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Thursday 16 October 2025
DRAM price surge shows no end, Innodisk chairman says there are surprises every month
Industrial memory module maker Innodisk has seen monthly growth in 2025 operations as AI demand explodes, causing severe DDR4 shortages and a persistent supply crunch. Chairman Chuan-Sheng...
Wednesday 15 October 2025
Samsung unveils 'Moohan' XR headset with Google-Qualcomm AI platform
Samsung Electronics is preparing to introduce its extended reality (XR) headset, reportedly named "Moohan," at an event on October 22, 2025. The new device highlights Samsung's collaboration...
Wednesday 15 October 2025
TSMC set to report strong results amid expanding AI chip demand and stable margins
TSMC is scheduled to hold its online earnings call on October 16, 2025, with market expectations high that the company will meet or exceed its third-quarter 2025 financial targets...
Tuesday 14 October 2025
China raises rare-earth prices 37%, tightens export controls on global tech
China is sending new shockwaves through the global economy after its two largest rare-earth producers announced a massive 37% price hike for the fourth quarter. The move comes just...
Tuesday 14 October 2025
Historic memory shortages across DRAM, NAND, SSD, HDD, says Adata chairman
As the memory industry rides the AI boom, cloud service providers (CSPs) are placing orders that upstream memory foundries were unprepared for. Adata's chairman, Simon Chen, confirmed...
Thursday 9 October 2025
Foxconn walks away from Nissan factory deal amid stalled talks
Struggling with prolonged financial headwinds, Nissan Motor Co. has announced plans to shutter one of its core production sites, the Oppama plant, by March 2028. Talks to sell the...
Thursday 9 October 2025
Memory module makers halt consumer DRAM price quoting during China's National Day holiday
The ongoing DRAM shortage is intensifying as memory module manufacturers suspend consumer DRAM price quotes during China's National Day holiday, signaling a sharp rise in spot market...
Thursday 9 October 2025
Lessons Taiwan should learn from China's involution
In recent years, China's traditional industries and those with lower technical barriers have faced intensifying competition, with bad money driving out good. This trend threatens...
Thursday 9 October 2025
AI arms race fuels memory chip demand, DRAM bull market begins
Niche and standard DRAM prices are rising sharply; ADATA, Apacer, Elite Semiconductor Microelectronics Technology (ESMT), and several other companies all posted record highs in revenue...
Wednesday 8 October 2025
The second life of DDR4: how an old memory standard is driving a new upcycle
DDR4 memory is experiencing a sharp rise in both price and volume due to tight supply, driving strong inventory replenishment momentum. This has rapidly heated up orders across the...
Tuesday 7 October 2025
Upstream substrate and leadframe price hikes pressure IC packaging costs
Since early 2025, rising costs of precious metals such as gold and silver have triggered price increase signals in the supply chain for key materials like substrates and leadframes...
Tuesday 7 October 2025
Chang Wah Technology announces significant price hike for LED lead frames from 2026
Facing continuing growth in precious metal costs, IC packaging lead frame manufacturer Chang Wah Technology has revealed plans to raise prices on its LED lead frames starting January...
Monday 6 October 2025
Gold and copper prices soar as Trump's policies shake global supply chains
Upon US President Donald Trump's return to the White House, his chip containment policy has ignited a rare earth export control battle with China, affecting the already imbalanced...
Friday 3 October 2025
Mature chip pricing squeeze deepens for UMC as Taiwan IC design houses foresee challenges lasting into 2026
United Microelectronics Corp. (UMC) recently issued a notice to its suppliers demanding a 15% price reduction, signaling heightened cost pressures within the semiconductor supply...
Friday 3 October 2025
Winbond eyes 3Q25 profit to offset 1H losses amid DDR4 supply tightness
Taiwanese memory makers have emerged as major beneficiaries of the recent DDR4 supply shortage, which has driven rapid price increases. Companies like Nanya and Winbond saw significant...