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NEWS TAGGED CHIPS + COMPONENTS
Monday 9 February 2026
Silicon Motion expands enterprise storage amid NAND supply shift
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
Monday 9 February 2026
India roundup: India's annual budget to boost AI and chip ecosystem
India unveils the latest Union Budget, which includes India Semiconductor Mission 2.0, to boost chip incentives. The Trump Administration announced a reduced 18% tariff on India as...
Monday 9 February 2026
Samsung, SK Hynix shift to shorter memory contracts as prices surge

Memory chip manufacturers are adjusting long-standing supply practices in response to rising prices. According to South Korean media reports,...

Monday 9 February 2026
CSP orders and space economy fuel strong start to 2026 for Taiwan's supply chain
Rising investments in AI data centers and an intensifying global push to build large-scale satellite networks are rapidly transforming Taiwan's technology supply chain, delivering...
Monday 9 February 2026
Musk flags manufacturing bottlenecks, floats 'TeraFab' as chip supply strains
Elon Musk said the rapid expansion of artificial intelligence is running up against hard limits in global manufacturing capacity, as chip production, power equipment and industrial...
Monday 9 February 2026
512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

Monday 9 February 2026
India advances semiconductor ambitions as TSMC fabricates DLI-backed startup chips
India marked a milestone in its semiconductor push as seven chip designs from startups under the design-linked incentive (DLI) scheme were successfully fabricated, including advanced...
Sunday 8 February 2026
Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter...

Sunday 8 February 2026
AMD's investment in photonics and modular architecture signals shift in AI infrastructure development
AMD is positioning itself to address the future needs of artificial intelligence (AI) computing through advances in chip design and system architecture, particularly by integrating...
Sunday 8 February 2026
Record Japan blizzard threatens AI chip supply chains
A record-breaking blizzard driven by extreme weather has battered Japan's northern Aomori Prefecture, dumping snow at more than two and a half times the historical average. The storm...
Sunday 8 February 2026
GlobalFoundries reinvent wafer services by integrating IP to meet evolving market demands
The traditional wafer foundry model is transforming as leading foundries increasingly incorporate intellectual property (IP) into mature technology nodes to address economic pressures...
Saturday 7 February 2026
A close reading of the book behind TSMC's Japan bet
TSMC's decision to bring 3nm manufacturing to Japan is often explained in terms of subsidies and diversification. A better explanation sits in a book written five years ago by Prime...
Saturday 7 February 2026
Lead frame supplier CWTC reaches 40-month revenue high in January

Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

Saturday 7 February 2026
SK Hynix clears power hurdle in Yongin as Samsung faces site delays

South Korea is moving ahead with plans to develop what it bills as the world's largest semiconductor cluster in Yongin, Gyeonggi Province,...

Saturday 7 February 2026
RISC-V CEO highlights open architecture's edge-to-cloud potential
The RISC-V ecosystem is making steady progress across various application fields, from cloud high-performance computing to automotive electronics. Industry players are launching solutions...