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Tuesday 13 January 2026
Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
Tuesday 13 January 2026
Nvidia and Eli Lilly launch joint AI lab to advance drug discovery and manufacturing
Nvidia and Eli Lilly and Company have announced the formation of a joint AI co-innovation lab to apply artificial intelligence to drug discovery, development, and manufacturing, as...
Tuesday 13 January 2026
Nvidia denies requiring Chinese customers to prepay for H200 chips
Nvidia said it does not require customers to make upfront payments for its H200 artificial intelligence chips. The statement pushes back against a Reuters report claiming...
Tuesday 13 January 2026
Unprecedented AI infrastructure frenzy sparks global memory shortage, hits consumer wallets
The global race to build AI data centers has triggered an unexpected casualty: the memory supply that powers everyday consumer electronics.
Tuesday 13 January 2026
Greenfiltec semiconductor AMC filter market share rises, revenue exceeds 40% in 2025
Because of slower customer orders and process optimization at its Southern Taiwan Science Park (STSP) facility, Greenfiltec's consolidated revenue for the fourth quarter of 2025 was...
Tuesday 13 January 2026
Taiwan pushes silicon photonics frontier R&D to defend semiconductor edge in AI era
Taiwan dominates advanced semiconductor manufacturing, but mounting competition in emerging technologies is exposing structural gaps. To secure its position in the AI and data-center...
Tuesday 13 January 2026
MediaTek nears NT$600B revenue in 2025, eyes automotive and ASIC growth in 2026
MediaTek recently announced its December 2025 and full-year revenue results. December revenue reached NT$51.266 billion (approx. US$1.6 billion), up 9.32% month-over-month and 22.99%...
Tuesday 13 January 2026
Xiaomi's XRing strategy raises pressure on MediaTek, Qualcomm
Market sources say Xiaomi is expanding its in-house XRing chip lineup. Beyond developing the next-generation XRing O2 on TSMC's N3P process, the company also plans to extend these...
Tuesday 13 January 2026
Silver, copper, and tin prices on the rise; passive component prices struggle to offset cost pressure
The passive component industry is facing price increases because of upstream metal price fluctuations. Taiwanese manufacturers have started raising prices on tantalum capacitors, with...
Tuesday 13 January 2026
Trump nears Taiwan trade deal tied to massive US chip expansion
The Trump administration is nearing completion of a major trade agreement with Taiwan that would reduce US tariffs on Taiwanese goods while securing the expansion of semiconductor...
Tuesday 13 January 2026
Edge AI devices drive 2026 component value surge

CES 2026, themed "AI Forward," signaled a shift by global tech giants from generative AI models and computing power toward physical AI...

Tuesday 13 January 2026
How South Korea will revive Gwangju's advanced optical industry
South Korea's optoelectronics industry once grew rapidly with Gwangju as its center, but growth slowed under competition from China. The National Assembly of South Korea recently held...
Tuesday 13 January 2026
Winbond Electronics and Transcend report strong growth as memory shortage
Memory chip manufacturers Winbond Electronics and Transcend Information posted significant profit increases in late 2025, driven by heightened demand and ongoing supply constraints...
Monday 12 January 2026
Qatar, UAE join US-led Pax Silica supply chain pact
Qatar and the United Arab Emirates are set to join a US-led initiative to secure artificial intelligence and semiconductor supply chains, expanding a framework Washington views as...
Monday 12 January 2026
China-style NXP model? Unigroup Guoxin buys WeEn to build a design-to-fab power chip platform

Unigroup Guoxin Microelectronics has launched a stock-and-cash deal to acquire control of WeEn Semiconductors, a China-owned power semiconductor...