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NEWS TAGGED CHIPS + COMPONENTS
Thursday 9 October 2025
Nvidia rival reportedly plans US$1.3B investment and new research hub in India
Graphcore, a British semiconductor company owned by Japan's SoftBank Group, is reportedly preparing to announce a GBP1 billion (US$1.3 billion) investment package in India, including...
Thursday 9 October 2025
Taiwan's semiconductor playbook finds new home in Arizona
Taiwan has become Arizona's blueprint for semiconductor success. At the Arizona Semiconductor Leadership Day forum held prior to 2025 SEMICON West, the island emerged as more than...
Thursday 9 October 2025
AI arms race fuels memory chip demand, DRAM bull market begins
Niche and standard DRAM prices are rising sharply; ADATA, Apacer, Elite Semiconductor Microelectronics Technology (ESMT), and several other companies all posted record highs in revenue...
Thursday 9 October 2025
China's humanoid robot industry grows, but core processors remain foreign-controlled
As the US-China tech rivalry intensifies, China has ramped up its robot+ strategy in recent years, targeting humanoid robots as a next-generation strategic technology. However, behind...
Wednesday 8 October 2025
OpenAI drives DRAM demand, accelerates top trio's HBM expansion
OpenAI has recently surged in influence by forging strategic partnerships with global AI leaders. Beyond close ties with Nvidia and AMD, OpenAI announced collaborations with Samsung...
Wednesday 8 October 2025
China and Taiwan chart diverging paths in the 12-Inch SiC market
In the high-stakes arena of silicon carbide (SiC) innovation, a quiet transformation is underway. While much attention has focused on non-Chinese supply chains entering advanced packaging...
Wednesday 8 October 2025
Topco and partners showcase semiconductor solutions at SEMICON West 2025
SEMICON West 2025, one of the major semiconductor exhibitions, is being held in Phoenix, Arizona. Topco Scientific is participating alongside fourteen partners from Japan and Taiwan,...
Wednesday 8 October 2025
Compal subsidiary partners with Japan's Meiko to build PCB plant in Vietnam
Taiwanese printed circuit board (PCB) manufacturer Allied Circuit (ACCL), a subsidiary of Compal Electronics, has entered a joint venture with Japanese firm Meiko to establish an...
Wednesday 8 October 2025
LG accelerates hybrid bonding development to challenge Hanmi and Hanwha
LG Electronics is accelerating its deployment in the HBM equipment business after reportedly investing in hybrid bonding development. With Hanmi Semiconductor dominating the market...
Wednesday 8 October 2025
Samsung joins HBF development race, leveraging NAND dominance to reshape market
Samsung Electronics, the leader in NAND flash, has reportedly entered the high-bandwidth flash (HBF) memory market, signaling a potential shift in the competitive landscape of next-generation...
Wednesday 8 October 2025
ITRI targets AI chiplet and SiPh in 2026 semiconductor R&D push
Taiwan's Ministry of Economic Affairs (MOEA) has approved a NT$160 million (US$5.27 million) allocation from a contingency fund to support the Industrial Technology Research Institute...
Wednesday 8 October 2025
Samsung, SK Hynix step up recruitment to secure edge in AI-driven chip supercycle
The rapid rise of artificial intelligence (AI) is fueling a new semiconductor supercycle, prompting Samsung Electronics and SK Hynix to ramp up recruitment efforts in a bid to secure...
Wednesday 8 October 2025
China accelerates DUV lithography breakthroughs with patents and testing
China is enhancing its DUV lithography technology amid US export restrictions. Yuliangsheng's 28nm immersion DUV machine is being tested at SMIC, while SMEE has patented a method...
Wednesday 8 October 2025
Boom or bubble: OpenAI's US$500 billion alliances will face make-or-break moment in 2H26
OpenAI has secured collaboration agreements with leading system and chip manufacturers, including Microsoft, Oracle, Nvidia, Broadcom, and AMD, as part of an extensive effort to expand...
Wednesday 8 October 2025
YMTC eyes HBM market entry to disrupt top three
Chinese NAND Flash giant Yangtze Memory Technologies Corp. (YMTC) is preparing to enter the high-bandwidth memory (HBM) market and is anticipating a technological breakthrough. As...