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NEWS TAGGED CHIPS + COMPONENTS
Monday 4 May 2026
Realtek posts surge in revenue as Wi-Fi 7 adoption accelerates
Realtek reported first-quarter results on April 30, saying revenue rose to NT$36.42 billion (US$1.15 billion), driven by early customer pull-in orders that boosted demand into the...
Monday 4 May 2026
SEMICON SEA 2026 highlights Malaysia's push to scale semiconductor assembly, testing and packaging
SEMICON SEA 2026 convened from May 5 to 7 at the Malaysia International Trade and Exhibition Center in Kuala Lumpur to showcase Malaysia's expanding role in the global semiconductor...
Monday 4 May 2026
Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders
Croma ATE reported record first-quarter 2026 revenue and profits after customers booked full-year capacity, driven by soaring demand for AI server power supplies, the company announced...
Monday 4 May 2026
SPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand
Siliconware Precision Industries Co., Ltd. (SPIL), a subsidiary of ASE Technology Holding, acquired two Nanke-area plants in 2026 from HannStar Display and its affiliate HannsTouch...
Monday 4 May 2026
BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels
BenQ Materials is accelerating its expansion into semiconductor materials as its subsidiary Cenefom officially begins operations at its new Guangyuan plant. The facility's chemical...
Monday 4 May 2026
ESMC confirmed to be on schedule — and sets its sights on AI
The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027...
Monday 4 May 2026
Holtek raises low-margin MCU prices, expands AI server cooling and optical comms
Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment...
Monday 4 May 2026
India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors,...

Monday 4 May 2026
AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...
Monday 4 May 2026
AI data center demand boosts IDM growth in industrial market
Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...
Monday 4 May 2026
China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles
China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the...
Monday 4 May 2026
Zhen Ding expands NTHU partnership with new five-year research program
PCB maker Zhen Ding Technology has launched the second phase of its joint research center with National Tsing Hua University, aiming to deepen collaboration on advanced PCB and IC...
Sunday 3 May 2026
Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

Sunday 3 May 2026
CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain
At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained...
Sunday 3 May 2026
Taiwan quartz makers target LEO satellite boom by 2027
As wireless communication applications surge, demand for quartz components and filters is rising in tandem, with manufacturers actively expanding into the low Earth orbit (LEO) satellite...