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NEWS TAGGED CHIPS + COMPONENTS
Thursday 18 December 2025
Apple reportedly explores chip assembly in India, signaling supply chain diversification
Apple is reportedly in preliminary talks with Indian chip manufacturers to assemble and package components for the iPhone, potentially marking a first step in shifting part of its...
Thursday 18 December 2025
Micron's blowout quarter underscores tightening memory supply and rising AI leverage
Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...
Thursday 18 December 2025
Cost surge for wafer, memory, and materials threatens consumer electronics pricing in 2026
After sharp price hikes across multiple memory categories caused by tight supply-demand conditions, overall supply-chain costs have come into sharper focus. Memory is far from the...
Thursday 18 December 2025
Taiwan targets four research priorities to maintain semiconductor leadership
Taiwan has long dominated advanced semiconductor manufacturing, with TSMC's global R&D headquarters in Hsinchu alone employing over 10,000 researchers. The government continues...
Thursday 18 December 2025
Leatec faces resistor substrate price war, pivots to automotive and semiconductor applications

Leatec Fine Ceramics, an upstream supplier of ceramic materials for passive components, held an in-person investor conference on December...

Thursday 18 December 2025
Murata to mass-produce VPD power modules for AI servers in 2026
Murata Manufacturing plans to start mass production of AI server power modules in 2026 and is coordinating with major cloud service providers. The company expects the business to...
Wednesday 17 December 2025
UMC backs Unimicron expansion to reinforce IC substrate supply as AI demand rises

United Microelectronics Corporation (UMC) announced on December 17 that it will participate in the capital increase of its affiliate, IC...

Wednesday 17 December 2025
Rapidus unveils glass interposer to challenge TSMC
Rapidus, Japan's state-backed chipmaker, has developed a prototype glass interposer for artificial intelligence chips. The company says the technology could lower production costs...
Wednesday 17 December 2025
MetaX jumps in Shanghai IPO as China pushes homegrown GPUs
MetaX, a Chinese graphics processor startup founded by former Advanced Micro Devices engineers, soared in its trading debut on Shanghai's STAR Market on December 17, 2025. The rally...
Wednesday 17 December 2025
Samsung Foundry reportedly wins Intel 8nm order after Nvidia
Samsung Electronics' foundry division is reported to have secured an 8nm manufacturing order from Intel, adding another blue-chip customer to its mature advanced-node portfolio after...
Wednesday 17 December 2025
Advantest, Tokyo Seimitsu to co-develop die-level probers for AI and HPC
Semiconductor test equipment supplier Advantest and Tokyo Seimitsu have announced a joint plan to co-develop a next-generation die-level prober for high-performance computing compo...
Wednesday 17 December 2025
Moore's Law of Economy: Former TSMC exec warns semiconductor talent gap could widen 15-fold
Burn-Jeng Lin, one of TSMC's six R&D pioneers and current dean of National Tsing Hua University's College of Semiconductor Research, introduced the concept of a "Moore's Law of...
Wednesday 17 December 2025
MSScorps eyes rebound as angstrom-era and silicon photonics demand surges
MSScorps signaled a business recovery on Wednesday following a midyear lull, citing surging demand for angstrom-era semiconductor manufacturing and silicon photonics as key drivers...
Wednesday 17 December 2025
Korea Lighting pivots from conventional LEDs to bio-opitcal chips, targeting high-value markets
Facing intensifying competition in the traditional LED lighting market, Incheon-based Korea Lighting is repositioning itself as a supplier of bio-optical semiconductor solutions,...
Wednesday 17 December 2025
China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and...