Business
Korea-France AI, Nuclear Pact
Korea and France agree to collaborate on nuclear power, AI, chips, and core mineral supply chains. Deal aims to strengthen tech and resource partnerships amid global tensions.
36氪 · 173d ago
Latest Supply Chain News & Updates
AI for forecasting, routing and resilience — plus the AI boom’s own supply chain shocks in chips and components.
1409 articles
Infrastructure
Steam Deck 2 Targets 2028 Launch Amid Shortages
Leaker KeplerL2 on NeoGAF reports Valve plans Steam Deck 2 for 2028. Potential delay to 2029 due to memory and NAND flash shortages.
cnBeta (Full RSS) · 173d ago
Infrastructure
1TB Storage Scarce, Memory Prices Surge 800-1000 CNY
Q2 memory prices for smartphones continue surging, with new products rising 800-1000 CNY universally. 1TB storage is poised to become scarce amid ongoing cost hikes until 2027-2028.
IT之家 · 174d ago
Infrastructure
Super Micro Founder Denies China Smuggling
Super Micro co-founder Yih-Shyan “Wally” Liaw pleaded not guilty to smuggling Nvidia-powered servers to China. Charges involve billions in illegal diversions.
Bloomberg Technology · 174d ago
Infrastructure
Ganfeng Lithium Forecasts Explosive ESS Growth
Ganfeng Lithium, the world's largest lithium metal producer, expects explosive growth in the global energy storage system market in 2026 due to higher lithium prices and renewable energy demand. Executives highlighted a strong trajectory driven by global decarbonisation at an investors' conference.
SCMP Technology · 175d ago
Infrastructure
Puran Shares to Hike MCU Prices in 2026
Puran Shares will raise prices on general MCU products from April 15, 2026, due to upstream supplier hikes, rising packaging materials, and tight capacity. The move ensures stable supply and service quality.
36氪 · 175d ago
Infrastructure
Fund Crushing 99% Peers on Taiwan Small AI Stocks
A fund specializing in smaller Taiwanese AI supply chain companies has outperformed 99% of peers. Its diversified investment strategy has helped it endure recent industry volatility.
Bloomberg Technology · 175d ago
Infrastructure
AI Drives Copper Foil Volume-Profit Uptick
Huaxi Securities notes copper foil's heavy asset nature limited past capacity expansions amid high copper prices. Battery demand tightens supply, lifting processing fees.
36氪 · 175d ago
Infrastructure
Asia Chip Naphtha Squeeze Hits South Korea Hardest
Asia's chip industry faces a naphtha shortage due to Middle East turmoil, with South Korea most affected as it imports 45% of its naphtha needs, 77% from the region. Its semiconductor and industrial sectors are vulnerable to these supply disruptions.
SCMP Technology · 176d ago
Infrastructure
Storage Sector Black Monday Crash
US storage stocks endure Black Monday amid cycle peak fears. Weakening demand, loosening spot prices, and macro pressures drive consecutive plunges in the sector.
钛媒体 · 176d ago
Infrastructure
H2 Electronics Launches All Bad News
High global silicon wafer prices signal bad news for every second-half consumer electronics launch. The article draws parallels to historical shortages like Luoyang paper and Japanese rice.
Ifanr (爱范儿) · 177d ago
Infrastructure
PS5 Hike May Trigger Xbox, Nintendo Increases
Sony has raised PS5 prices amid rising costs. Analysts warn Xbox and Nintendo could follow due to component shortages fueled by AI demand.
Digital Trends · 178d ago
Infrastructure
Sony Halts Memory Card Sales Amid Shortages
Sony has suspended orders for nearly all CFexpress Type A, Type B, and SDXC/SDHC memory cards starting March 27, 2026, due to shortages. Only a few Type B models and low-end SF-UZ SD cards remain available until stocks run out.
The Verge · 179d ago
Infrastructure
Bluefox NX1 Mini Phones Hike 100 RMB
Bluefox announces a 100 RMB price increase for its NX1 mini phone series from March 31, 2026, due to surging global semiconductor and storage costs. New starting price is 699 RMB for 4G+64G version.
