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NEWS TAGGED CHIPS + COMPONENTS
Monday 6 April 2026
India roundup: India ramps up electronics and chip ambitions with new approvals, local fabs, and supply chain curbs

India is accelerating its push to build a self-reliant electronics and semiconductor ecosystem,...

Sunday 5 April 2026
Samsung and SK Hynix to reportedly bolster helium supply chain as Iran conflict risks rise
Facing the risk of a prolonged Iran conflict, Samsung Electronics and SK Hynix have reportedly begun strengthening their helium supply chain management for semiconductor manufacturing...
Sunday 5 April 2026
DDR4 16Gb spot price falls after 2,200% surge as memory market polarizes
After soaring more than 2,200% over the past year, DDR4 16Gb spot prices have finally begun to decline, signaling a growing polarization in the memory market in the first quarter of...
Sunday 5 April 2026
China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties
AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
Saturday 4 April 2026
Semco raises ABF substrate prices as AI server demand surges
The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
Saturday 4 April 2026
Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent
Nanya Technology Corporation (NTC) reported March 2026 revenue of NT$18.17 billion (approx. US$568.15 million), up 16.42% month-over-month and 560.04% year-over-year. First-quarter...
Saturday 4 April 2026
How second-tier powers are bypassing big tech via Taiwan

The global AI narrative is often reduced to a struggle between US- and China-based tech giants. However, a quieter yet more significant movement...

Saturday 4 April 2026
Memory interface chip maker Montage sees DDR5 surge drive 2025 growth
Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...
Saturday 4 April 2026
Samsung strike threat clouds PMIC, mature-node outlook
Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs)...
Friday 3 April 2026
PSMC moves up value chain as Europe taps Taiwan to commercialize AI chip research
Europe is turning to Taiwan as it looks to bring semiconductor research into production, with foundries such as Powerchip Semiconductor Manufacturing Corp. (PSMC) playing a growing...
Friday 3 April 2026
PSMC, CEA-Leti strike multi-year deal to ease AI data, power bottlenecks

Taiwanese foundry Powerchip Semiconductor Manufacturing Corp. (PSMC) and France's CEA-Leti have signed a multi-year agreement on April...

Friday 3 April 2026
2026 USTR Report: landmark 'ART' pact reshapes US-Taiwan trade landscape
The Office of the United States Trade Representative (USTR) has designated Taiwan as a highly cooperative and pivotal trading partner in its 2026 National Trade Estimate (NTE) Repo...
Friday 3 April 2026
Samsung Electro-Mechanics lifts FC-BGA prices on AI-driven shortage
Samsung Electro-Mechanics has raised prices for its high-end flip-chip ball grid array (FC-BGA) substrates as demand from artificial intelligence (AI) servers and high-performance...
Friday 3 April 2026
US faces split Asia: allies build 'sovereignty walls' as digital tensions rise

The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies.

Friday 3 April 2026
Taiwan pushes ahead with AI and tech agenda even as budget deadlock threatens fiscal paralysis
Taiwan sits at a rare intersection of economic momentum and political gridlock. The island's economy expanded 8.68% in 2025, exports hit a record US$640.75 billion, and per capita...