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Saturday 24 October 2026
Nvidia rejects near-term memory glut fears, leaves CXMT cooperation open
Nvidia CEO Jensen Huang said the company did not expect memory supply to exceed demand in the coming years and remained open to working with China's ChangXin Memory Technologies (CXMT)...
Friday 23 October 2026
Taiwan's inaugural semiconductor strike pauses as nearly 70% of Micron Taoyuan Union rejects new bonus offer
Taiwan's first-ever strike in the semiconductor industry has temporarily drawn to a close. A 24-hour warning strike spearheaded by Micron Technology's Taoyuan union concluded on the...
Friday 23 October 2026
Semco's 61-week MLCC lead times give suppliers upper hand in AI supply chain
Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive...
Friday 23 October 2026
Japan targets 2nm medical AI chip with IBM design, Rapidus eyed for foundry
Japan's Leading-edge Semiconductor Technology Center (LSTC), Hokkaido University, Fujifilm Corporation, GE HealthCare Japan, and imec announced a joint initiative in Tokyo on October...
Friday 23 October 2026
Nvidia B300 chips reportedly surface on China Telecom-linked network, raising export-control questions
Israeli security firm Lava identified 32 Nvidia Blackwell Ultra B300 GPUs through monitoring endpoints linked to China Telecom, a state-owned carrier. The chips are barred from sale...
Friday 23 October 2026
First chip-level device on the list: US FCC bans two devices with Huawei HiSilicon chips under new rule
The US Federal Communications Commission (FCC) has banned two electronic devices from entering the US market because both contain surveillance chips made by Huawei's HiSilicon. The...
Friday 23 October 2026
Samsung reportedly orders final tools for first Taylor fab as Texas site nears 2nm output cap
Samsung Electronics has ordered additional equipment to fill the remaining space at its first foundry fab in Taylor, Texas, a move that would lift the plant's 2nm capacity to 20,000...
Friday 23 October 2026
TSMC advances CoPoS packaging at Taoyuan Longtan site
TSMC's Longtan Science Park Phase 3 in Taoyuan is restarting after nearly three years of delays, with Taiwan's National Development Council approving its development plan on September...
Friday 23 October 2026
Rapidus courts US AI customers ahead of planned 2H27 2nm mass production
Rapidus chairman Tetsuro Higashi said the Japanese chipmaker remains broadly on track to begin mass production of 2nm chips in the second half of 2027. Winning customers remains a...
Friday 23 October 2026
FCC grants Intel a waiver to foreign robot ban to prevent chip disruptions
The US Federal Communications Commission (FCC) granted Intel a waiver to its ban on foreign-made mobile robots, which will allow it to update its fleet of autonomous guided vehicles...
Friday 23 October 2026
JCET's AI profit surge sets up US$2.73 billion advanced packaging expansion
JCET Group lifted third-quarter revenue 13.53% year-over-year to CNY11.43 billion (approx. US$1.71 billion) and net profit attributable to shareholders 59.99% to CNY773 million. For...
Friday 23 October 2026
US signs up to US$389 million in CHIPS R&D deals for power chips and fusion
The US Department of Commerce has signed letters of intent with four companies to provide up to US$389 million in federal research and development awards under the CHIPS and Science...
Friday 23 October 2026
Tesla, Nvidia reportedly invest KRW3.7 trillion to secure Samsung Electro-Mechanics ABF capacity
Tesla and Nvidia are reportedly investing a combined KRW3.7 trillion (US$2.8 billion) to help Samsung Electro-Mechanics expand Ajinomoto Build-up Film (ABF) substrate production facilities...
Friday 23 October 2026
Taiwan sits out global chip selloff, thanks to typhoon
Taiwan doesn't stop often. On Friday, October 23, Typhoon Champi made it stop.
Friday 23 October 2026
Mounting R&D and memory costs push Huawei to borrow US$2.3B from six Chinese banks
Huawei Technologies has secured a seven-year, CNY15 billion (approx. US$2.3 billion) offshore yuan loan from six Chinese banks, as rising research spending and memory costs weigh on...