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Thursday 5 March 2026
Samsung DRAM prices reportedly double in 1Q26, jumping from 70% to 100% increase in a month
Reports indicate that Samsung raised DRAM prices by more than 100% in the first quarter of 2026. The increase had initially been negotiated at around 70% in January 2026, but expanded...
Thursday 5 March 2026
Apple’s $599 MacBook Neo tests a new low-cost play in the PC wars
Apple has introduced a US$599 MacBook Neo, its lowest-priced laptop ever, in a direct bid to expand competitiveness in the global PC industry. The new model targets budget Windows...
Thursday 5 March 2026
Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases...

Thursday 5 March 2026
WT Microelectronics sees 2026 growth despite memory price hikes
The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...
Wednesday 4 March 2026
Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power
The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...
Wednesday 4 March 2026
Rising memory prices push Nanya and Winbond into expansion and record revenues
Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate...
Wednesday 4 March 2026
TSMC leads foundry price hikes as second-tier firms see profit rebound
The global semiconductor industry is undergoing a new wave of structural reshuffling driven by the AI boom. In the wafer foundry sector, mature node foundry prices are finally breaking...
Wednesday 4 March 2026
Apacer eyes 2-2.5x memory ASP rise to boost 2026 revenue and profit
Memory module maker Apacer delivered strong results in 2025, with CEO Chia-Kun Chang stating that the memory industry will see no price reversal in 2026. With average selling prices...
Wednesday 4 March 2026
SmartSens raises CIS prices 10-20% for Samsung, Nexchip output on memory cost pressure

China-based CMOS image sensor (CIS) supplier SmartSens Technology has notified customers of price increases, stating that from March 1,...

Wednesday 4 March 2026
uPI Semi warns of tight PMIC supply amid wafer price hikes and AI server demand
Power management IC (PMIC) designer uPI Semi has forecast a widespread shortage in power IC supply throughout 2026, driven by surging demand from AI servers requiring high-performance,...
Tuesday 3 March 2026
Memory pricing shifts to 'hourly' as giants dominate, SMEs fight for survival
Semiconductor industry insiders report that memory shortages and price surges have intensified alongside AI industry growth, pushing some memory prices into an "hourly pricing" model...
Tuesday 3 March 2026
Samsung reportedly moves up foundry break-even target to 2026
Samsung Electronics has reportedly brought forward the timeline for turning its foundry business profitable to 2026, accelerating an earlier target of 2027 and raising expectations...
Tuesday 3 March 2026
Middle East conflict unlikely to disrupt Taiwan's short-term oil and gas supply; gas price volatility key to power costs
As the US–Iran war threatens to drive up global energy prices, concerns have been growing regarding Taiwan's energy supply, which is highly reliant on imported liquified natural...
Tuesday 3 March 2026
Yageo subsidiary Kemet hikes tantalum capacitor prices for third time as strong AI server demand continues
As artificial intelligence (AI) server applications consume large amounts of tantalum polymer capacitors, the supply-demand gap in the market continues to widen. Kemet, a subsidiary...
Tuesday 3 March 2026
Getac eyes defense digitalization amid Middle East conflict escalation
The intensifying conflicts in the Middle East are fueling demand for defense digitalization. Getac Holdings chairman James Hwang noted that as countries worldwide increase their defense...