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Wednesday 7 January 2026
Marvell to acquire XConn to expand PCIe and CXL switching portfolio
Marvell Technology has agreed to acquire XConn Technologies to strengthen its position in PCIe, CXL, and UALink switching for AI data center infrastructure, as demand grows for scale-up...
Wednesday 7 January 2026
Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...
Wednesday 7 January 2026
CES 2026: Intel launches 18A Panther Lake processors as PC makers face memory cost pressures
Intel unveiled its new Intel Core Ultra series 3 processors, codenamed Panther Lake, at CES 2026. These are the first AI PC platforms built on Intel's 18A process technology and designed...
Wednesday 7 January 2026
Memory price surge drives Nanya, Adata to record December revenue
Soaring memory prices have boosted the performance of related supply chains, with Nanya Technology and Adata Technology posting record single-month revenues for consecutive months,...
Wednesday 7 January 2026
LCD monitor panel prices rise alongside TV panels amid supply tightness
The LCD monitor end market entered a seasonal downturn at the start of 2026, with panel demand relatively weak. However, rising LCD TV panel prices and some brands increasing inventory...
Monday 5 January 2026
India roundup: OSAT players claim legacy packaging price parity

Indian OSAT players aim for price competitiveness on par with Malaysian rivals, as L&T Semiconductor...

Monday 5 January 2026
Smart wearable demand rises as 2026 poses challenges in costs and features
Smartwatch shipments returned to an upward trajectory in 2025 with products from Huawei, Xiaomi, Apple, and Samsung Electronics, further boosted by strong demand in China.
Friday 2 January 2026
Memory shortages to persist through 2026 as AI server demand surges

Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

Friday 2 January 2026
Walsin Lihwa and Taya see copper price gains extend to 2026 on AI, EV, grid demand
Copper prices are expected to continue rising through 2026, driven by strong demand from AI data center construction, growth in the electric vehicle (EV) industry, and power grid...
Friday 2 January 2026
CXMT logs first annual profit on DRAM price rebound

ChangXin Memory Technologies (CXMT) returned to profitability in 2025, recording its first full year of net income after a rebound in...

Friday 2 January 2026
Power supply chain weighs price hikes, long-term contracts as copper price increases
In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing...
Friday 2 January 2026
Galaxy S26 mirror predecessor specs, sparking Samsung's cost-cutting strategy debate
Samsung Electronics' 2026 spring flagship smartphones, the Galaxy S26/S26 Plus, are rumored to feature specifications similar to those of the previous generation. Analysts have revealed...
Thursday 1 January 2026
China capacity expansion and weakening end-market demand prompt cost reductions for 28nm process
The 28-nanometer process has become the most popular node among mature processes. It boasts the highest utilization rates and the strongest price support. However, market conditions...
Wednesday 31 December 2025
Notebook shipment update, November 2025

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Wednesday 31 December 2025
GigaDevice Semiconductor seeks up to HK$4.68B in Hong Kong listing

Chinese chip designer GigaDevice Semiconductor is pressing ahead with plans to list its shares in Hong Kong, seeking to raise as much...