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2026-01-21

[News] JX Advanced Metals Reportedly Plans ¥5B Rapidus Investment, Plus Key Materials Supply

Japan’s government-backed foundry Rapidus is targeting mass production of 2nm chips in the second half of 2027. According to MoneyDJ, citing Nikkei, sources say Japanese chip materials supplier JX Advanced Metals is considering a ¥5 billion investment in Rapidus and may also supply materials to t...

2026-01-21

[News] China’s Xiaomi, OPPO Reportedly Cut 2026 Shipments Amid Memory Crunch, Huawei Less Affected

Amid surging memory prices, Chinese smartphone brands are emerging as some of the hardest hit. According to the South China Morning Post and Jiemian News, Xiaomi has trimmed its 2026 shipment forecast by over 20%, while OPPO, Transsion, and vivo have also scaled back their shipment projections. N...

2026-01-21

[Insights] Late-January Panel Prices: TV Panels Poised to Rise, Notebook Continue to Fall

.TV In January, despite the impact of rising memory and component prices, some leading TV brand customers continue to actively build inventory, seeking to further expand market share by leveraging their relatively stronger access to memory and other components compared with smaller brands. As a...

2026-01-21

[News] TSMC Advanced Packaging CapEx Projected to Grow 24% CAGR in 2025–27; AP7 Eyes WMCM, CoPoS

TSMC is scheduled to hold a media tour in Chiayi on the 22nd, marking the first time its Chiayi AP7 site will be opened to local media. According to Commercial Times, construction at TSMC’s Chiayi facilities is progressing at full speed. Supply-chain sources note that AP7 Plant 2 began equipment i...

2026-01-21

[News] Volume-Locked, Price-Flexible LTAs Gain Ground in DRAM, Nanya, Winbond Reportedly Extend Contracts

Memory prices continue to surge amid tight supply, pushing both makers and buyers into a delicate balancing act. According to Commercial Times, long-term supply agreements (LTAs) are shifting away from the old model that locked in both price and volume, as the trend favors deals that guarantee commi...

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