IT之家 · 179d ago
Applications
Pagoda Turns Profit Post-1600 Store Closures
Pagoda closed 1639 stores in 2025, narrowing losses to 3.17B yuan amid 20.4% revenue drop. H2 turned profitable via single-store fixes and AI tools.
虎嗅 · 179d ago
SetupAIBusiness
Business
Iran War Boosts Asia Tech Over Consumer Shares
Iran conflict may drive Asian tech shares to outperform consumer peers. War-induced inflation is seen outweighing damage to AI supply chains.
Bloomberg Technology · 182d ago
SetupAIApplications
Applications
Meta Glasses Delayed in EU
Meta's new display-equipped Ray-Ban smart glasses rollout is stalled in the EU. Issues include battery regulations, AI rules, and supply shortages.
Bloomberg Technology · 182d ago
Infrastructure
Apple Shifts OLED Supply from China
Apple is reducing reliance on Chinese display suppliers like BOE ahead of new OLED product launches. The company is accelerating shifts to other regional suppliers, significantly impacting BOE.
cnBeta (Full RSS) · 182d ago
Infrastructure
Huaqiangbei Enters AI Business Era
Shenzhen's Huaqiangbei electronics market declares entry into AI era. AI is positioned first as a business opportunity.
钛媒体 · 183d ago
Infrastructure
US Bans New Foreign-Made Routers
The FCC has designated new foreign-made consumer routers as national security risks, adding them to the Covered List and banning their sale. Existing models can still be used, sold, and updated until at least March 2027.
Engadget · 183d ago
Infrastructure
Memory Crisis May Revive Phone Expandable Storage
Surging RAM and storage prices are pushing smartphone brands toward hybrid solutions like microSD cards. This could revive expandable storage on phones to control costs amid the ongoing memory crisis.
Digital Trends · 183d ago
Infrastructure
Foxconn-Xinrixing JV Gets Regulator Nod
China's State Administration for Market Regulation unconditionally approved the new joint venture between Foxconn Industrial Internet and Xinrixing. The case appears in the anti-monopoly bureau's no-condition approval list for March 9-15, 2026.
36氪 · 184d ago
Infrastructure
Kioxia Discontinues TSOP MLC NAND
Kioxia has notified customers to discontinue TSOP-packaged MLC NAND flash products. These target small capacities from 8Gb to 64Gb.
cnBeta (Full RSS) · 187d ago
Infrastructure
Phone Makers Hike Prices on Chip Surge
OPPO, vivo, and others raise prices 200-1000 CNY amid DRAM/NAND costs up 50-90%, hitting low-end BOM hardest. Mid/low-end margins squeeze, some face losses; vendors shift to premium models.
虎嗅 · 189d ago
Infrastructure
Apple COO Visits Shenzhen Lab
Apple COO Sabih Khan and executives visited the Apple Application Research Lab in Shenzhen's Futian Bonded Zone. Launched in 2024, the lab is adjacent to key production sites and 200 suppliers, enabling one-day sample turnaround.
36氪 · 190d ago
Infrastructure
SSD Prices Surge Past Gold
Solid-state drives (SSDs) have emerged as hot investment tools with price surges outpacing gold. The storage market sees daily price fluctuations, turning hardware into a speculative asset.
Huxiu (虎嗅) · 190d ago
Infrastructure
Tianao DDR Memory Stays Defense-Only
Tianao Electronics confirms its DDR series storage is primarily for defense and military applications. Company has no plans to expand into civilian markets at this time.
36氪 · 190d ago
Infrastructure
Samsung Ends TriFold Sales After 3 Months
Samsung will end Galaxy Z TriFold sales in South Korea on March 17, three months after launch. The device was a limited technology showcase, selling ~3,000 units in small batches with no media reviews.
Engadget · 190d ago
Infrastructure
Vivo Raises Phone Prices on Memory Cost Surge
Vivo will increase suggested retail prices for select smartphone models under Vivo and iQOO brands starting March 18. The hikes are due to sharp global rises in semiconductor and memory chip costs.
TechNode · 191d ago
Infrastructure
vivo/iQOO Raise Prices on Chip Cost Surge
vivo and iQOO will adjust suggested retail prices for select products starting March 18, 2026, at 10:00 due to sustained rises in global semiconductor and storage costs. Specific models and prices are listed on official channels.
36氪 · 191d ago