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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 26 August 2026
Nvidia earnings hinge on Rubin ramp and Vera CPU
Nvidia will release its fiscal second-quarter 2027 financial results on August 26, US time. Given Nvidia's performance pattern in recent quarters, Wall Street has come to expect a...
Wednesday 26 August 2026
China GPU race, Part 2: Moore Threads, MetaX, Biren and Enflame pursue four formulas for breaking Nvidia's grip
Enflame's planned US$893 million STAR Market IPO, examined in Part 1 of this series, highlights both the opportunity and the financial strain facing China's emerging AI chip suppliers,...
Wednesday 26 August 2026
Apple gives 2nm debut to Mac, not iPhone: M6 leads TSMC node transition
Apple on Aug. 25 introduced M6 in a new Mac mini and M5 Ultra in a new Mac Studio, framing both chips around AI compute and memory bandwidth rather than conventional CPU headline numbers...
Wednesday 26 August 2026
China GPU race, Part 1: Enflame IPO spotlights Tencent ties, deep losses and AI chip ambitions
Enflame Technology is preparing to become the latest of China's leading AI chip developers to tap public markets, with a CNY6 billion (approx. US$893 million) Shanghai STAR Market...
Wednesday 26 August 2026
Google's TPU v10 turns multi-vendor, deepening MediaTek's ASIC role
Google's expanding list of TPU partners has sparked widespread industry discussion, centering on whether current IC design suppliers Broadcom and MediaTek will see their orders imp...
Wednesday 26 August 2026
India chip manufacturing push exposes production-test skills gap, NI says
India's semiconductor expansion is beginning to expose a shortage of engineers with experience in production testing, a capability that will become increasingly important as new OSAT...
Wednesday 26 August 2026
Eternal Materials reports July revenue gain as advanced packaging demand strengthens
Eternal Materials said July marked the start of its traditional peak season, with stronger shipments across its three main business units lifting monthly revenue to NT$4.093 billion...
Wednesday 26 August 2026
Kyocera to ramp up MLCC production for AI servers with JPY60B investment
Japanese components maker Kyocera is making a major push to capture surging AI demand. As part of its mid-term growth strategy toward FY2031, the company plans to begin mass production...
Wednesday 26 August 2026
Apple is only the test: Chinese memory makers CXMT, YMTC target North American cloud market
The memory industry is entering a powerful growth cycle, with Apple seeking to add Chinese suppliers CXMT and YMTC to its memory supply chain. With a meeting between US President Donald...
Wednesday 26 August 2026
OpenAI says Jalapeño cuts latency up to 3.6x, targeting the bottleneck that slows agents
OpenAI said its first custom inference chip, Jalapeño, delivered faster responses and better power efficiency than competing systems in tests across several large language models...
Wednesday 26 August 2026
Xiaomi launches Xring O3 SoC, yet its low adoption limits threat to MediaTek, Qualcomm
Xiaomi officially unveiled its next-generation in-house system-on-chip (SoC), the Xring O3, at its Xring Chip Technology Briefing on August 24, continuing to position the silicon as...
Wednesday 26 August 2026
Samsung, Intel widen AI chip battle into memory, packaging
Samsung Electronics and Intel are pushing into each other's core businesses as AI semiconductor competition shifts from individual chips to full-system integration. South Korean reports...
Wednesday 26 August 2026
Waymo's 320 million-km milestone exposes the next robotaxi challenge: scaling the silicon
As robotaxi services expand beyond individual cities into wider regions, the growing appeal of AI-assisted driving and the technological vision that AV developers are eager to realize...
Wednesday 26 August 2026
China has plenty of indium but not enough InP wafers for AI data centers
China accounts for more than 70% of the world's primary indium output but only about 10% of finished indium phosphide substrates, leaving a gap between its strength in raw materials...
Wednesday 26 August 2026
China's advanced-chip gap could close well before its lithography gap does
As China enters a near-frenzied state of continuous production-capacity expansion, it is easy to see that the main driver behind these aggressive, purpose-built movements in the domestic...