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Tuesday 2 December 2025
Samsung Electronics to maintain quarterly DRAM supply negotiations amid rising memory costs
Samsung Electronics' Device Solutions (DS) division will continue negotiating mobile DRAM supplies on a quarterly basis with its Mobile eXperience (MX) division, despite ongoing memory...
Tuesday 2 December 2025
Copper shock, AI PCB demand recasts global CCL pricing
Costs for copper foil and electronic-grade glass fibre cloth are climbing at the same time that AI infrastructure build-out is fuelling strong demand for high-frequency, high-speed...
Tuesday 2 December 2025
Panasonic raises tantalum capacitor prices, following US competitor steps
After Yageo's subsidiary KEMET raised prices on its tantalum capacitors twice in less than six months, Panasonic, currently ranked as the fourth largest supplier, also decided to...
Monday 1 December 2025
Shinkong’s new growth story starts with GPU packaging and e-paper
Shinkong Synthetic Fibers Corporation (SSFC) told investors on November 28 that it is navigating a challenging operating environment marked by raw material price volatility, Chinese...
Friday 28 November 2025
Samsung races to seal HBM4 deal with Nvidia, targets early 2026 shipments
Samsung Electronics is reportedly nearing a deal with Nvidia on 2026 HBM4 pricing, aiming to match SK Hynix's rates as the company accelerates capacity expansion and reorganizes its...
Friday 28 November 2025
Chinese smartphone makers face cost pressures, plan product cuts or price hikes
Amid surging demand from artificial intelligence (AI) servers and high-end personal computers, prices of DRAM and LPDDR5 memory have soared, placing heavy cost pressures on budget...
Wednesday 26 November 2025
DDR4 supply crunch pressures margins for industrial and consumer electronics
The ongoing shortage of memory chips is sending ripples through the industrial-computer, networking, and consumer-electronics sectors, raising costs and straining profit margins....
Wednesday 26 November 2025
Chunghwa Telecom subsidiary IISI makes stock market debut amid rising demand for digital services

International Integrated Systems, Inc. (IISI), a subsidiary of Chunghwa Telecom (CHT), began trading on the Taiwan Stock Exchange on...

Tuesday 25 November 2025
Innodisk says flash price surge accelerates in 4Q25
As the global memory shortage intensifies, Innodisk chairman Randy Chien stated that the trend for 2026 will be simultaneous shortages in DRAM and NAND Flash, while edge AI applications...
Tuesday 25 November 2025
MediaTek and Qualcomm face 2nm, memory cost pressures driving flagship SoC price hikes
Leading smartphone chip designers Qualcomm and MediaTek are reportedly set to increase prices for their 2026 flagship mobile SoCs due to dual pressures from advanced wafer foundry...
Tuesday 25 November 2025
DRAM and NAND shortages intensify, forcing major manufacturers to ration shipments

Simon Chen, chairman and CEO of ADATA Technology, stated that demand for DRAM and NAND flash has far outpaced production, with DDR5 prices...

Tuesday 25 November 2025
YMTC rockets to 13% shipment share in NAND Flash, Micron now in sight
Yangtze Memory Technologies Corp (YMTC) has strengthened its position in the global NAND Flash market, exceeding a 10% shipment share in the first quarter of 2025 and rising to 13%...
Monday 24 November 2025
Lenovo builds a 50% inventory buffer to hold PC prices through 2025
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...
Monday 24 November 2025
Exclusive: Lenovo stays insulated from DRAM crunch with Samsung ties, China supply priority
The memory shortage is rippling through the PC supply chain, prompting vendors to scramble for DRAM allocations at upstream suppliers. Industry sources say senior Asus executives...
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has...