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Tuesday 21 April 2026
Samsung plans NAND expansion at P5 on AI-driven price gains
Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...
Tuesday 21 April 2026
Beijing acts on memory price surge, AI demand reshapes device costs

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

Tuesday 21 April 2026
Huawei flags smartphone price pressure, broadens AI device portfolio
Huawei used its latest product launch to deliver a dual message: rising component costs are tightening smartphone pricing margins, even as the company accelerates its push across AI-driven...
Tuesday 21 April 2026
Middle East conflict drives Shin-Etsu Silicone price hike; Topco to follow suit
Global energy and petrochemical supply chains are facing disruption from the Middle East conflict, driving up costs from crude oil to downstream industrial materials. These shifts...
Tuesday 21 April 2026
Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure
In 2026, critical semiconductor materials face a perfect storm of rising prices, shortages, and geopolitical disruption. Lead times for multilayer ceramic capacitors (MLCCs) and power...
Tuesday 21 April 2026
AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail
The Global Electronics Association has released a report highlighting how AI demand is redistributing memory supply, causing extended lead times, rising prices, and increased market...
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...
Monday 20 April 2026
India's smartphone shipments fall 3% amid cost pressures and weak demand
India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish...
Monday 20 April 2026
Taiwan's high growth and low inflation stand out amidst global economic downturn
As global research institutions downgrade their economic forecasts for 2026 in the wake of the joint US-Israel strikes on Iran, Taiwan has stood out as a rare exception to the worldwide...
Monday 20 April 2026
Brands boost wearable device sales to offset smartphone shipment pressure
Rising prices for key upstream components such as memory have dampened global smartphone shipments, prompting brands to boost memory inventory, raise the share of mid- to high-end...
Monday 20 April 2026
Acerpure begins OTC trading, targets emerging markets for smart home expansion
Acerpure's OTC listing on April 20 signals a push to harness demographic dividends in emerging markets, with implications for consumers worldwide. The smart home appliance company...
Monday 20 April 2026
As 2D NAND fades, UMC faces steep hurdles to enter a shrinking market

The global retreat from 2D NAND flash production is no longer a possibility but an emerging certainty. As major memory makers exit the segment,...

Monday 20 April 2026
Taiyo Yuden raises MLCC prices, Murata takes the lead, Samsung to follow suit
Japanese electronic components maker Taiyo Yuden recently issued a price increase notice, announcing that it will raise prices on some products starting in May, specifically in the...
Saturday 18 April 2026
Memory price surge hits Xiaomi shipments, forces strategy shift
Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from...
Friday 17 April 2026
MLCC, inductor prices climb as AI demand meets cost pressure
Global passive component prices are rising, led by Japanese suppliers, with the trend spreading across China and Taiwan. Higher raw material costs and AI-driven demand are tightening...