The recent surge in DRAM prices is widening pricing headroom across the semiconductor supply chain, prompting Chang Wah Electromaterials (CWE), a major semiconductor materials supplier...
Memory demand remains strong, intensifying the industry's supply-demand imbalance. Contract prices for the first quarter of 2026 are rising sharply, with major South Korean memory...
Prices for laptops and consumer IT devices are climbing as a sustained rally in memory semiconductor costs ripples through the market. The trend, described by industry observers as...
Dixon Technologies saw negative impacts due to the memory price rise for the third quarter of fiscal 2026. During an earnings call, management outlined plans to navigate global supply...
Realtek Semiconductor outlined its outlook for the first quarter and full year of 2026 during its January 27, 2026, earnings call, highlighting networking applications as the key growth...
Notebook makers are under growing pressure as memory shortages and price increases persist, while a widening shortage of CPUs adds a second constraint. What began as a supply gap at...
China's microcontroller (MCU) vendors have started raising prices, led by Cmsemicon's increases across MCU and related products, marking the first upward move in a market that has...
China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...
Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...
The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...
A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials...
The chip resistor supply chain is seeing another round of price hikes as major passive component manufacturers Yageo and Walsin Technology initiated the first wave. Taiwanese firm...
Taiwan's automotive market faced caution and subdued consumer demand throughout 2025 due to uncertainties over US tariffs and delayed tax amendments. Market confidence improved late...
The removal of US tariffs on Taiwan's machine tools has leveled the playing field with major competitors Japan and South Korea, offering some relief to the industry. However, while...
