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Tuesday 7 July 2026
LGES targets humanoid robot battery boom as Tesla Optimus supply looms

LG Energy Solution (LGES) is emerging as a key battery supplier for humanoid robots, as demand for high-performance batteries shifts from...

Tuesday 7 July 2026
Solstice Advanced Materials to buy Element Solutions in US$14.5 billion deal

The planned acquisition of Element Solutions by Solstice Advanced Materials would create a larger supplier serving electronics, data...

Tuesday 7 July 2026
Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already...

Tuesday 7 July 2026
Broadcom and Apple extend custom chip deal through 2031
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device...
Tuesday 7 July 2026
Chicony Electronics reports June revenue gain as AI PC demand builds
Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...
Monday 6 July 2026
Samsung Foundry eyes comeback after Tesla chip win
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips after securing a Tesla order, as the company looks to rebuild a contract chipmaking...
Sunday 5 July 2026
AI, HPC test interface demand drives CHPT June revenue to new monthly high

Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive...

Saturday 4 July 2026
Thinking wins varistor orders as Japanese rival exits amid silver prices hikes

Volatile precious metal prices weighed heavily on passive component suppliers in early 2026, but the cost pressures have also created...

Friday 3 July 2026
Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently...

Friday 3 July 2026
Turvo expands auto business and targets growth in five new markets
Turvo Technology said on July 2 that it is expanding beyond automotive parts into healthcare, semiconductors, and robotics, a move that may interest global manufacturers and investors...
Thursday 2 July 2026
Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a...
Thursday 2 July 2026
Huawei raises prices despite China smartphone gains, exposing AI cost squeeze
Huawei's planned July price increase shows that China's smartphone cost crunch has moved from supplier negotiations to consumer pricing, even for a domestic brand gaining market sh...
Wednesday 1 July 2026
Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers
Leading passive components supplier Yageo is reportedly set to raise capacitor prices across the board from July 1, according to supply chain sources. The price hikes will cover tantalum...
Wednesday 1 July 2026
South Korea's southwest chip hub plan faces supplier gap
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's...
Wednesday 1 July 2026
Taiwan sends defense drone bills to committee review as supply chain ramps up
Taiwan's legislature moved defense drone proposals to committee review on July 3 after heated debate, advancing plans to fund a domestic autonomous unmanned vehicles program and prompting...