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    China semiconductor leaders urge caution on Nvidia H200 deals
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    NEWS TAGGED CHIPS + COMPONENTS
    Friday 9 January 2026
    Nvidia weighs CCL performance and cost for VR server, plans M8.5-grade use
    CES 2026 is in full swing, where Nvidia CEO Jensen Huang announced that the next-generation Vera Rubin architecture servers have entered full production, set to succeed the Blackwell...
    Friday 9 January 2026
    Niching Industrial reports record revenue driven by advanced packaging materials in December 2025
    Niching Industrial, a supplier of semiconductor packaging materials, reported consolidated revenue of NT$128.37 million (approx. US$4.07 million) in December 2025, representing a...
    Friday 9 January 2026
    Tight memory supply to push smartphone prices higher in early 2026
    Smartphone brands face mounting challenges as memory prices are expected to surge over 50% in the first half of 2026, according to channel operators. The rise in memory costs threatens...
    Friday 9 January 2026
    Exclusive: SanDisk seeks prepaid cash deals for long-term HAND supply
    SanDisk is approaching customers with proposals for long-term NAND flash supply contracts that require 100% cash prepayment, according to supply chain sources. Industry participants...
    Friday 9 January 2026
    Taiwan accelerates infrastructure expansion to fortify AI and chip supply chains
    As Taiwan's semiconductor and AI server industries rapidly expand—led by TSMC and major hardware manufacturers—the government is accelerating infrastructure planning to...
    Friday 9 January 2026
    China tests US-Japan-South Korea alliance with export controls
    China is testing the extent of support US President Donald Trump would extend to Japan by imposing export controls on the country, just months after Trump boasted that he had solved...
    Friday 9 January 2026
    Limited H200 access signals Beijing's calibrated approach to foreign AI technology due to security concerns
    China is preparing to approve limited imports of Nvidia's H200 AI chips as early as this quarter, potentially reopening a key market for the US chipmaker while maintaining strict...
    Friday 9 January 2026
    TSMC Arizona's land purchase signals continued expansion of US chip manufacturing footprint
    TSMC said on January 8 that it has acquired land in Arizona through its subsidiary TSMC Arizona, marking another step in expanding its overseas manufacturing footprint.
    Friday 9 January 2026
    CSP deals tighten memory supply as 1Q26 prices surge
    Memory prices are accelerating again as cloud service providers move to secure supply, pushing costs higher across servers, PCs, and consumer electronics. Tight capacity, fueled by...
    Friday 9 January 2026
    Samsung Foundry eyes auto chips for growth beyond data centers

    Samsung Electronics is positioning its contract chipmaking business to win automotive orders, a move industry analysts view as a practical entry...

    Friday 9 January 2026
    TSMC accelerates global expansion despite talent shortage
    TSMC is rapidly expanding its global footprint, with facilities in Kumamoto, Japan; Arizona, the US; and Saxony, Germany. Facing a critical shortage of semiconductor equipment and...
    Thursday 8 January 2026
    CES 2026: Nvidia and Samsung signal possible talks on next-generation memory

    During the CES 2026 technology show, Nvidia executives made an unannounced visit to Samsung Electronics' private semiconductor exhibition...

    Thursday 8 January 2026
    Nvidia overhauls server design as Vera Rubin gears up for volume shipments
    Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering...
    Thursday 8 January 2026
    India's OSATs are comfortable with materials today, but that may not last
    India's backend semiconductor manufacturers are benefiting from a narrow window of materials comfort that is closely tied to the use of legacy packaging technologies.
    Thursday 8 January 2026
    Qualcomm reportedly in talks with Samsung on 2nm chip production
    Qualcomm is reportedly in talks with Samsung Electronics about contract manufacturing of next-generation 2nm chips, discussions that could support Samsung's efforts to revive its...
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    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
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    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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