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NEWS TAGGED CHIPS + COMPONENTS
Tuesday 16 June 2026
China's Nexchip breaks into foundry top eight after AI demand lifts market to record numbers
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip...
Tuesday 16 June 2026
AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility...
Tuesday 16 June 2026
TSMC eyes A16 mass production in 4Q26 and Intel refines 18A roadmap with 18A-P
Researchers and chipmakers presented new logic, memory, and device architectures at the 2026 IEEE/JSAP VLSI Technology and Circuits Symposium in Honolulu, with several results pointing...
Tuesday 16 June 2026
Qualcomm weighs Tenstorrent deal that could reach US$10 billion

Qualcomm has been in talks to acquire Tenstorrent, an AI chip startup, The Information reported, citing a person with direct...

Tuesday 16 June 2026
China AI chip hopeful Enflame nears IPO with fast revenue growth, heavy losses, and Tencent risk

Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while...

Tuesday 16 June 2026
Apple's Siri AI push drives 12GB DRAM demand for Samsung and SK Hynix

Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it,...

Tuesday 16 June 2026
TSMC reportedly teams with Ibiden, Innolux to push CoPoS, glass substrates

TSMC is accelerating its advanced packaging roadmap for AI chips, expanding CoWoS capacity while publicly disclosing new progress in...

Tuesday 16 June 2026
AMD to acquire MEXT to expand AI memory optimization tools
AMD said it will acquire MEXT, a move aimed at strengthening its AI and data center portfolio amid rising global memory demand. The deal is intended to help customers improve performance,...
Tuesday 16 June 2026
Kioxia surpasses Toyota, eyes M&A push in face of AI boom
NAND flash memory supplier Kioxia Holdings has surpassed Toyota Motor in market capitalisation, becoming Japan's most valuable company. The development highlights how the global artificial...
Tuesday 16 June 2026
Samsung reportedly deepens foundry ties with Elon Musk's companies as turnaround timeline pushes toward 2028
Samsung Electronics' foundry business is reportedly expanding its strategic relationship with companies led by Elon Musk, with cooperation now spanning electric vehicles and emerging...
Tuesday 16 June 2026
South Korea launches ultra-innovation economy push with major investment in next-generation power semiconductors
South Korea has begun planning a large-scale research and development program for next-generation power semiconductors as part of its broader "Ultra-Innovation Economy Project," according...
Tuesday 16 June 2026
Supply security over cost: Google leads CSP charge to diversify InP substrate sourcing

China has recently eased controls on some indium phosphide (InP) substrates, relieving a bottleneck in optical communications capacity...

Tuesday 16 June 2026
TSMC PLP timeline faces skepticism from Taiwan industry sources

A South Korean media report claiming TSMC is preparing to launch panel-level packaging at mass-production scale as early as 2027 has...

Tuesday 16 June 2026
Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Tuesday 16 June 2026
Commentary: AI memory boom turns WF6 squeeze into an opening for CXMT

The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty...