Geopolitics Re-Enters the Cost Equation: Houthi Ceasefire to End Sep 30, War-Risk & Oil Freight Spike; Memory Demand Destruction Emerges (PC -10.4%, Phone -8.4%)
⏱ Price validity notice. Data assessed as of September 25, 2026 (W39), typically valid for about one week; key nodes app...
Detail
When a Wearable Pilot Exposed the Limits of Prototype Manufacturing
The incoming inspection did not fail because of one outlier. Every upper housing in a replacement lot showed at least on...
Sep 22, 2026 Detail
2027 Cost Baseline Locked In: Apple Accepts Samsung's 2027Q1 Memory LTA (+30–40%); ST MCU Lead Time Passes One Year; Silicon Wafers Rise Across All Sizes
⏱ Price validity notice. Data assessed as of September 18, 2026 (W38), typically valid for about one week in the current...
Sep 21, 2026 Detail
Risk Level Up: Analog & Discrete Turn Red; Murata Cuts MLCC Lines to Feed AI; Copper Flash-Crashes on Tariff Reversal
⏱ Price validity notice. Data assessed as of September 11, 2026 (W37), typically valid for about one week in the current...
Sep 14, 2026 Detail
AI-Driven Structural Shortage: MLCC Mega Long-Term Agreement Locks Capacity, CCL's Seventh Price Hike, Pass-Through Across the Entire Supply Chain
⏱ Price validity notice. Data assessed as of September 4, 2026 (W36), typically valid for about one week in the current ...
Sep 07, 2026 Detail
Structural Shortage Spreading: CCL & Aluminum Electrolytics Upgraded to Red, MLCC Enters a Price-Hike Cycle, Copper Hits a Record High
⏱ Price validity notice. Data assessed as of August 27, 2026 (W35) and typically remains valid for about one week in the...
Aug 31, 2026 Detail
The Second Wave Broadens: Memory Reprices in Lock-Step, Laminate Hits +53%, Copper Presses $14,500
⏱ Price-validity notice. Figures assessed as of 24 Aug 2026 and typically hold for about one week in the current fast-mo...
Aug 26, 2026 Detail.png)