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Xiaomi has announced a 20 billion Hong Kong dollar share repurchase plan.

Xiaomi has announced a 20 billion Hong Kong dollar share repurchase plan.

2026-05-28

The latest quarterly financial report of Xiaomi Group for the first quarter of 2026 shows that due to multiple external factors such as weak global demand for consumer electronic terminals, intense competition in the industrys mature stage, and rising…
In the first quarter of 2026, global DRAM revenue is expected to reach over one trillion US dollars.

In the first quarter of 2026, global DRAM revenue is expected to reach over one trillion US dollars.

2026-05-28

On May 27th, due to UBSs upward revision of its target price for Micron from $535 to $1,625 per share, Microns stock price soared by 19% in a single day, and its market value exceeded $1 trillion for the first time. On the same day, the stock price of…
Korean stocks soared and reached a trading halt.

Korean stocks soared and reached a trading halt.

2026-05-13

On the morning of May 11th, the main stock index of South Korea showed a strong upward trend after the opening. The major weight stocks of the market collectively exerted force to push up the market, leading to a significant overall increase.On the mo…
The real solution for China's chip industry lies here.

The real solution for China's chip industry lies here.

2026-05-13

Zhang Rujing stated that Chinas semiconductor industry does not need to be dispirited due to its inability to master the most advanced processes. Instead, it should leverage the high yield and cost advantages of mature processes to quickly capture the…
Analysis of the Latest Trends in the Semiconductor Storage Market

Analysis of the Latest Trends in the Semiconductor Storage Market

2026-04-14

DDR trend stops rising while NAND surges - The truth behind the Wuchangbei selling spree revealedThe 11-month-long DRAM price increase trend officially came to a halt in March 2026. In sharp contrast, the price of NAND flash memory has soared crazily,…
In 2026, chip prices will sound the alarm for an increase.

In 2026, chip prices will sound the alarm for an increase.

2026-04-14

In 2026, the global electronics industry witnessed an unprecedented chip price increase wave. This wave spread from the high-end computing power sector to consumer electronic terminals, affecting every link of the entire industry chain. Whether it was…
Memory chips and passive components are experiencing a

Memory chips and passive components are experiencing a "super price increase cycle"

2026-03-24

The triple pressures of supply-demand imbalance, high costs, and tight production capacity have all affected the entire value chain, from the upstream wafer factories to the downstream end manufacturers.1. Storage Chips: The "Super Cycle" Dr…
Is Watanabe going to raise the price too?

Is Watanabe going to raise the price too?

2026-03-24

Recently, a core piece of news has been making waves in the electronic component market - the Japanese passive component giant Murata has initiated internal discussions regarding the price increase of MLCCs. In other words: The "big brother"…
The booming trend of the global semiconductor market in 2026

The booming trend of the global semiconductor market in 2026

2026-03-11

Entering 2026, the global semiconductor market continues to maintain a hot trend. From the record-high increase in South Koreas chip exports to the concentrated price adjustments in various sub-sectors such as power semiconductors and memory chips, an…
SK Hynix and Samsung are simultaneously increasing their investments.

SK Hynix and Samsung are simultaneously increasing their investments.

2026-03-11

Micron Technology stated that currently it can only meet 50% to two-thirds of the demands of key customers. Data from KB Securities shows that as of February 2026, the satisfaction rate of main customer demand for memory chips was only approximately 6…
The shortage of AI-driven storage chips has intensified.

The shortage of AI-driven storage chips has intensified.

2026-01-23

Recently, the global storage chip industry has shown a strong trend. Under the joint promotion of the explosive AI computing power and the structural shortage of production capacity, the market has continued to fluctuate and rise. The industry general…
Price Increase Tide: Driven by Both Costs and AI Demand, How Can Supply Chains Respond?

Price Increase Tide: Driven by Both Costs and AI Demand, How Can Supply Chains Respond?

2026-01-23

Recently, industry sources indicate that the leading passive component manufacturer, Kemet, has officially sent out a price increase notice to its customers. It plans to raise the prices of some consumer-grade resistance products starting from Februar…
Price increase storm! Electronic components have entered a 26-year price increase cycle

Price increase storm! Electronic components have entered a 26-year price increase cycle

2026-01-08

At the end of 2025, the global chip and semiconductor component industry is experiencing an unprecedentedly severe price increase storm. From core raw materials in the upstream to terminal products in the downstream, price increase signals have been c…
Long-term shortages have become the new normal. How can the supply chain break through the deadlock?

Long-term shortages have become the new normal. How can the supply chain break through the deadlock?

2026-01-08

01 Supply ProspectThe supply tightness in the electronic components market has shifted from cyclical fluctuations to structural challenges. The latest industry information indicates that the tight supply situation of DRAM and NAND will persist until 2…
Nvidia has open-sourced and released its latest AI model!

Nvidia has open-sourced and released its latest AI model!

2025-12-19

NVIDIA has officially open-sourced and released its new generation of AI models: NVIDIA Nemotron 3. The Nemotron 3 series consists of three models: Nano, Super, and Ultra. The official introduction states that it possesses powerful intelligent agent, …
The imbalance between supply and demand in the NAND flash memory market has intensified

The imbalance between supply and demand in the NAND flash memory market has intensified

2025-12-09

The global NAND flash memory market is experiencing an unprecedented double shock of supply shortage and sharp price increase, posing severe challenges to the production and procurement of enterprises in the upstream and downstream of the electronics …
The chip industry has entered a period of price hikes

The chip industry has entered a period of price hikes

2025-12-09

ADIs revenue increased by 34%, indicating a significant recovery in analog chipsAnalog Devices (ADI) s latest financial report has sent out a signal of recovery in the analog chip industry. Its revenue in the latest quarter reached 3.076 billion US do…
Samsung has raised its prices significantly

Samsung has raised its prices significantly

2025-11-19

Reuters reported that according to two people familiar with the matter, the prices of some of Samsung Electronics memory chips have risen by as much as 60% this month compared to September. These chips are currently in short supply due to the global r…
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