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    How Qualcomm and MediaTek helped a Taiwan startup become the default AI layer for edge hardware
    3min ago
    NEWS TAGGED CHIPS + COMPONENTS
    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...
    Wednesday 8 April 2026
    Kioxia considers first dividend as long-term contracts shape global memory strategy
    Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...
    Wednesday 8 April 2026
    Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform
    China's domestic compute chipmaker Hygon Information Technology reported strong earnings growth, underscoring its rising role in China's AI and data center infrastructure buildout.
    Wednesday 8 April 2026
    Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
    At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.
    Wednesday 8 April 2026
    SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era
    SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
    Wednesday 8 April 2026
    Rising gallium costs force price increases across GaAs chip supply chain

    Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

    Wednesday 8 April 2026
    Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties
    Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...
    Wednesday 8 April 2026
    Broadcom, Google, and Anthropic alliance faces MediaTek competition
    Broadcom recently announced two major partnership developments. The first is with Google on its Tensor Processing Unit (TPU) application-specific integrated circuits (ASICs), with...
    Wednesday 8 April 2026
    Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26
    Industry sources reveal that polarizer manufacturers are preparing a price hike starting in the second quarter of 2026, with increases beginning at 10%, though final approval remains...
    Wednesday 8 April 2026
    Intel and Musk's Terafab revive IDM collaboration as chipmaker pushes turnaround
    Intel's industrial ecosystem is converging on a vertically integrated chip model, as Intel joins the Terafab project led by SpaceX, xAI, and Tesla—marking both a revival of the...
    Wednesday 8 April 2026
    Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road
    The global AI race is no longer just about who builds the fastest chip. Increasingly, it is about who writes the rules.
    Wednesday 8 April 2026
    China export controls spark global InP supply concerns for AI high-speed transmission
    Indium phosphide (InP), a critical material for long-distance optical communication, has become essential for AI-driven high-speed data transmission. However, China's export restrictions...
    Wednesday 8 April 2026
    Arm reportedly plans to sell AGI CPUs in China despite core licensing ban
    Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing...
    Tuesday 7 April 2026
    IndieSemiC eyes India's general-purpose chip gap with Kaynes OSAT deal
    India-based fabless startup IndieSemiC is betting that its new OSAT partnership with Kaynes Semicon can help it move from RF modules into vertically integrated chip products. However,...
    Tuesday 7 April 2026
    Quobly moves quantum chips into volume production

    French quantum chip startup Quobly has continued to report progress while expanding its partnership network. The company has set up a new...

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    BIZ FOCUS
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    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook