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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...

2026-01-21

[News] China Robotics Competition Intensifies in 2026; Top Firms Near RMB 1B in Orders; Shakeout Looms

China’s humanoid robotics sector is becoming increasingly competitive, with some companies now facing the risk of being forced out. According to Yicai, China currently has more than 100 humanoid robotics companies. After nearly three years of development, clear differentiation has emerged: leading...

2026-01-21

[News] From Air Conditioners to SiC: China’s Gree Electric Accelerates Third-Gen Chip Push for EVs

Gree Electric, the Zhuhai-based appliance giant, is quietly making waves in the semiconductor sector. According to IT Home and EE Times China, the company has entered the third-generation semiconductor market, with its silicon carbide (SiC) chips, already mass-produced for home appliance application...

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