Semiconductor News & Analysis Feed
83 articles
2026-07-10
www.ad-hoc-news.de
2026-07-10
AD HOC NEWS
2026-07-10
digitimes.com
2026-07-10
Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter 2026 revenue totaled NT$37.55 billion, rising 3.11% sequentially and 17.68% year-over-year, while first-half 2026 revenue reached NT$73.98 billion, up 10.52% from the same period last year. Both second-quarter and first
2026-07-10
digitimes.com
2026-07-10
New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly US$300 compared with the iPhone 17 Pro Max released in September last year. Ballooning memory costs largely account for this increase, although Apple may be better placed than most other smartphone brands to weather such price hikes.
2026-07-09
digitimes.com
2026-07-09
Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher prices and AI-driven memory shortages that kept demand strong through the second quarter.
2026-07-06
news.google.com
2026-07-06
Moomoo
2026-07-06
digitimes.com
2026-07-06
Samsung Electronics is negotiating with customers to raise average selling prices for commodity DRAM by as much as 20% in the third quarter of 2026 from the prior quarter, according to ZDNet Korea, which cited industry sources.
2026-07-06
digitimes.com
2026-07-06
United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12 billion, up 0.8% from May and 22.85% year-on-year — a 44-month high. Second-quarter revenue climbed to NT$68.73 billion, up 12.61% sequentially and 16.98% year-on-year, the highest level in 15 quarters.
2026-07-05
news.google.com
2026-07-05
Moomoo
2026-07-03
tomshardware.com
2026-07-03
Anton Shilov
Intel confirms price increases for Core Ultra 200S Plus, Xeon 6 processors, cites market dynamics, rising costs, soaring demand.
2026-07-03
digitimes.com
2026-07-03
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and service advantages are becoming more visible as the search for non-China supply chains gains momentum.
2026-07-02
digitimes.com
2026-07-02
Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.
2026-07-01
tomshardware.com
2026-07-01
Bruno Ferreira
Virginia county asks all employees including schools to save power, due to AI-driven power requirements— state's 400-plus datacenters steadily increasing demand, grid expansion, and pricing
2026-07-01
www.trendforce.com
2026-07-01
TrendForce
[News] ASE Reportedly Raises Advanced Packaging Quotes by More Than 20% in Latest AI-Driven Price Hike
2026-07-01 Semiconductors editor
News
Please note that this article cites information from MoneyDJ, Liberty Times, and Economic Daily News.
AI-driven semiconductor demand is reportedly fueling another round of price increases across the OSAT industry. According to MoneyDJ, citing indust
2026-07-01
digitimes.com
2026-07-01
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure on prices. Although early stocking tied to sports events, plus shortages and price hikes in components such as memory, lifted global TV panel shipments in the first half of 2026, the market is now entering the tr
2026-06-30
en.tempo.co
2026-06-30
Tempo.co English
This website is using a security service to protect itself from online attacks. The action you just performed triggered the security solution. There are several actions that could trigger this block including submitting a certain word or phrase, a SQL command or malformed data.
You can email the site owner to let them know you were blocked. Please include what you were doing when this page came u
2026-06-30
ca.finance.yahoo.com
2026-06-30
Yahoo! Finance Canada
'Not constructive': Tim Cook blames Micron for Apple's $300 price hike. Micron suggests Apple helped cause the shortage
Rudro Chakrabarti
June 30, 2026 6 min read
AAPL
-0.14%
MU
-5.46%
Shutterstock.com
On June 25, Apple (NASDAQ:AAPL) announced sweeping price increases across its MacBook and iPad lineups — along with Apple TV, HomePod and Vision Pro — with CEO Tim Cook laying the blame on the comp
2026-06-30
finance.yahoo.com
2026-06-30
Yahoo Finance
'Not constructive': Tim Cook blames Micron for Apple's $300 price hike. Micron suggests Apple helped cause the shortage
Rudro Chakrabarti
June 30, 2026 6 min read
AAPL
-0.17%
MU
-5.52%
Explore stocks on Coinbase
Trading disclosure
On June 25, Apple (NASDAQ:AAPL) announced sweeping price increases across its MacBook and iPad lineups — along with Apple TV, HomePod and Vision Pro — with CEO Tim Cook
2026-06-30
moneywise.com
2026-06-30
moneywise.com
Rudro Chakrabarti
Jun 30, 2026
On June 25, Apple (NASDAQ:AAPL) announced sweeping price increases across its MacBook and iPad lineups — along with Apple TV, HomePod and Vision Pro — with CEO Tim Cook laying the blame on the companies that supply the memory chips inside its products.
"There's less supply at a time when consumers want devices and the memory guys are passing along huge price increa
2026-06-30
digitimes.com
2026-06-30
Microcontroller customers are accelerating shipments into the first half of 2026 as higher production costs ripple through the supply chain, with global implications for electronics pricing and availability. Industry sources said buyers are seeking to secure supply before further increases, while weak demand and AI-related capacity pressure continue to shape the market.
2026-06-29
digitimes.com
2026-06-29
Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is spilling from data centers into consumer electronics.