CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Tuesday 28 April 2026
Empyrean draws retail inflows while profit falls, testing China EDA valuations
China's domestic EDA software developer Empyrean Technology is attracting a growing base of retail investors even as its earnings weaken, underscoring a widening gap between market...
Tuesday 28 April 2026
Macronix returns to profit in 1Q26, citing tighter supply and higher memory prices
Macronix's return to profitability in the first quarter of 2026 signals supply constraints and stronger memory pricing, with implications for global flash markets and customer supply...
Tuesday 28 April 2026
Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
Tuesday 28 April 2026
Analysis: Why Tokyo Electron's China problem goes deeper than a data breach
Amid growing geopolitical tensions over the global semiconductor supply chain, what initially appeared to be an internal personnel matter is evolving into a broader case study of the...
Tuesday 28 April 2026
Samsung fast-tracks Pyeongtaek fabs to turn HBM4 edge into AI memory scale

Samsung is accelerating one of its most aggressive memory capacity buildouts in years, aiming to bring its Pyeongtaek Line 4 fab, or P4,...

Tuesday 28 April 2026
Chinese GPU maker Lisuan secures Microsoft WHQL certification for 6nm chip

China-based GPU designer Lisuan Tech has secured Windows Hardware Quality Labs (WHQL) certification from Microsoft, becoming the first Chinese...

Tuesday 28 April 2026
Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...
Tuesday 28 April 2026
US chip packaging capacity to hit 10% by 2032
The Trump administration continues to push for reshoring the semiconductor industry to the US. As global foundry giants TSMC, Intel, and Samsung Electronics expand advanced manufacturing...
Tuesday 28 April 2026
Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
Tuesday 28 April 2026
Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion
China's central tech hub Wuhan has unveiled its 2026 major project plan, targeting 355 city-level projects with total investment exceeding CNY260 billion (approx. US$38.1 billion).
Tuesday 28 April 2026
Cadence signals strong start to 2026 as AI drives growth across EDA and IP

Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...

Tuesday 28 April 2026
Strong demand and advanced packaging execution drive Amkor's upbeat quarter
Amkor Technology reported a strong start to 2026, with management attributing the performance to robust demand across multiple end markets and continued execution in advanced packa...
Tuesday 28 April 2026
AI-driven demand and record backlog fuel Cadence's strong start to 2026
Cadence Design Systems reported a solid first quarter for 2026, with growth driven by accelerating AI demand and sustained customer investment in chip and system design tools.
Tuesday 28 April 2026
TSMC 2nm leak case results in NT$150M fine for TEL; company says no confidential data was leaked and discussions are underway
In the trade secret leak case involving TSMC's 2nm process, the Intellectual Property and Commercial Court ruled on April 27, 2026, that Tokyo Electron (TEL), the equipment supplier...
Tuesday 28 April 2026
Why the AI boom still runs through Taiwan — and why that won't change
As trade tensions simmer and geopolitical flashpoints multiply, Taiwan's technology sector is holding firm. Anchored by surging AI infrastructure demand and a pivotal shift in how...