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2026-01-22

[News] Samsung & SK hynix Earnings Showdown on 1/29: Profit, CAPEX, HBM4 in Focus

Amid soaring memory prices driven by tight supply and strong demand, Samsung and SK hynix are set to release their fourth-quarter 2025 earnings on January 29, attracting keen market attention as it marks the first time both giants will report on the same day. Ahead of their earnings calls next week,...

2026-01-22

[News] China’s LED Industry Sees Broad Price Hikes; MLS and Kinglight Models Reportedly Up 5%–10%

China’s LED industry is seeing price hikes across the entire value chain. According to ijiwei, the latest increases span upstream chips, midstream packaging, and downstream applications, with dozens of companies issuing price adjustment notices covering products such as LED light beads, PCB boards...

2026-01-22

[News] First Wave of Chip Resistor Hikes: Walsin Reportedly Follows Yageo, Up to 20% from Feb. 1

Rising material costs are driving a tech-sector price surge, now hitting passive components. According to the Economic Daily News, after chip resistor leader Yageo and China’s largest chip resistor maker UniOhm kicked off the initial hike, Taiwan’s Walsin Technology has followed, with increases ...

2026-01-22

[News] Apple Reportedly Eyes 2027 AirTag-Sized AI Wearable Launch to Compete With OpenAI

Apple is reportedly working on a new wearable device. According to 9to5Mac, citing The Information, sources say Apple is developing an AI wearable roughly the size of an AirTag, with a possible launch as early as 2027. However, the report cautions that development remains at a very early stage and t...

2026-01-22

[News] Samsung Accelerates Taylor Fab Ramp-Up, Domestic EUV Pellicles Reportedly Enter U.S. Line

Samsung is accelerating the ramp-up of its Taylor fab, with trial runs of extreme ultraviolet (EUV) lithography tools reportedly beginning as early as March. Adding to the momentum, ETNews reports that the company has awarded a KRW 25 billion contract to South Korean supplier FST for EUV pellicle ha...

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