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2026-02-09Semiconductor Market News (FEB. 02 to FEB 08)| Driver ICs and MLCCs Both Price Hikes; Optical Communication Demand Increases…
Surging demand for high-end components is squeezing memory production capacity, forcing the supply chain to seek a new equilibrium between price hikes, component shortages, and supply diversification.
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2026-02-02Semiconductor Market News (JAN. 26 to FEB. 02)|SK Hynix Exclusive HBM3E Supplier; AI Server ASICs to Triple in Three Years…
AI-driven semiconductor market shifts: surging ASIC and HBM demand trigger supply chain price hikes, pressuring costs from cloud to automotive sectors. Market concentration disperses; supply resilience and self-sufficiency take center stage.
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2026-01-26Semiconductor Market News (JAN. 19 to JAN. 25)|Korean Cut NAND Production, Leading to Price Hikes; YAGEO Adjusts Resistor Prices…
Korean manufacturers' production cuts have driven up NAND prices, while chip resistors have become strategic materials due to server demand. Taiwan-based firms continue to benefit from capacity adjustments and technological upgrades.
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2026-01-21Semiconductor Market News (JAN. 12 to JAN. 18)|Global Chip Sales Hit New High, AI Demand Accelerates, SK Hynix Starts Production Ahead of Schedule…
The global semiconductor industry has seen record sales and revenue driven by AI, with Nvidia leading the market. Supply chains are expanding capacity and adjusting partnerships, while high-end demand and niche areas like military applications continue to grow.
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2026-01-12Semiconductor Market News (JAN. 05 to JAN. 11)|AI Demand Squeezes Consumer-Level GPUs; AI Servers Boost Taiwan ODM Performance…
The continuous deep integration of AI and the semiconductor industry has led to tight upstream supply, budget allocation shifts, and a surge in downstream ODM performance.
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2026-01-05Semiconductor Market News (DEC. 29 to JAN. 04)|GPU Prices Surge, Wingtech Locked in Arbitration Battle, 2 nm Chip War Ignites…
GPU and power semiconductor prices are rising simultaneously, competition in the 2nm process is intensifying, and supply chain dynamics, coupled with the AI export boom, are shaping an industry landscape characterized by both high volatility and high growth.
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