Taiwan-based passive components giant Yageo announced it has increased its tender offer price for Japan’s negative temperature coefficient (NTC) thermistor manufacturer Shibaura Electronics. The offer price was raised from JPY6,200 (US$41.86) per share to JPY6,635 per share, surpassing the expectations of competitor MinebeaMitsumi.
The high-bandwidth memory (HBM) supply landscape for Nvidia is expected to experience significant changes in 2026. Currently, about 90% of Nvidia’s HBM is supplied by SK Hynix, but forecasts indicate that SK Hynix’s share will drop to around 50% in 2026.