Rising raw material costs and exchange rate fluctuations have driven upstream panel material suppliers in China to raise prices on glass substrates, polarizers, target materials, and PCBs since 2025. Although not all suppliers succeeded in increasing prices, the overall cost pressure has pushed panel manufacturers to focus more on ultra-large-size TV panels, prompting modest capacity expansions.

The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first quarter of 2026. The company expects DRAM price increases from the fourth quarter of 2025 to sustain through the second quarter of 2026, marking three consecutive quarters of growth and effectively doubling contract prices year-over-year. Furthermore, Winbond’s new production capacity planned for 2027 has already been fully booked.

Samsung Electronics announced that its entire 2026 lineup of OLED TVs and OLED gaming monitors has been certified as NVIDIA G‑Sync Compatible, marking a significant step in the company’s push toward high‑performance gaming displays. The certification ensures that every 2026 Samsung OLED model meets NVIDIA’s standards for variable refresh rate stability, low latency, and tear‑free gameplay when…

China is pushing ahead with its semiconductor materials strategy. Shanghai, one of the country’s leading cities, has included brain-computer interfaces (BCIs) and fourth-generation semiconductors among its priority future industries, signaling early preparation for a new materials era beyond third-generation semiconductors.