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Thursday 29 May 2025
Memory price surge supports IC distribution in 2Q25; supply and inventory require cautious management
Despite the global semiconductor market currently being affected by exchange rates, inflation, and US tariff policies, there are no clear signs of recovery in the end-user market...
Wednesday 28 May 2025
Luxury EV market in China nonexistent, says Porsche
Xiaomi has previously leveraged the technical know-how of China's EV industry by packaging it into a sleek Porsche-like body at an affordable price with its SU7, and has followed...
Wednesday 28 May 2025
BYD slashes EV prices by 35%, sparking industry alarm over long-term stability
In recent weeks, Chinese automotive giant BYD has slashed prices on as many as 22 of its electric vehicle (EV) models, including both battery electric vehicles (BEVs) and plug-in...
Tuesday 27 May 2025
CXMT to scrap DDR4 in policy-fueled pivot—DDR5 deluge may follow
ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5...
Tuesday 27 May 2025
Trump tariff targets Apple, Samsung: no more smartphones made in India and Vietnam
US President Donald Trump has reignited trade tensions, this time with his sights set on smartphones. On May 23, 2025, he proposed a 25% tariff on imported handsets, singling out...
Monday 26 May 2025
Shibaura Electronics revises stance on bidding war, withdraws opposition to Yageo's hostile offer
Shibaura Electronics announced on May 21, 2025, a shift in its stance regarding the competing tender offers (TOBs) from Japan's MinebeaMitsumi and Taiwan-based Yageo for its shares...
Monday 26 May 2025
Memory chip prices surge as supply constraints offset weak demand
Memory prices have climbed steadily despite sluggish end-user demand, with manufacturers expecting improved operations in the first half of 2025 and price stability through year-end...
Monday 26 May 2025
Samsung Galaxy phone prices could surge by 40% due to 25% tariff
Starting June 2025, Samsung Galaxy smartphones exported to the US may be subject to a 25% import tariff, a move that could push retail prices up by as much as 40%, according to South...
Monday 26 May 2025
Taiwan's smartphone market sees 3% April rebound, driven by new releases and iPhone price speculation
Despite ongoing challenges posed by tariffs, geopolitical tensions, and currency fluctuations impacting global smartphone sales, Taiwan's smartphone market experienced a modest 3%...
Saturday 24 May 2025
Memory rally lifts 3Q; Team, Transcend turn to edge AI
Benefiting from tariffs and rising memory prices, customers have accelerated urgent order shipments, leading to optimistic operational growth for memory module manufacturers in the...
Friday 23 May 2025
Agentic AI drives disruptive innovation, Qualcomm optimistic about AI PC business growth
Qualcomm held a media briefing in Taiwan on May 21 to discuss the development of AI PCs and other devices. Kedar Kondap, Qualcomm's senior vice president and general manager of Compute...
Tuesday 20 May 2025
Samsung enters crisis mode: TV market lead under threat as TCL CSOT, Hisense close in
Samsung Electronics' Visual Display (VD) Business has reportedly entered "emergency management" mode in response to falling global TV market share and rising LCD panel costs—two...
Tuesday 20 May 2025
DRAM prices surge in AI Boom; Samsung and SK Hynix set to benefit

The global surge in DRAM prices, combined with the increasing momentum of artificial intelligence (AI) development in the Middle East,...

Friday 16 May 2025
Taiwan green energy prices likely to rise, as new offshore wind projects become official
Although Taiwan's corporate power purchase agreement (CPPA) for offshore wind energy has offered a steady channel for green energy for industrial use, much attention has turned to...
Thursday 15 May 2025
US-China tariff truce eases PC component price hikes
In a notable breakthrough for global trade, senior officials from the US and China convened in Geneva, Switzerland, to discuss a preliminary trade deal. Both nations have agreed to...