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Thursday 18 December 2025
Samsung investigates Taiwan sales amid memory shortage, with China and Singapore ties

The global memory market is being gripped by its most severe shortage and price surge in years, one driven by structural shifts rather...

Thursday 18 December 2025
Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026
After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...
Wednesday 17 December 2025
UMC backs Unimicron expansion to reinforce IC substrate supply as AI demand rises

United Microelectronics Corporation (UMC) announced on December 17 that it will participate in the capital increase of its affiliate, IC...

Wednesday 17 December 2025
Samsung tri-fold phone sees strong sales despite high repair costs
Samsung Electronics' newly launched tri-fold smartphone, the Galaxy Z Tri Fold, has generated robust initial demand despite concerns over its steep repair fees. The device sold out...
Wednesday 17 December 2025
Viking raises thin-film inductor prices by 10-40% in 1Q26 amid surge in metal cost and network demand
Viking Tech, a leading automotive-grade thin-film resistor manufacturer, announced it will increase prices for its thin-film inductors by 10% to 40% starting in the first quarter...
Tuesday 16 December 2025
OpenAI swaps equity for Disney IP to enhance Sora
Walt Disney and OpenAI have reached a cooperation agreement under which Disney licenses its classic characters for use on Sora, OpenAI's video generation platform. Bloomberg...
Tuesday 16 December 2025
Acer CEO urges firms to boost resilience amid memory price surge
Acer chairman and CEO Jason Chen has pointed out that soaring memory prices have triggered ripple effects across the market, driving up costs and retail prices, which in turn impact...
Tuesday 16 December 2025
Notebook market may see second consecutive year of seasonal demand distortion in 2026
The notebook market is expected to encounter an unusual shift in seasonal demand for a second consecutive year, with 2026 poised to replicate the disruption seen in 2025. While geopolitical...
Monday 15 December 2025
HDD prices see largest increase in eight quarters, with surging demand in China and US markets
The traditional hard disk drive (HDD) market experienced a rare sharp price surge in recent years. In contract price negotiations for the fourth quarter of 2025, HDD product prices...
Monday 15 December 2025
Longwell's AI data center revenue share surpasses 36% amid CSP expansion
Longwell Technology has successfully penetrated the AI data center supply chain, with related revenues now accounting for over 36% of overall sales, driven by cloud service providers'...
Friday 12 December 2025
Phison sets 3 supply strategies amid NAND shortage and wafer price surge
Cloud giants' aggressive procurement of high-capacity enterprise SSDs has triggered a structural shortage and price surge in the NAND Flash market. In China, spot prices for 512Gb...
Friday 12 December 2025
LCD TV panel market defies 4Q25 slowdown on 2026 demand bets
As 2025 draws to a close, the LCD TV panel market is showing unexpected resilience. Despite the industry's traditional fourth-quarter slowdown, panel prices have stabilized in December,...
Thursday 11 December 2025
AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices
Nintendo's stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo...
Thursday 11 December 2025
Game console EMS accelerates shift from China as US tariffs persist
The game console supply chain is increasingly diversifying manufacturing away from China amid ongoing US tariffs and geopolitical tensions. Key suppliers Foxconn and Luxshare have...
Wednesday 10 December 2025
Arlitech targets cloud servers and high-end gaming cards to mitigate panel price pressure
Competitive pricing from the "red supply chain" has taken a toll on the panel market. In response, Arlitech Electronic Corporation stated that it is transforming its sales structure...