Semiconductor

Advanced Packaging: Market Trends and Outlook
Semiconductors

[News] From Pricing War to Pricing Power: Behind Samsung Foundry’s Reported up to 15% Price Hikes
Semiconductors

[News] Rapidus Scales Up Advanced Packaging, Targets 8-Reticle Interposers With 600mm Panels by 2030
Consumer Electronics

[News] Xiaomi Unveils 3nm XRING O3, Reportedly First Mobile Chip to Support LPDDR6; Debuts on Xiaomi 18 Fold
Emerging Technologies

[News] SK hynix Unveils CPO Roadmap, Looks Beyond HBM to AI Infrastructure

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    2026-08-25

    [Insights] Tantalum Prices Nearly Triple on AI Demand, Supply Disruptions; EV Capacitor Lead Times Reportedly Top 1 Year

    News

    Surging AI demand and mining disruptions in Africa are putting the EV industry at risk of a tantalum capacitor supply crunch in 2026. TrendForce notes that as of August 11, tantalum ingot prices had jumped from RMB 2,600/kg at the end of 2025 to RMB 6,650/kg, nearly tripling. While upstream smelters...

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