CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Friday 17 July 2026
Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages
Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability...
Friday 17 July 2026
China's AI chips hit three walls — and bet on 3D memory to break through
China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.
Friday 17 July 2026
Memory suppliers push prices higher as Apple and automakers face tighter supply
Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has...
Thursday 16 July 2026
AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...
Thursday 16 July 2026
C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers
TSMC Chairman and CEO C.C. Wei used the company's second-quarter 2026 earnings call to push back on two narratives gaining traction among analysts: that rival packaging technologies...
Thursday 16 July 2026
TSMC says 2nm has four times as many tape-outs as 3nm at the same stage
Customer tape-outs for TSMC's N2 process have reached four times the number recorded by its 3nm technology at the same stage, showing faster design activity as the foundry ramps production...
Thursday 16 July 2026
AI chips are running hotter — and Niching is betting its future on keeping them cool
As AI chips and HPC chips continue to draw more power, major advanced packaging orders at ASE, Powertech Technology, and Amkor remain strong, lifting demand for heat spreaders. Semi-conductor...
Thursday 16 July 2026
Taiwan OSATs expand non-China capacity with US and SEA push
As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China...
Thursday 16 July 2026
TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers...

Thursday 16 July 2026
TSMC eyes record quarter: 2nm ramp drives 3Q26 guidance above US$44B

TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on...

Thursday 16 July 2026
TSMC lifts 2026 revenue growth above 40% on strong AI demand from cloud giants

TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust,...

Thursday 16 July 2026
Beyond AI: Resilient consumer demand widens semiconductor supply crunch
Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...
Thursday 16 July 2026
As Trump pushes chips onshore, Netlist's ITC memory bid could keep Samsung, Nvidia offshore

A US trade agency has opened an investigation that could block imports of the DDR5 server memory and high-bandwidth memory (HBM) feeding...

Thursday 16 July 2026
TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations,...

Thursday 16 July 2026
InP substrates emerge as strategic asset as optical engine supply chain heads for reshuffle
As AI server interconnects advance toward 1.6T and co-packaged optics (CPO), high-power continuous-wave (CW) lasers are becoming a strategic battleground for global technology companies...