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    NEWS TAGGED CHIPS + COMPONENTS
    Monday 23 March 2026
    India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains
    India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor...
    Monday 23 March 2026
    Samsung reportedly in talks with Google, Microsoft on long-term memory supply agreements

    Samsung Electronics is reportedly in discussions with Google and Microsoft to establish long-term memory semiconductor supply agreements,...

    Monday 23 March 2026
    Explainer: Why Nvidia's Groq LPU runs on Samsung silicon— Groq's scale and inference strategy
    Nvidia CEO Jensen Huang highlighted at GTC 2026 that AI has shifted from early model training to an era defined by inference and agent computing. To meet growing inference demands,...
    Monday 23 March 2026
    Meet the duo bridging Jensen Huang to Taiwan at GTC 2026
    At Nvidia's GTC 2026 conference last week, two figures were notable in helping CEO Jensen Huang connect with major Taiwanese business partners.
    Monday 23 March 2026
    Advanced Echem expands DUV, packaging, and optical materials to serve global chip progress
    Advanced Echem Materials' (AEMC's) expansion in DUV photoresists, advanced packaging, and optical materials signals increased global supply capacity for cutting‑edge semiconductor...
    Monday 23 March 2026
    China's AI GPU self-sufficiency to hit 80% by 2030 highlights growing challenges for Nvidia
    Recent reports indicate that the Trump administration planned to tighten export controls on AI chips to China but has since withdrawn new proposals. While these regulatory pressures...
    Monday 23 March 2026
    Zenitron warns memory shortages will reverberate across global tech supply chains
    Zenitron president YY Chou warned that surging demand for AI servers, data centers, and robotics is driving memory shortages that will affect global supply chains and pricing, with...
    Monday 23 March 2026
    China moves into high-end photoresist production: Dinglong ramps up, YMTC lends support
    As geopolitical tensions and energy transport risks heighten volatility in the global semiconductor supply chain, the stability of upstream critical materials — particularly...
    Monday 23 March 2026
    Tescan integrates Seoul demo lab to speed testing for AI memory and advanced packaging customers
    Tescan's expansion of its Seoul site integrates a Demo Lab with office space to better serve semiconductor clients amid global AI-driven memory demand, promising faster failure analysis...
    Monday 23 March 2026
    Samsung chairman joins Beijing forum as China seeks foreign chip investment

    Samsung Electronics chairman Lee Jae-yong is attending the China Development Forum (CDF) in Beijing on March 22-23 and is expected to...

    Monday 23 March 2026
    Memory supply squeeze dents IPC profits
    The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented...
    Monday 23 March 2026
    Nvidia pushes deeper into AI inference to counter custom chip rivals
    At its GTC 2026 conference, Nvidia showcased a slate of technologies and new products squarely aimed at the next wave of artificial intelligence inference. With the integration of...
    Monday 23 March 2026
    TSMC supports local suppliers to reduce supply chain risks
    Jeng-Ywan Jeng, a professor from the Department of Mechanical Engineering at the National Taiwan University of Science and Technology (NTUST), recently highlighted TSMC's efforts to...
    Monday 23 March 2026
    SK Hynix plans TSMC 3nm adoption for HBM4E edge over Samsung
    SK Hynix is reportedly evaluating the use of Taiwan Semiconductor Manufacturing Company's (TSMC) 3-nanometer process for producing the logic die in its seventh-generation high-bandwidth...
    Monday 23 March 2026
    An imminent strike looms over Samsung's AI memory supply
    Samsung Electronics is facing escalating labor tensions after its largest union secured approval for a strike, raising concerns over potential disruptions to semiconductor production...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook