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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 25 February 2026
Apple's budget MacBook set for March debut as component costs increase
Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...
Wednesday 25 February 2026
China AI server buildout strains optical module, MLCC capacity
China's AI data center supply chain gained renewed focus after the Lunar New Year holiday, as optical module and MLCC suppliers pointed to sustained demand from hyperscale infrastructure...
Wednesday 25 February 2026
Elon Musk recruits South Korean chip talent as HBM sparks global war
Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
Wednesday 25 February 2026
Exclusive: Inside Apple’s China entanglement, with ‘Apple in China’ author Patrick McGee

In an interview with DIGITIMES, Patrick McGee, author of 'Apple in China,' joined DIGITIMES vice president Eric Huang in dissecting the...

Tuesday 24 February 2026
A three-nation chip pact takes shape: Japan’s capital, Taiwan’s know-how, India’s talent
What if the next pillar of the global semiconductor industry isn't built in one country — but three?
Tuesday 24 February 2026
Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

Tuesday 24 February 2026
CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...
Tuesday 24 February 2026
OpenAI agreement boosts Cerebras’ renewed IPO push
Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...
Tuesday 24 February 2026
Japan courts Samsung, SK Hynix with subsidies, but memory giants hold back
Samsung Electronics and SK Hynix have in recent years received repeated invitations from Japan's central and local governments to build semiconductor fabs, but neither has advanced...
Tuesday 24 February 2026
Taiwan says 15% US tariff caps worst-case risk, but exporters face uneven outlook
Following the US Supreme Court ruling that global tariffs under the International Emergency Economic Powers Act (IEEPA) were unlawful, President Donald Trump announced a comprehensive...
Tuesday 24 February 2026
Infineon bets on humanoid robots, targets AI data center-level growth
In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support...
Tuesday 24 February 2026
Intel on edge as Nvidia sells Grace CPU separately to Meta
Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...
Tuesday 24 February 2026
AI devours DRAM supply, SK’s Chey expands “monster chip” push

Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

Tuesday 24 February 2026
ASML lifts EUV power to 1,000W, targets 50% chip output gain by 2030

ASML has unveiled an extreme ultraviolet (EUV) upgrade that could raise chip output per scanner by up to 50% by 2030, without expanding...

Tuesday 24 February 2026
Taiwan moves to safeguard trade gains as US shifts tariff authority, protecting key export sectors.
The US Supreme Court on February 20 struck down the Trump administration's use of the International Emergency Economic Powers Act (IEEPA) to impose "reciprocal tariffs," prompting...