Electronics

Memory chip shortage may keep electronics prices high through 2027

By Axel Miller | 20 May 2026

Rising AI infrastructure demand and delayed semiconductor capacity expansion could keep electronics prices high through 2027, industry leaders warn.

India’s semiconductor push gains pace with new plants and data center growth

By Cygnus | 11 May 2026

India is advancing semiconductor manufacturing projects and expanding AI infrastructure as part of its long-term technology and electronics strategy.

Sony and Nintendo face rising gaming costs amid chip supply pressure

By Cygnus | 08 May 2026

Sony and Nintendo are navigating rising semiconductor, memory and logistics costs as AI demand reshapes the global gaming hardware supply chain.

Sony, TSMC partner on next-gen image sensor venture in Japan

By Axel Miller | 08 May 2026

Sony Semiconductor Solutions and TSMC are partnering on a next-generation image sensor venture in Japan focused on AI, automotive and industrial technologies.

Asia’s chip giants power the AI rally as hardware demand surges

By Axel Miller | 07 May 2026

Asian semiconductor giants TSMC, Samsung, and SK hynix are benefiting from booming AI infrastructure demand as HBM memory and advanced chips power the global AI rally.

Apple expands renewable energy push in India with CleanMax partnership

By Axel Miller | 07 May 2026

Apple is expanding renewable energy and sustainability initiatives in India to support greener manufacturing and lower supply chain emissions.

Delta Electronics sees strong growth but flags input cost pressures

By Axel Miller | 30 Apr 2026

Delta Electronics reports strong growth from AI data center demand but warns of rising copper and energy costs impacting margins.

Qualcomm and MediaTek reportedly explore OpenAI-linked AI chip ambitions

By Axel Miller | 27 Apr 2026

Qualcomm and MediaTek shares moved after reports suggested potential OpenAI-linked AI chip development. Here’s what is confirmed—and what remains speculation.

SK hynix advances AI memory with next-generation high-capacity modules

By Cygnus | 20 Apr 2026

SK hynix continues development of next-generation DRAM and AI memory solutions, targeting improved efficiency and performance for data centers.

YMTC accelerates China’s memory expansion push with new fab capacity plans and technology upgrades

By Axel Miller | 14 Apr 2026

YMTC is expanding its NAND manufacturing capacity in Wuhan while advancing Xtacking 3D memory technology amid global semiconductor restrictions.

Tesla Explores Affordable EV Strategy as Competition Intensifies in China

By Axel Miller | 09 Apr 2026

Tesla is exploring a lower-cost electric vehicle to compete with affordable EVs from Chinese automakers and expand its global market reach.

Tesla trails rivals in India’s EV market as pricing and localisation challenges persist

By Cygnus | 08 Apr 2026

Tesla remains a niche player in India’s EV market as high import duties and lack of local manufacturing keep prices elevated.

Tesla chip strategy evolves as industry focus shifts to advanced nodes

By Axel Miller | 19 Mar 2026

Tesla continues to develop custom chips for AI and autonomous functions while partnering with advanced semiconductor foundries as the industry moves toward next‑generation process technologies.

India’s semiconductor market set for strong growth amid policy push: Deloitte

By Cygnus | 18 Mar 2026

India’s semiconductor market is expected to grow strongly, driven by policy support, rising demand, and investments from global and domestic players.

China’s No. 2 chipmaker prepares 7nm process as Beijing pushes semiconductor self-reliance

By Cygnus | 16 Mar 2026

China’s Hua Hong Semiconductor is preparing a 7nm chip process in Shanghai, expanding domestic semiconductor capabilities amid global tech competition.

India advances semiconductor push with expanded ISM roadmap

By Cygnus | 12 Mar 2026

India is expanding its semiconductor strategy under ISM as production milestones and new investments boost domestic chip capabilities.

Samsung Display CEO warns rising oil prices could lift electronics costs

By Axel Miller | 12 Mar 2026

Samsung Display CEO Chung Yi says rising oil prices could increase display manufacturing costs and pressure electronics pricing.

U.S. and Japan explore $13B display plant with Japan Display

By Cygnus | 09 Mar 2026

The U.S. and Japan are considering a $13B display factory with Japan Display as part of supply chain diversification efforts.

Applied Materials jumps 12% as AI chip demand drives strong revenue forecast

By Axel Miller | 13 Feb 2026

Applied Materials shares surge after forecasting $7.65bn in Q2 revenue, driven by strong AI chip and memory demand.

AI Chip Stocks Stumble: AMD Plunges 6% on Weak Outlook as Nvidia Selloff Deepens

By Cygnus | 04 Feb 2026

AI chip stocks stumble as AMD plunges on weak revenue outlook and Nvidia shares slide amid profit-taking and valuation fears.

SK Hynix posts record quarterly profit, sees AI driving memory chip demand

By Axel Miller | 28 Jan 2026

SK Hynix posted a record Q4 profit of $13.5 billion, driven by booming AI memory chip demand and strong pricing, while announcing a large share cancellation and U.S. expansion plans.

Micron to invest $24 billion in new Singapore memory chip plant

By Cygnus | 27 Jan 2026

Micron plans a $24 billion memory chip fab in Singapore, with NAND production slated for late 2028 and HBM packaging starting in 2027, as global AI demand soars.

Apple supplier Pegatron targets March-end completion of first U.S. factory in Texas

By Cygnus | 23 Jan 2026

Apple supplier Pegatron expects its first U.S. factory in Texas to be completed by end-March 2026, with trial production planned for late March or April.

Intel warns of AI chip supply crunch; shares slide 13% on weak Q1 2026 forecast

By Axel Miller | 23 Jan 2026

Intel shares fell 13% after hours after the chipmaker forecast weak Q1 2026 results and warned supply constraints are limiting AI data center chip shipments.

Surging Memory Chip Prices Dim Outlook for Consumer Electronics Makers

By Axel Miller | 22 Jan 2026

Rising memory chip prices driven by AI server demand are squeezing device makers, raising consumer electronics prices and dimming shipment outlook for 2026.