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DIGITIMES Asia: News and Insight of the Global Supply Chain

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Title: DIGITIMES Asia: News and Insight of the Global Supply Chain

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Industry speculation about collaboration between optics manufacturers and semiconductor companies to bolster their silicon photonics (SiPh) capabilities is gaining ground. Following Largan Technology chairman Enping Lin's comments during a recent earnings call, Asia Optical chairman I-Jen Lai confirmed that Asia Optical is also a potential participant in this trend.


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As AI smartphones and AI PCs surge, end devices demand unprecedented memory bandwidth. Recently, Chinese interface IP provider Innosilicon announced that its self-developed LPDDR6/5X combo IP has successfully shipped to major customers.


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Yageo, a major Taiwanese manufacturer of passive components, has informed customers it will raise prices on specific chip resistors (R-Chip) products starting February 1, citing escalating costs of silver, ruthenium, and palladium. The increase follows prior hikes in related components by Yageo subsidiaries KEMET and Pulse.


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Despite supply-chain pressure and memory shortages, the global smartphone market remained resilient in 2025, supported by strong demand for high-end models, foldable devices, and early upgrade cycles driven by expectations of future price increases.


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Below are the most-read DIGITIMES Asia stories of the week of January 12-18, 2026.


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