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Wednesday 20 August 2025
TSMC holds the high ground on 2nm, but Samsung moves fast to close the gap
The battle for dominance in 2-nanometer (nm) chip manufacturing has officially begun. While Samsung Electronics is gaining ground by offering lower prices and faster response times,...
Tuesday 19 August 2025
Commentary: Tariff delays, price anxiety, and the EV stall in Taiwan

Despite lively public debate over vehicle pricing, Taiwan's electric vehicle (EV) market has entered a period of stagnation, as long-awaited...

Tuesday 19 August 2025
Smartphone display market sees diverging price trends across panel types

The third quarter, traditionally a peak season for the smartphone supply chain, has brought a mixed picture for display panel pricing...

Tuesday 19 August 2025
Yageo extends tender offer deadline for Shibaura Electronics amid MinebeaMitsumi price match
Taiwan's Yageo Corporation has extended the deadline for its tender offer bid (TOB) for Japan's Shibaura Electronics to August 28 amid a competitive price increase from rival MinebeaMitsumi...
Friday 15 August 2025
Apple is seen gaining tariff exemption as Samsung faces 25% levy threat, potentially reshaping global smartphone market
The US government is expected to announce its tariff policy this week on semiconductor-related products—including smartphones, laptops, and surveillance devices—sending...
Thursday 14 August 2025
China's leading SiC epitaxy plants see quarterly order surge, signaling market bottom
China's SiC industry faces oversupply as 6-inch substrate prices plunge, prompting a strategic pivot to 8-inch wafers
Thursday 14 August 2025
China's solar pricing limits trigger global market chaos
After six months of inactivity, China’s solar industry associations and national authorities reimposed price and production limits in mid-July 2025. This decision sent shockwaves...
Thursday 14 August 2025
OpenAI launches GPT-5 with competitive API pricing, intensifying LLM market rivalry
OpenAI has launched GPT-5, introducing a notable reduction in API pricing for input and output tokens. This move may heighten competition among language model providers and lead competitors...
Tuesday 12 August 2025
DDR4 contract prices surge in 3Q25 as Nanya and Winbond lead the rally
Tight supply of DDR4 DRAM has pushed contract prices into a sharp upward trajectory starting in the third quarter of 2025. Recently, senior procurement executives from major US-based...
Tuesday 12 August 2025
TI's whispered price hike tests nerve of China's cutthroat chip market

Texas Instruments (TI) has become the focus of market speculation after unconfirmed — but not denied — reports that it plans...

Monday 11 August 2025
Exclusive: Apple reportedly preparing US$599 MacBook to capture more laptop market share
Apple is preparing to shake up the notebook market with an all-new ultra-low-cost MacBook, according to supply chain sources. Some components are expected to enter mass production...
Sunday 10 August 2025
China's EV makers slashing prices, ignoring government warnings
Despite repeated clear statements from the Chinese central government urging automakers to stop vicious price-cutting, the market's price war has not eased. Instead, it has intensi...
Friday 8 August 2025
DDR4 price rally stalls as market shifts toward DDR5
Spot market prices for DDR4 memory, which soared during the second quarter of 2025, have begun to lose steam in the third quarter as demand from end customers shows signs of coolin...
Friday 8 August 2025
Macronix launches eMMC solutions to fill MLC NAND shortage
As major memory manufacturers, including Samsung Electronics, exit legacy process products, Macronix to expected to benefit by filling the supply gap in the MLC market.
Thursday 7 August 2025
TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike
As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...