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NEWS TAGGED CHIPS + COMPONENTS
Thursday 16 July 2026
Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure
Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...
Thursday 16 July 2026
Nvidia doubles down on the land of the rising GPU, wiring Blackwell into Japan's science, banks, factories and cars

Nvidia has laid out a sweeping expansion of its Japanese footprint. The company is moving beyond one-off supercomputer wins to embed...

Thursday 16 July 2026
Memory and CPU supply gaps threaten server shipments in 3Q26
Component shortages that began with PCs and smartphones are now spreading to servers. Inventec, a leading server motherboard maker, said supply gaps will continue widening from the...
Thursday 16 July 2026
Japan's enterprises and startups adopt Nvidia open models for specialized AI

Japan's companies and research institutions are turning to Nvidia's Nemotron open models to build AI tailored to local language, industry,...

Thursday 16 July 2026
ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power
An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...
Thursday 16 July 2026
Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO
Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon...
Thursday 16 July 2026
Samsung may scale back foldable storage upgrades as memory costs rise
Samsung Electronics is reportedly preparing to reduce a long-running preorder perk for its next Galaxy foldables as memory prices climb. According to ChosunBiz, the South...
Thursday 16 July 2026
Samsung, SK hynix race to make Gwangju memory hub operational within four years
Samsung Electronics and SK hynix are set to anchor a KRW800 trillion (US$532.4 billion) semiconductor cluster at the former Gwangju military airport site in South Korea. Industry experts...
Thursday 16 July 2026
CXMT's US$8.5 billion IPO signals China's accelerating challenge to global memory leaders
CXMT's Shanghai debut could reshape global memory markets by speeding China's push into advanced DRAM and HBM, while highlighting how US export controls are altering the industry's...
Thursday 16 July 2026
ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
Thursday 16 July 2026
Taiwan power device makers gain from automotive inventory buildup and order shifting
Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
Thursday 16 July 2026
Samsung's Honam semiconductor investment faces union pushback as 80% oppose project
As Samsung Electronics pushes ahead with a major semiconductor investment project in South Korea's Honam region, including Gwangju and South Jeolla Province, labor-management relations...
Thursday 16 July 2026
Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap

South Korean President Lee Jae-myung unveiled the country's Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious...

Thursday 16 July 2026
Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains
Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The outlook...
Thursday 16 July 2026
Chip inflation drives phone prices higher, clouds 2027 demand
Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...