Subject


Semiconductors


2026-01-05

[News] ASUS’s Reported 15-20% Price Hike Triggers Domino Effect as Retailers Raise Rivals’ Prices Jan. 5

ASUS has sent shockwaves through Taiwan’s notebook market, announcing a fresh round of price hikes effective today (Jan. 5). According to Mirror Daily, the company has told resellers that prices for mainstream notebook models will rise by NT$3,000 to NT$5,000, while gaming laptops could see increa...

2026-01-05

[News] NVIDIA, AMD Reportedly Plan Price Hikes Starting 1Q26; GeForce RTX 5090 May Reach $5,000

Rising memory prices are expected to prompt graphics card price increases from NVIDIA and AMD. According to Kbench, citing sources, the two companies are planning phased price hikes across their full product portfolios beginning in the first quarter of 2026. As the report notes, AMD may begin rol...

2026-01-05

[News] Google Led TPU Innovation with Patent Spike; Broadcom, MediaTek Reportedly Boost Reserved Wafers

As Google intensifies its push for Tensor Processing Units (TPUs), aiming to secure more orders from major tech players, the company’s R&D efforts are clearly bearing fruit. Nikkei reports that the company has sharply increased patent filings for AI data-center semiconductors, with application...

2026-01-02

[News] Earnings Call Preview: TSMC 2nm in Focus — Capacity, Sales Contribution, and More

Ahead of TSMC’s earnings call on January 15, the company quietly confirmed that its 2nm process entered mass production on schedule in 4Q25. With the market now expecting more details at the briefing, here are some of the key things to watch as this long-anticipated node steps into the spotlight. ...

2026-01-02

[News] China AI Chipmakers Step Up Hong Kong IPO with Baidu Kunlunxin Filing, Biren HK$5.58B Listing

China’s AI chipmakers are stepping up their push toward Hong Kong listings. According to Reuters, Chinese search giant Baidu said that its AI chip unit Kunlunxin has confidentially submitted a listing application to the Hong Kong Stock Exchange on January 1, setting the stage for a potential spin-...

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