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Latest news and trends for industry
09
May
TCL CSOT showcases APEX‑driven display technologies at SID 2026
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Posted by
jeff
09
May
AOC Q24G40ZE/WS launches as a 23.8‑Inch QHD esports monitor with a 260Hz Fast IPS Panel
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Posted by
jeff
09
May
Global semiconductor market faces shortages as AI demand strains supply chains
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Posted by
jeff
Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial intelligence (AI) demand, escalating geopolitical fragmentation, and persistent supply chain constraints. The result, industry executives say, is a form of “silicon inflation” and a structural shortage cycle that extends far beyond a typical downturn.
09
May
Wiwynn shifts memory purchases as component costs pressure ODM margins
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Posted by
jeff
Rising prices for key components, including memory and processors, are increasing working-capital pressure on server original design manufacturers (ODMs) while also weighing on gross margins.
08
May
US president considers inviting Nvidia and other CEOs to China trade talks
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Posted by
jeff
CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump’s visit to China next week. Along with the trade negotiations, the US leader has also sought to frame the summit as a type of high-level trade delegation, although the White House is reportedly considering inviting only a small number of executives.
08
May
TSMC revenue rise highlights Asia’s grip on AI chip supply
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Posted by
jeff
TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world’s largest contract chipmaker as investors focus on AI-related demand and capacity constraints across the semiconductor supply chain.