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2026-05-13

[News] Iran Disruptions Reportedly Push Key Resin Materials Up 40% Since Mar., Fueling CCL Hikes Amid AI Demand

Amid Iran-related disruptions, growing shortages and price surges across key semiconductor inputs are increasingly threatening global tech supply chains. According to Nikkei, prices for metals and petrochemical materials have surged sharply amid the Iran war and related blockages in the Strait of Ho...

2026-05-12

[News] Samsung Reportedly Plans Galaxy S26 Tactical Military Phone Later This Year; Apple Also Eyes Entry

Samsung Electronics is reportedly preparing to unveil a new military smartphone for the first time in three years as it steps up efforts to expand into the defense sector. According to Hankyung, the company is aiming to launch the “Galaxy S26 Tactical Edition (TE)” later this year, a military-fo...

2026-05-12

[News] TI Reportedly Raises Power Component Prices 5–15% in July; De-China Shift Fuels Upcycle Momentum

As demand rebounds and customers rebuild orders following pandemic-era inventory corrections, automotive and industrial chip markets are regaining momentum, with Texas Instruments emerging as one of the key beneficiaries. As previously reported by Sina, TI has notified customers of a price hike effe...

2026-05-12

[News] MediaTek Reportedly Adopts Dual Packaging Strategy With Intel EMIB, TSMC CoWoS for AI ASIC Push

As TSMC’s CoWoS capacity crunch continues, Intel’s EMIB has emerged as a strong alternative, with IC design leader MediaTek reportedly adopting a dual advanced packaging strategy. According to Commercial Times, MediaTek is accelerating its expansion into AI ASICs and data center markets, while i...

2026-05-12

[News] China Memory Module Maker POWEV Advances DDR5 Push as 64GB RDIMM Reportedly Enters Volume Production

As the market focuses on China’s push into HBM and next-gen NAND, another domestic memory player is quietly advancing in DDR5 amid the AI-driven demand surge. According to IT Home and Security Times, module maker POWEV said its 64GB 5600MT/s DDR5 Registered DIMM (RDIMM) server module, launched ear...

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