternoon of September 7, putting the tri-fold Mate XT 2 flagship smartphone and its Kirin 9050 Pro chipset in the spotlight while also rolling...
Tuesday 8 September 2026
Adata, Team Group post record August revenue as memory module makers build inventory for 2027
Major Taiwanese memory module manufacturers saw revenue remain at high levels in August 2026, as memory prices continued to rise. Adata Technology and Team Group both posted record-high...
Monday 7 September 2026
Model fatigue, China's price pressure, and a profit horizon still years away
The AI industry's release calendar has compressed to the point where a single week can carry five frontier or near-frontier launches, but the acceleration is not a sign of confidence...
Monday 7 September 2026
Xiaomi warns of more India price hikes as AI squeezes the phone from both sides
The same AI boom that is filling handsets with new features is draining the memory supply that makes cheap phones possible—and in India, the world's second-largest smartphone...
Monday 7 September 2026
No foundry price relief before 2027 as utilization nears 90%

AI demand is driving a broader repricing cycle across the foundry industry in 2026. Tightness that began at leading-edge nodes is spreading...

Thursday 3 September 2026
Exclusive: China 6-inch SiC substrate supply tightens, prices set to rise
China's 6-inch silicon carbide (SiC) substrate market is undergoing a structural supply-demand reversal. Driven by strengthening downstream demand and limited production restarts,...
Thursday 3 September 2026
SB Energy eyes US listing as Nvidia commits US$1.5 billion
SB Energy, the data center and power infrastructure company under SoftBank Group, filed for an IPO with the US Securities and Exchange Commission (SEC) on September 1, planning to...
Thursday 3 September 2026
Samsung Electro-Mechanics eyes 30% MLCC price hikes, ABF up too
Samsung Electro-Mechanics (SEMCO) is set to expand the scope of its price increases, with market reports saying the company will raise direct-supply prices for multilayer ceramic capacitors...
Thursday 3 September 2026
SK Hynix wafer purchases jump 104% on AI demand
SK Hynix boosted its silicon wafer purchases in the second quarter of 2026 by more than doubling spending from the previous quarter as it moved early to secure raw materials amid rising...