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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 15 April 2026
Taiwan equipment makers ride advanced packaging and SiPh wave
Nvidia is accelerating the commercial rollout of silicon photonics (SiPh) technology, marked by the launch of its Rubin Ultra platform and the gradual establishment of co-packaged...
Wednesday 15 April 2026
South Korea's 97.5% reliance on Israeli bromine puts chip supply chain at risk
Rising geopolitical tensions in the Middle East are stoking concerns over semiconductor materials supply chains, as key inputs such as helium and bromine face potential disruptions...
Wednesday 15 April 2026
Samsung's record quarter sparks union standoff, putting global chip market and South Korean economy at stake
Samsung Electronics' union has sharply raised bonus demands after the company reported its best-ever performance in the first quarter of 2026, raising the prospect of strikes that...
Wednesday 15 April 2026
ASML posts solid 1Q26 as AI-driven demand lifts outlook
ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry...
Wednesday 15 April 2026
RISC-V gains ground in AI data centers with Nvidia backing SiFive

AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance...

Wednesday 15 April 2026
SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

Wednesday 15 April 2026
Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply
Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...
Wednesday 15 April 2026
Southern Taiwan Science Park eyes US$94 billion on AI tailwinds
Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion...
Wednesday 15 April 2026
Taiwan's AI chip dominance draws the global spotlight and scrutiny
Taiwan has emerged as the world's most consequential node in the AI supply chain — and the world is taking notice. Backed by TSMC's NT$53 trillion (US$1.67 trillion) market capitalization...
Wednesday 15 April 2026
China chip tool imports shift to Southeast Asia as US tightens export controls

China's imports of semiconductor manufacturing equipment from Southeast Asia surged in 2025, surpassing direct shipments from the US,...

Wednesday 15 April 2026
China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
Wednesday 15 April 2026
Broadcom and Meta deepen AI infrastructure alliance with multi-gigawatt ambitions

Broadcom and Meta have unveiled a sweeping multi-year, multi-generation partnership aimed at scaling Meta's AI infrastructure, signaling...

Wednesday 15 April 2026
CCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry...

Wednesday 15 April 2026
Taiwan, Japan team up on advanced materials to power next-gen chips and clean energy
Japan dominates the global market for semiconductor equipment and materials — a strategic chokepoint that its neighbors and partners have long sought to learn from, not just...
Wednesday 15 April 2026
Nvidia unveils 'Ising' AI models to accelerate quantum computing development
Nvidia has introduced a new open family of AI models called Ising, designed to address two of the most persistent engineering bottlenecks in quantum computing: processor calibration...