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Monday 8 June 2026
LCD TV panel prices flatten as demand cools after early stockpiling
LCD TV panel prices have stopped rising as China's 618 Shopping Festival stockpiling and sports-event demand fade, leaving global TV supply chains in a more balanced position. For...
Monday 8 June 2026
China analog IC maker Shanghai Belling raises prices by up to 30%, signaling chip market recovery
Shanghai Belling, a Chinese analog IC supplier, has announced price adjustments for some of its products starting June 9, 2026, with increases ranging from 10% to 30%. The move is...
Monday 8 June 2026
CXMT's cheap DDR5 myth fades as supply, not price, becomes China memory maker's edge
ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the...
Saturday 6 June 2026
AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications,...

Friday 5 June 2026
India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher
India's PCB industry is facing mounting supply constraints and cost pressures, driven by a combination of raw material inflation, logistics disruptions, and a structural reliance on...
Friday 5 June 2026
Memory crunch pushes low-end smartphones toward 2026 breaking point
The global smartphone market performed better than expected in the first quarter of 2026 after some brands pulled forward orders, but shipments still fell by about 3.1% from a year...
Friday 5 June 2026
RTX Spark rekindles memory shortages, TeamGroup shifts to industrial control
Although PC market sales have slumped amid rising memory prices, Nvidia's "N1X" RTX Spark superchip is also fueling hopes for AI PC potential. TeamGroup General Manager Gerry Chen...
Thursday 4 June 2026
AI sparks tight supply warning for high-end passive components; MLCC rally eyes new super cycle
AI-driven demand for computing infrastructure has ended the passive components industry's inventory adjustment phase, with Taiwan-based leaders Yageo and Walsin Technology both seeing...
Thursday 4 June 2026
Qualcomm says Snapdragon C fills entry-level AI PC gap, not tied to Apple
Qualcomm's new entry-level Snapdragon C lineup is not directly tied to Apple, according to Kedar Kondap, senior vice president and general manager of compute and gaming at Qualcomm...
Thursday 4 June 2026
Exclusive: China tightens its grip on Silicon Carbide as the industry shifts to 8-inch wafers
At Computex 2026, much of the spotlight fell on the rapid evolution of AI data center infrastructure. Among the technologies drawing renewed attention was silicon carbide (SiC), a...
Thursday 4 June 2026
Taiwan's Walsin Technology gains pricing power from AI demand

Walsin Technology, one of Taiwan's leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will...

Wednesday 3 June 2026
Notebook shipment update, April 2026

Introduction

Tuesday 2 June 2026
Anthropic files confidential paperwork for IPO, racing ahead of OpenAI
Anthropic announced that it has filed confidential paperwork to go public on June 1 to the US Securities and Exchange Commission, pulling ahead of rival OpenAI for now in the IPO race...
Tuesday 2 June 2026
Agentic AI triggers widespread computing crunch across global supply chain
In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes...
Tuesday 2 June 2026
China's underwhelming holiday season shows memory hikes still weigh on consumer demand
After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly...