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Latest news and trends for industry
01
Jul
Nvidia GPU-network ecosystem tops data center Ethernet switches
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Posted by
jeff
According to IDC’s latest data, Nvidia’s networking business has surged to the top, with the company becoming the revenue leader in the global data center Ethernet switch market for the first time in the first quarter of 2026. This is an arena traditionally contested by network equipment vendors such as Arista Networks, Cisco, Huawei, and HPE, with switch chip suppliers such as Broadcom deeply involved.
01
Jul
As Acer nears its 50th anniversary, Stan Shih says ‘Business Family’ model offers more sustainable future
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Posted by
jeff
As the Acer Group approaches its 50th anniversary, founder Stan Shih said the company’s greatest legacy is not a single corporation, but what he calls the AAQW Business Family—a network of independently managed companies united by a shared corporate culture rather than family ownership.
01
Jul
Analysis: Apple isn’t a victim of memory price surge; it’s the biggest winner
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Posted by
jeff
Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that has overwhelmed global DRAM and NAND supply. Apple raised prices on its MacBook and iPad lines, too. However, to group Apple’s move with everyone else’s is to miss what is actually happening.
01
Jul
Yageo chairman takes control of Anpec board
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Posted by
jeff
After Yageo confirmed its stake in Taiwanese power management IC maker Anpec, attention has turned to whether the group will deepen its involvement in Anpec’s operations as part of a broader consolidation strategy. Anpec previously said that, based on the current understanding between the two companies, Yageo invested because it sees Anpec’s operating performance as attractive and wants exposure to the semiconductor industry. Yageo also planned to use its distribution channels to help bring products to international markets and had no intention of intervening in operations. However, Anpec’s leadership change suggests the two sides have clearly agreed to deepen cooperation.
01
Jul
Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers
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Posted by
jeff
Leading passive components supplier Yageo is reportedly set to raise capacitor prices across the board from July 1, according to supply chain sources. The price hikes will cover tantalum capacitors, multilayer ceramic capacitors (MLCCs), film capacitors, aluminum electrolytic capacitors, and solid capacitors, with average increases ranging from 10-20%. For the first time, the adjustment will also apply to direct customers, including EMS and OEM manufacturers.
01
Jul
Surging oil prices drive demand spike in Europe’s used EV market
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Posted by
jeff
Rising oil prices as a result of the war in Iran have caused the originally sluggish used electric vehicle (EV) market in Europe to flip, with demand now outpacing supply. Three-year-old used EVs are now priced at around EUR20,000, falling within reach of most consumers, while also offering lower long-term charging costs than fuel for internal combustion engine (ICE) vehicles. However, it remains to be seen how long this demand surge will last.