CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Saturday 30 May 2026
AI boom strains optical supply chain as Nvidia, Corning expand fiber output
The global AI boom is pushing supply-chain pressure beyond memory chips and CPUs into optical communications, creating shortages across a less visible but increasingly critical layer...
Saturday 30 May 2026
Innolux turns to packaging, smart cockpits in higher-margin push
Innolux plans to accelerate its transformation in 2026, with chairman and CEO Jim Hung pointing to three priorities: advanced semiconductor packaging, smart cockpits, and higher-margin...
Saturday 30 May 2026
Terafab explained: SpaceX outlines space-optimized chips and AI megafab plan in IPO filing
SpaceX's IPO prospectus details an early-stage "Terafab" initiative to build large-scale AI chip manufacturing capacity. Still, the company warns of significant execution uncertainty,...
Saturday 30 May 2026
'You're so rich now': Jensen Huang toasts Taiwan supply chain partners as Vera Rubin ramp begins
At the Nvidia AI Factory MGX Ecosystem Showcase in Taipei, Taiwan, on May 29, Nvidia CEO Jensen Huang said that to meet the strong demand and support the production ramp for the next-generation...
Saturday 30 May 2026
Samsung tops Micron in automotive memory as AI tightens supply

Samsung Electronics has overtaken Micron Technology to become the world's largest supplier of automotive memory chips for the first...

Saturday 30 May 2026
TSMC's test arm Xintec ramps wafer testing capacity for 2H26 growth
Xintec, TSMC's packaging and testing unit, is preparing for a broader testing-led expansion that could affect global chip supply chains. The company said capacity gains, new equipment...
Saturday 30 May 2026
Analysis: Who's who at the trillion-dollar feast— Jensen Huang's Taipei dinners map AI's supply chain
When Nvidia CEO Jensen Huang stepped off a plane in Taipei on Saturday, May 23, he had already begun documenting the trip on X — night markets, fried food, and family. By the...
Saturday 30 May 2026
'Hardware is sexy again': Plug and Play CEO says AI boom has finally fulfilled his 2006 semiconductor dream
The building where Saeed Amidi runs his global venture empire was once one of the most important semiconductor facilities on the West Coast. Philips Electronics operated a fabrication...
Friday 29 May 2026
Chinese power chipmaker China Resources Microelectronics targets AI servers with PLP packaging
Generative AI, HPC, and large data centers are raising demand for chips with higher power efficiency, stronger thermal control, and denser packaging, making advanced packaging a more...
Friday 29 May 2026
Airoha deepens focus on networking and wireless edge AI
Airoha Technology is sharpening its strategy around global networking and edge AI chips, aiming to expand its customer base and strengthen its competitive moat. The MediaTek subsidiary...
Friday 29 May 2026
Foxconn to break ground on France chip-packaging plant, pursues Africa sovereign-AI
Foxconn chairman Young Liu said the company is preparing to break ground on its advanced packaging plant in France while continuing to explore sovereign-AI opportunities in Africa,...
Friday 29 May 2026
Arm deepens ties with Taiwan chip designer QBit around edge AI and cybersecurity
Arm EVP and Chief Commercial Officer Will Abbey visited QBit Semiconductor's Taiwan headquarters on May 27, signaling deeper cooperation that could shape future chip design for edge...
Friday 29 May 2026
MediaTek weighs price hikes, reaffirms TSMC partnership
MediaTek held its shareholders' meeting on May 29. Addressing the company's future outlook, Chairman Ming-Kai Tsai said that while the mobile phone market in 2026 has performed below...
Friday 29 May 2026
CPO to become the next major growth driver, says GSEO; future volumes could rival smartphone lenses
Genius Electronic Optical (GSEO) held its shareholders meeting on May 29, with chairman Jones Chen and president Ying-Li Guo in attendance. GSEO reported standalone revenue of NT$20.89...
Friday 29 May 2026
Unimicron targets record 2026 revenue with ABF and AI system-board push
Unimicron said it will push advanced substrate and AI system-board upgrades in 2026 to capture accelerating demand for AI-related ASICs and switches, aiming for record revenue that...