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Thursday 9 April 2026
CXMT IPO delay eases DRAM supply risks, supports pricing cycle
China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...
Thursday 9 April 2026
Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks
After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to...
Thursday 9 April 2026
China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...
Wednesday 8 April 2026
Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million),...
Wednesday 8 April 2026
China intervenes in memory supply; Apple outpaces local smartphone vendors
Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...
Wednesday 8 April 2026
SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals
After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence...
Wednesday 8 April 2026
Apple leverages supply chain advantage to boost market share despite AI lag
As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...
Wednesday 8 April 2026
Rising gallium costs force price increases across GaAs chip supply chain

Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

Wednesday 8 April 2026
Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26
Industry sources reveal that polarizer manufacturers are preparing a price hike starting in the second quarter of 2026, with increases beginning at 10%, though final approval remains...
Tuesday 7 April 2026
PCB bottlenecks, freight costs push electronics prices higher
The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...
Tuesday 7 April 2026
Formosa Plastics denies cutting PE supply amid US-Iran conflict, confirms March output increase
Impacted by the conflict in the Middle East, Taiwan has recently reported a shortage of plastic bags, raising questions about whether Formosa Plastics Group deliberately reduced production...
Tuesday 7 April 2026
Canada welcomes Chinese EVs as US draws hard line
In January 2026, Canada reached an agreement with China to allow the annual import of 49,000 Chinese electric vehicles (EVs), replacing tariffs that had previously reached as high...
Monday 6 April 2026
Smartphone order cuts hit IC design as recovery pushes to 2027
Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...
Sunday 5 April 2026
DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes
After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
Saturday 4 April 2026
Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent
Nanya Technology Corporation (NTC) reported March 2026 revenue of NT$18.17 billion (approx. US$568.15 million), up 16.42% month-over-month and 560.04% year-over-year. First-quarter...