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    Shanghai HiSilicon expands DDI push across all display sizes
    49min ago
    Applied Materials CEO outlines a trio of innovation priorities for AI chip race
    49min ago
    China’s domestic AI chips target 3D packaging, optical interconnects and software ecosystems
    49min ago
    AI accelerator growth shifts toward value, not volume
    49min ago
    Analysis: China’s EV exports shift from volume to value as rebates shrink
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    NEWS TAGGED CHIPS + COMPONENTS
    Tuesday 13 October 2026
    Interview: Microsoft's Maia GM on Maia 300, Taiwan and HBM supply
    Microsoft's in-house Azure Maia chips will become the main platform for its own AI services, including Microsoft 365 Copilot, GitHub Copilot and Microsoft Foundry. However, the company...
    Monday 12 October 2026
    Microsoft's Maia 300 rack: 96 accelerators, HBM4, mostly liquid-cooled
    Microsoft has released architecture details for Maia 300, its third-generation Azure AI accelerator. The design pairs 96 accelerators per rack with a two-tier network that links up...
    Monday 12 October 2026
    Microsoft to scale Maia AI chips to multi-gigawatt deployments, unveils TSMC N2P-based Maia 300
    Microsoft will scale its in-house Azure Maia AI accelerators to multi-gigawatt deployments starting in 2027, making Maia the primary AI inference system for its products and services...
    Monday 12 October 2026
    Samsung reportedly secures long-term contracts covering up to 80% of 2027 memory supply
    Samsung Electronics has committed 75–80% of its 2027 memory supply, including high-bandwidth memory (HBM), to long-term agreements (LTAs), the Korea Economic Daily reported...
    Monday 12 October 2026
    Nanya gross margin hits 85.7% as low-priced DRAM contracts roll off
    Nanya Technology reported record quarterly earnings in the third quarter of 2026, according to unaudited results released on October 12, as DRAM average selling prices (ASPs) rose...
    Monday 12 October 2026
    How 'Filter Moore's Law' is doubling revenue for a Taiwan chip filter maker
    Under what the industry terms the "Filter Moore's Law," each process node shrink lowers tolerance for airborne molecular contaminants, causing filtration demand to grow exponentially...
    Monday 12 October 2026
    Largan signals early peak-season cut, challenging phone chips in 4Q26
    Largan chairman and CEO Adam Lin said October 2026 orders are tracking at roughly the same level as September's, but will begin declining in November as customers cut their forecasts...
    Monday 12 October 2026
    Biren's BR20X GPU targets 1,024-chip AI systems, but US curbs cloud mass production

    China's Biren Technology has successfully powered on its next-generation BR20X GPU, advancing to post-tapeout validation while preparing for customer...

    Monday 12 October 2026
    Sumitomo Bakelite expands packaging material production across Singapore, China
    Sumitomo Bakelite announced that it is expanding production capacity for encapsulation materials used in advanced chip packaging at its facilities in Singapore and Suzhou, China. This...
    Monday 12 October 2026
    HTSI September revenue surges 150% as AI chip testing demand accelerates
    Hermes Testing Solutions (HTSI) reported September revenue of NT$514 million (US$16.10 million), up 2.35% month over month and 150.33% year over year, as shipments of customized products,...
    Monday 12 October 2026
    South Korean startup Helios targets Taiwan supply chains and Taiwan Strait risk analysis
    As US defense procurement restrictions and European Union (EU) supply-chain due diligence requirements advance, South Korean risk-intelligence startup Helios is targeting verification...
    Monday 12 October 2026
    Samsung could unseat SK Hynix as HBM leader in 2027
    Samsung Electronics could overtake SK Hynix as the world's largest supplier of high-bandwidth memory (HBM) in 2027, as HBM4 prices climb and memory manufacturers compete for limited...
    Monday 12 October 2026
    Taiwan exports soar as shipments to the US top US$200 billion in first nine months
    Taiwan's exports hit a single-month record high of US$87.22 billion in September 2026, lifting the year-to-date total for the first nine months of the year to US$661.55 billion, according...
    Monday 12 October 2026
    Taiwan semiconductor industry eyes landmark geothermal power deal exceeding 20MW
    Taiwan's geothermal energy market could be approaching a major breakthrough as the semiconductor industry seeks new sources of reliable renewable electricity amid surging AI-driven...
    Monday 12 October 2026
    Apple's iPhone 18 order cuts expose widening divide in premium demand

    Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales,...

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