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    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 9 April 2026
    Geopolitics and AI is redrawing the global chip packaging landscape
    The AI computing boom is reshaping where semiconductors get packaged. Geopolitical pressure and supply chain diversification are pushing capacity well beyond its traditional strongholds...
    Thursday 9 April 2026
    Zensemi strengthens automotive chip team with hiring of industry veterans KC Ang and Marco Maria Monti
    China-based automotive semiconductor wafer foundry Zensemi has announced a new management team led by chairman Xiaofei Chen, appointing two internationally experienced executives:...
    Thursday 9 April 2026
    Shanghai GTA Semiconductor teams up with Infineon on SONOS memory for automotive chips

    Shanghai state-backed foundry GTA Semiconductor has partnered with Infineon Technologies to introduce SONOS-based embedded non-volatile...

    Thursday 9 April 2026
    AI chip demand tightens ABF substrate supply, three-year upcycle in sight
    As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...
    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
    Wednesday 8 April 2026
    DIGITIMES analyst discusses Apple's Siri evolution, AI agent trends, and Samsung's 2nm reality
    In his podcast, DIGITIMES senior analyst Luke Lin discussed Apple's upcoming evolution of Siri. The new version is expected to integrate Google's Gemini and allow users to select their...
    Wednesday 8 April 2026
    Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
    Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million),...
    Wednesday 8 April 2026
    China intervenes in memory supply; Apple outpaces local smartphone vendors
    Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...
    Wednesday 8 April 2026
    Memory rally lifts Adata to record quarter, AI demand fuels outlook

    Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter...

    Wednesday 8 April 2026
    Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

    Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter,...

    Wednesday 8 April 2026
    SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals
    After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence...
    Wednesday 8 April 2026
    US-China tech clash over chips intensifies ahead of summit, with global supply-chain implications
    As US and Chinese leaders prepared for a mid-May summit, proposed US export controls on semiconductor equipment under the MATCH Act and China's sharp state-media rebuttal signaled...
    Wednesday 8 April 2026
    China's AI and cloud firms step up use of domestic chips
    China's leading AI and cloud companies are shifting toward domestically produced AI chips, a move with global implications for supply chains, technology competition, and cloud services...
    Wednesday 8 April 2026
    Taiwan warns of Beijing's covert push to poach AI and chip talent

    According to the latest report submitted by Taiwan's National Security Bureau to the Legislative Yuan, China is increasingly targeting...

    Wednesday 8 April 2026
    Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
    Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
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    BIZ FOCUS
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    Wednesday 4 February 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook