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NEWS TAGGED CHIPS + COMPONENTS
Thursday 9 April 2026
Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
Wednesday 8 April 2026
DIGITIMES analyst discusses Apple's Siri evolution, AI agent trends, and Samsung's 2nm reality
In his podcast, DIGITIMES senior analyst Luke Lin discussed Apple's upcoming evolution of Siri. The new version is expected to integrate Google's Gemini and allow users to select their...
Wednesday 8 April 2026
Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million),...
Wednesday 8 April 2026
China intervenes in memory supply; Apple outpaces local smartphone vendors
Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...
Wednesday 8 April 2026
Memory rally lifts Adata to record quarter, AI demand fuels outlook

Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter...

Wednesday 8 April 2026
Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter,...

Wednesday 8 April 2026
SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals
After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence...
Wednesday 8 April 2026
US-China tech clash over chips intensifies ahead of summit, with global supply-chain implications
As US and Chinese leaders prepared for a mid-May summit, proposed US export controls on semiconductor equipment under the MATCH Act and China's sharp state-media rebuttal signaled...
Wednesday 8 April 2026
China's AI and cloud firms step up use of domestic chips
China's leading AI and cloud companies are shifting toward domestically produced AI chips, a move with global implications for supply chains, technology competition, and cloud services...
Wednesday 8 April 2026
Taiwan warns of Beijing's covert push to poach AI and chip talent

According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting...

Wednesday 8 April 2026
Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
Wednesday 8 April 2026
Kioxia considers first dividend as long-term contracts shape global memory strategy
Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...
Wednesday 8 April 2026
Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform
China's domestic compute chipmaker Hygon Information Technology reported strong earnings growth, underscoring its rising role in China's AI and data center infrastructure buildout.
Wednesday 8 April 2026
Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.
Wednesday 8 April 2026
SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era
SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...