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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    11h 41min ago
    Memory price surge intensifies NB shortage through 2026
    11h 41min ago
    Commentary: What's the real game behind Arm's chip venture?
    11h 41min ago
    Chinese automakers face challenges in Mexico despite initial success
    11h 41min ago
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
    11h 41min ago
    Analysis: Deepdive into Huawei's 2025 annual report
    11h 42min ago
    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 5 March 2026
    Broadcom says Tomahawk switches are driving market share as AI networking demand accelerates
    On March 4, Broadcom told investors its Tomahawk family is a key competitive advantage as customers build larger AI clusters. Management highlighted Tomahawk 6 — which it described...
    Thursday 5 March 2026
    Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
    On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically...
    Thursday 5 March 2026
    Broadcom says five AI chip partners are ramping, OpenAI slated for 2027
    Broadcom on Monday detailed progress across its custom AI XPU roadmap, saying deployments with five major customers are advancing and that a sixth — OpenAI — is set to...
    Thursday 5 March 2026
    Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook
    Broadcom's first-quarter results and stronger-than-expected guidance underscore accelerating AI-driven demand in the data-center market, with implications for chip supply chains and...
    Thursday 5 March 2026
    Japanese-led price surge in inductors could reshape mid-to-high-end passive components market and shift share to Taiwanese suppliers
    Global passive components suppliers are entering a new price-hike cycle in 2026 as Murata Manufacturing and TDK Corporation prepare steep increases for inductors, with reported single...
    Thursday 5 March 2026
    Hanmi Semiconductor strengthens ties with India amid Micron facility launch
    South Korean thermal compression bonder leader Hanmi Semiconductor has announced the development of the industry's first dual-function BOC COB Bonder, capable of performing both Board-on-Chip...
    Thursday 5 March 2026
    Beyond EMS: Lens Technology ships PCIe 5.0 enterprise SSDs, moves into AI data center storage

    Lens Technology said SSDs assembled for enterprise NVMe storage supplier DERA have entered mass shipment at its facility in the Xiangtan...

    Thursday 5 March 2026
    Glass fiber shortage hits IC substrates, MGC follows Resonac with 30% CCL price hike

    Demand from Nvidia and Apple has intensified shortages of high-end glass fiber cloth used in IC substrates, driving broad price increases...

    Thursday 5 March 2026
    WT Microelectronics sees 2026 growth despite memory price hikes
    The semiconductor market in 2026 is expected to be driven by strong AI demand but faces challenges from rising prices of memory and passive components. WT Microelectronics said the...
    Thursday 5 March 2026
    Egis showcases satellite and drone integration at MWC 2026
    Egis Technology and its subsidiaries are jointly exhibiting at the 2026 Mobile World Congress (MWC 2026). Centered on integrated terrestrial and space connectivity, physical AI, and...
    Wednesday 4 March 2026
    Chunghwa Precision Test Tech posts record February revenue despite seasonal dip
    Semiconductor test interface supplier Chunghwa Precision Test Tech (CHPT) said that continued demand from the high-performance computing (HPC) and mobile application processor (AP)...
    Wednesday 4 March 2026
    AGI and Snapdragon showcase private, app-agnostic AI for devices at MWC 2026
    AGI has announced a collaboration to optimize its agent technology for Snapdragon-powered devices, aiming to expand private, on-device AI capabilities across smartphones, PCs, and...
    Wednesday 4 March 2026
    Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power
    The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...
    Wednesday 4 March 2026
    Rising memory prices push Nanya and Winbond into expansion and record revenues
    Nanya Technology and Winbond Electronics reported consecutive record results in early 2026 as memory prices continue to climb, prompting both firms to increase capex and accelerate...
    Wednesday 4 March 2026
    Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
    Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...
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    biz
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook