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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...

2026-04-08

[News] Decoding Impact: Asia Chipmakers Move to Tackle Helium Strain as Intel Gains Relative Buffer

While Iran and the U.S. have agreed to a ceasefire contingent on guaranteed safe passage through the Strait of Hormuz, the helium crisis across the semiconductor supply chain shows temporary signs of easing. However, as highlighted by Forbes, Qatar’s Ras Laffan Industrial City, which supplies r...

2026-04-08

[News] Apple Reportedly Sources Glass Substrate Samples Directly, Signaling Further In-House AI Server Chip Push

Apple may be moving to bring AI server chip development further in house, as recent developments suggest. According to Wccftech, citing The Elec, sources say Samsung Electro-Mechanics has supplied semiconductor glass substrate samples to Apple. Following earlier sample shipments to custom AI chip de...

2026-04-08

[Insights] Memory Spot Price Update: DRAM Extends Gradual Downtrend on Contained Selling Pressure; DDR4 Drops 1.18%

According to TrendForce's latest memory spot price trend report, DRAM continues to face contained selling pressure, with spot prices maintaining a gradual downward trend. In the NAND segment, most sellers are expecting further increases in 2Q26 contract prices, in an attempt to lift spot prices as w...

2026-04-08

[News] Intel Joins Tesla TeraFab, May Provide Design and Manufacturing Strength, Signaling Foundry Momentum

Intel is stepping into Elon Musk’s TeraFab initiative to help to produce 1 TW/year of compute. According to Tom’s Hardware, the company said Tuesday that it is now part of the project, a move that highlights Intel’s ability to design, manufacture, and package advanced processors at scale, pote...

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