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Tuesday 11 August 2026
Samsung tackles AI memory wall with zHBM, V10 BV-NAND concepts

Samsung Electronics is betting on new 3D memory architectures and tighter processor-memory integration as AI workloads put growing pressure...

Tuesday 11 August 2026
TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics
VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers...
Tuesday 11 August 2026
Taiwan optical firms diverge in CPO push as Corning looms large

Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other...

Tuesday 11 August 2026
South Korean minister warns about CXMT capex as semiconductor profits debate heats up
South Korean Minister of Trade, Industry and Resources Jung-kwan Kim has warned that the country should not rush to redistribute semiconductor profits throughout society just as AI-driven...
Tuesday 11 August 2026
Europe and US IDM giants expand China EV share on capacity, tech edge
Major European and US integrated device manufactures (IDM) have faced strong competition from Chinese players within China's electric vehicle (EV) market in recent years, but many...
Monday 10 August 2026
SK Hynix weighs stake sale in US$3B Chongqing chip packaging plant

SK Hynix is considering options for its semiconductor packaging and testing facility in Chongqing, China, including bringing in an...

Monday 10 August 2026
Sony, TSMC to spend US$6.3 billion on Japan image sensor venture, Nikkei says

Sony Group and Taiwan Semiconductor Manufacturing Company (TSMC) plan to invest around JPY1 trillion (approx. US$6.3 billion) in a joint...

Monday 10 August 2026
TSMC July revenue jumps 44.7% to record US$14.5B, 2026 growth forecast tops 40%

Taiwan Semiconductor Manufacturing Company (TSMC) reported record monthly revenue of NT$467.58 billion (approx. US$14.5 billion) for July...

Monday 10 August 2026
SuperAlloy boosts profit and expands into semiconductor green supply chains

SuperAlloy Industrial said after its August 7 board meeting that second-quarter 2026 results showed steady improvement in core profitability,...

Monday 10 August 2026
Samsung HBM4 yield nears 80% as production race with SK Hynix heats up

Samsung Electronics has reportedly pushed the production yield of its sixth-generation high-bandwidth memory (HBM4) close to 80%, marking...

Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from...
Monday 10 August 2026
Moore Threads eyes HK listing after 147% revenue surge, AI GPU expansion

Chinese AI GPU developer Moore Threads is preparing a Hong Kong listing after first-half revenue jumped 147.42% year on year to CNY1.74...

Monday 10 August 2026
Apple tests CXMT memory chips as shortage, price pressures persist

Apple has tested DRAM from China's ChangXin Memory Technologies in iPhone and MacBook products as AI-driven memory shortages and rising...

Monday 10 August 2026
Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key
Cambricon Technologies has largely settled the question of whether China's AI chip champion can make money. First-half 2026 revenue rose 108.13% to CNY6 billion (approx. US$890 million),...
Monday 10 August 2026
SK Hynix faces US patent fight over HBM, 3D NAND

SK Hynix is facing an expanding US patent dispute with MonolithIC 3D. A second US International Trade Commission (USITC) investigation...