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NEWS TAGGED CHIPS + COMPONENTS
Tuesday 28 July 2026
Google TPU surge and Meta capacity push fuel CSP capex wave
AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...
Tuesday 28 July 2026
CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

Tuesday 28 July 2026
SK Hynix enters LPDDR6 production race with Xiaomi first in line
SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...
Tuesday 28 July 2026
AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing
Surging demand for AI servers and advanced memory devices is tightening the global supply of tungsten hexafluoride (WF6), drawing increased attention to one of the semiconductor industry's...
Tuesday 28 July 2026
Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China
Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive...
Tuesday 28 July 2026
SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes

AI spending is broadening the memory upcycle beyond high-bandwidth memory, lifting prices for conventional DRAM, NAND flash and enterprise...

Tuesday 28 July 2026
Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

Printed circuit board (PCB) manufacturer Eiso Enterprise has completed its annual fundraising plan. To strengthen working capital for...

Tuesday 28 July 2026
Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

Cadence Design Systems posted stronger-than-expected second-quarter results on July 27 and raised its full-year revenue growth outlook...

Tuesday 28 July 2026
Smart glasses ignite AI device battle as China nears 80% global brand share
Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained...
Tuesday 28 July 2026
Anthropic seeks SK Hynix supply for AI chips, SK chair says

Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He...

Tuesday 28 July 2026
Robot boom heats up as Taiwan chipmakers race to catch up
Cloud AI chip giants are stepping up investment in robot applications, putting robots back at the center of industry debate. For Taiwanese chipmakers, the broad range of robot use...
Tuesday 28 July 2026
China reportedly starts making homegrown DUV chipmaking tools; threatens ASML's stranglehold on semiconductor equipment
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a potential turning point in its effort to build a self-sufficient semiconductor...
Tuesday 28 July 2026
Nvidia remaps Asia's AI supply chain, raising fresh questions over Taiwan's edge
Generative AI is reshaping the semiconductor and electronics industries while redefining how global supply chains divide roles across design, manufacturing, infrastructure, and app...
Tuesday 28 July 2026
Samsung, SK Hynix race to secure chipmaking tools before equipment lead times hit one year
Samsung Electronics and SK Hynix are considering placing semiconductor equipment orders earlier as a global wave of fab investment stretches delivery times for key chipmaking tools...
Tuesday 28 July 2026
Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...