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iPhone 18 Pro starts at NT$44,900 in Taiwan and 1TB costs NT$13,000 more: is the 2nm A20 Pro really what you are paying for?
With reviews and teardowns now out, the side-by-side memory layout is physically confirmed, but the WMCM label and TSMC as the foundry still have no primary source. And the extra increase on the top storage tiers is not a difference in chip cost.
AI capex 2026: Alphabet puts 60% into servers and Microsoft two-thirds into CPUs and GPUs — so why do they lock land and power first?
Alphabet, Amazon and Meta raised their 2026 capex guidance; Microsoft says its calendar-2026 expectation is unchanged once a lease reclassification is stripped out. A claim went around that most of the money goes to power rather than chips. Checked line by line against the filings and transcripts, that ratio is backwards — but power is still the binding constraint, for reasons that have nothing to do with cost.
A 1440p gaming PC in Taiwan, August 2026: the NT$69,597 build, and why the same parts now cost 55.8% more than a year ago
Two snapshots of the same Taiwanese retailer, taken one year apart: eight identical SKUs went from NT$45,578 to NT$70,990. Here is a build list you can copy today, and an audit of exactly which three parts swallowed the extra NT$25,412.
RTX 5070 at +57%, RTX 5060 Ti 16GB at +70%: in Taiwan, VRAM now sets the price
A single Taiwanese retail snapshot from 18 August 2026 puts the RTX 5070 at NT$28,888. Normalise every tier against official MSRP and the premiums line up by memory capacity, not by chip tier.
2026 NAND supply deficit estimated at 4–5%: buy a 2TB SSD now, or choose QLC?
The second-quarter NAND contract-price forecast surged, but upstream allocation does not mean empty shelves. Taiwan prices show the trade-offs among QLC, used U.2, HDDs and PCIe 5.0.
A 32GB DDR5 kit rose 14% in five days in Taiwan: why "wait for the crash" fails this cycle
Five days ago we logged a 32GB DDR5 kit at NT$12,800. The same SKU at the same retailer now lists at NT$14,599. The real story is not the increase — it is that both engines that historically pulled memory prices back down have stalled.
TSMC's 2nm is 3% of wafer revenue and will dilute 2H margins by 3-4 points: how a new node's J-curve actually works
TSMC guided Q3 gross margin down while raising its full-year growth outlook above 40%. Checked line by line against the primary filings, the story usually told about it — that the process is in trouble — does not match what TSMC says, though nothing rules yield out of the cost stack either.
Zen 6 landed in servers, not desktops: why the AM5 upgrade case now runs through DDR5 prices
AMD launched Zen 6 as EPYC 9006. Desktop Ryzen 10000 has no announced specs, date or price. After checking the primary sources, the decision to build now or wait is a memory-price question, not a performance one.
RTX 5090 hits NT$165,990 in Taiwan: how the AI infrastructure boom reaches a gaming GPU
I paid NT$119,000 for an RTX 5090 last November. A Taiwan retail listing now asks NT$165,990. GDDR7 allocation, hyperscaler spending and replacement-cost risk explain the gap.