Subject


Semiconductors


2026-05-13

[News] Snapdragon 8 Elite Gen 6 Pro Reportedly Priced Above US$300 on TSMC 2nm, Risking Adoption

Qualcomm’s transition to TSMC’s 2nm process is expected to raise SoC costs, with next-generation chips potentially facing notable price increases. According to Wccftech, citing sources, the Snapdragon 8 Elite Gen 6 Pro could reportedly exceed US$300, potentially limiting adoption mainly to “Ul...

2026-05-13

[News] MLC NAND Spot Prices Reportedly Triple Since Late 2025 as Samsung, Kioxia Exit Supply

As global memory makers pivot toward high-capacity solutions and steadily phase out legacy 2D NAND, supply of low-capacity, general-purpose NAND chips is tightening sharply, sending spot prices soaring. According to Chosun Ilbo, 64Gb MLC NAND spot prices have surged more than 300% from end-2025 leve...

2026-05-13

[News] Iran Disruptions Reportedly Push Key Resin Materials Up 40% Since Mar., Fueling CCL Hikes Amid AI Demand

Amid Iran-related disruptions, growing shortages and price surges across key semiconductor inputs are increasingly threatening global tech supply chains. According to Nikkei, prices for metals and petrochemical materials have surged sharply amid the Iran war and related blockages in the Strait of Ho...

2026-05-12

[News] TI Reportedly Raises Power Component Prices 5–15% in July; De-China Shift Fuels Upcycle Momentum

As demand rebounds and customers rebuild orders following pandemic-era inventory corrections, automotive and industrial chip markets are regaining momentum, with Texas Instruments emerging as one of the key beneficiaries. As previously reported by Sina, TI has notified customers of a price hike effe...

2026-05-12

[News] MediaTek Reportedly Adopts Dual Packaging Strategy With Intel EMIB, TSMC CoWoS for AI ASIC Push

As TSMC’s CoWoS capacity crunch continues, Intel’s EMIB has emerged as a strong alternative, with IC design leader MediaTek reportedly adopting a dual advanced packaging strategy. According to Commercial Times, MediaTek is accelerating its expansion into AI ASICs and data center markets, while i...

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