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Friday 27 March 2026
Intel confirms CPU price rises amid supply constraints, raising global hardware costs
Intel has confirmed it has begun raising CPU prices for OEM customers in response to ongoing supply constraints and rising raw material costs. According to Nikkei Asia, both...
Friday 27 March 2026
PCB material shortages intensify as CCL lead times hit 6 months, quota system imposed
The surge in AI applications driving PCB material upgrades is exacerbating upstream raw material supply shortages. Notably, besides ongoing price hikes, some IC substrate makers report...
Friday 27 March 2026
DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits
Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...
Thursday 26 March 2026
Dell sees stronger AI demand boosting early PC orders despite memory price hikes
Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers,...
Thursday 26 March 2026
Hiwin order surge signals industrial recovery amid geopolitical and cost risks
Hiwin Technologies reported stronger-than-expected order momentum, driven largely by demand for semiconductor equipment, artificial intelligence (AI) infrastructure, automation, robotics,...
Thursday 26 March 2026
South Korea freezes 2Q26 electricity rates, amplifying stress on pricing mechanism and future bills
South Korea will keep electricity rates unchanged for the second quarter of 2026 amid geopolitical tensions in the Middle East, which are pushing global energy prices higher, a decision...
Wednesday 25 March 2026
Tungsten prices surge as geopolitics worsen chip supply fears
Global supply concerns over tungsten, a critical material used in semiconductor manufacturing, are intensifying as geopolitical tensions in the Middle East disrupt commodity markets...
Wednesday 25 March 2026
Team Group posts 50x profit surge in January; annual procurement impact seen in 2Q26
Memory module maker Team Group reported a record-high monthly profit for January 2026, with earnings soaring over 50 times year-over-year. Although shipments declined in February due...
Tuesday 24 March 2026
Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26
As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions...
Tuesday 24 March 2026
Eternal Materials braces for stronger 2026 but flags oil-driven cost monitoring
Eternal Materials expects operations in 2026 to outperform 2025, driven primarily by growth in precision equipment and scaling shipments of semiconductor advanced packaging materials...
Tuesday 24 March 2026
Nexperia turmoil accelerates localization; Panjit targets 5% global MOS market share
As mature process foundry prices rise, Panjit COO Edgar Chen said the company will not implement across-the-board price hikes despite increasing copper raw material costs. Instead,...
Tuesday 24 March 2026
AI boom lifts substrate maker Kinsus as prices and demand rise
Buoyed by strong demand from makers of AI GPUs, CPUs, and application-specific chips, Kinsus Interconnect Technology said it expects a sharp lift in both revenue and product mix as...
Tuesday 24 March 2026
Apple supply chain shift and LG price cuts reshape OLED market
Given the escalating geopolitical tensions and intensifying competition in the global display market, recent developments indicate a significant reshaping of supply chains and pricing...
Monday 23 March 2026
Memory supply squeeze dents IPC profits
The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented...
Monday 23 March 2026
Nvidia pushes deeper into AI inference to counter custom chip rivals
At its GTC 2026 conference, Nvidia showcased a slate of technologies and new products squarely aimed at the next wave of artificial intelligence inference. With the integration of...