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2026-04-09

[News] Taiwanese module maker Transcend Reportedly Sees 40–50% DDR5 Price surge in Q2

Amid recent price corrections in China’s retail DDR5 market that have raised concerns over a potential cooling in the memory cycle, Taiwan-based module maker Transcend pushed back against the narrative. According to Liberty Times, citing Chairman Peter Shu, the company’s actual transactions with...

2026-04-09

[News] U.S. Proposes to Tighten China Chip Tool Exports; Targets DUV to Slow SMIC and Peers’ Advanced Node Push

The U.S. is reportedly advancing a bill to further tighten China’s access to chipmaking equipment. According to South China Morning Post, U.S. lawmakers have proposed the Multilateral Alignment of Technology Controls in Hardware (MATCH) Act, which aims to close “critical gaps” in existing res...

2026-04-09

[News] From Annual Deals to 3–5 Year LTAs: Samsung and SK hynix Reportedly Reset Big Tech Memory Contracts

As memory emerges as a critical bottleneck in hyperscalers’ in-house AI chip development and large-scale infrastructure buildouts, long-term supply agreements are rapidly becoming the new industry standard—on time horizons longer than previously anticipated. According to Aju News, Samsung and SK...

2026-04-09

[News] Samsung Reportedly Plans Galaxy Z Fold 8 and “Wide Fold” to Expand Lineup; Potential Specs Emerge

Samsung is reportedly planning a new generation of foldable smartphones. According to ZDNet, citing Tom’s Guide, sources indicate that Samsung Electronics may unveil its next-generation foldables this summer, including the Galaxy Z Fold 8 and a tentatively named Galaxy Z Wide Fold. The following o...

2026-04-09

[Insights] Early April Panel Prices: Large-Size TV Panels Gain, Rising IC Costs Point to Further MNT Price Increases

.TV Entering April, some brands continue to maintain demand for TV panels, particularly for large-size segments. At the same time, component costs for panels have continued to rise, driven by war-related energy issues and semiconductor capacity crowding. As a result, panel makers are taking a m...

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