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2026-06-25

[News] MLCC Turns From Electronic Rice Into a Gold-Like Rally, With Quotes Reportedly Updating Every 30 Minutes

As the surge in AI server demand continues, MLCC (multilayer ceramic capacitors) prices continue to climb. According to YiCai Global, in Shenzhen’s Huaqiangbei market, quotations are reportedly changing at extreme speed, with traders describing a situation where MLCC prices are being updated as fr...

2026-06-25

[News] Micron Profit Surges 15-Fold as Margin Nears 85%; HBM4 Revenue Exceeds $1B

Fueled by the AI boom, Micron delivered another blockbuster quarter in 3QFY2026, with revenue surging 74% sequentially and profit more than doubling from the previous quarter, according to its press release. Gross margin climbed to a record 84.9%, well above the company's 81% forecast and up sharply...

2026-06-25

[News] ASE Targets FOPLP Mass Production by End-2026, Launches 15 Expansion Projects This Year Amid AI Boom

As TSMC accelerates development of CoPoS (Chip-on-Panel-on-Substrate), Taiwan OSAT leader ASE is also making steady progress in fan-out panel-level packaging (FOPLP). According to TechNews, citing COO Tien Wu at the June 24 shareholders’ meeting, ASE’s first fully automated high-volume productio...

2026-06-24

[News] Kioxia Executive Pay Reportedly Surges Multiple-Fold, Converging toward Samsung and SK hynix Peer Levels

As Kioxia’s market capitalization briefly surpassed Toyota Motor in June to become Japan’s largest listed company, attention is also turning to the company’s top executive compensation. According to Bloomberg, citing Kioxia’s freshly revealed securities report (year ended March 2026), Execut...

2026-06-24

[Insights] Memory Spot Price Update: DRAM Buyers Resist Higher Quotes as Mainstream DDR4 Prices Gain 0.28%

According to TrendForce’s latest memory spot price trend report, DRAM trading remained subdued as buyers showed little willingness to follow higher quotations, with mainstream DDR4 chips (DDR4 1Gx8 3200MT/s) edging up 0.28% this week. In NAND flash, diverging expectations between buyers and seller...

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