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Wednesday 25 June 2025
Smartphone brands prepare Q3 launches after tepid 618 shopping festival performance
China's 618 Shopping Festival ended with smartphone sales showing continued growth, though at a more modest pace than previous years, as consumer demand weakened due to tariffs, inflation,...
Wednesday 25 June 2025
China's drone export squeeze drives prices sky-high
Export prices for Chinese-made drone components are skyrocketing as Beijing enforces stricter controls on outbound shipments. According to reports from China's Jiwei Network, since...
Tuesday 24 June 2025
Taiwan copper foil maker Co-Tech sees stable AI server demand despite industry headwinds
Taiwan-based Co-Tech Development said Monday it expects steady orders for specialized copper foils used in AI servers through the second half of 2025, even as the broader industry...
Tuesday 24 June 2025
HBM capacity crunch triggers price surge in DDR5 and VRAM markets
Rising demand for AI servers is forcing memory makers to shift their production priorities, sending shockwaves through the semiconductor supply chain. As manufacturers focus more on...
Tuesday 24 June 2025
Supermicro seeks US$2 billion convertible bond as deals ramp up
Supermicro Computer Inc. is raising US$2 billion from the sale of convertible bonds, extending a dramatic run of companies tapping the resurgent market to secure cheap capital.
Monday 23 June 2025
NAND flash prices to stay high in 2H25 with substrate shortage to hit soon, says Phison CEO

Strong demand in the memory market is expected to keep NAND Flash prices at elevated levels in the second half of 2025, according to Khein...