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NEWS TAGGED CHIPS + COMPONENTS
Tuesday 2 December 2025
MediaTek secures Google V7e chip order, eyes 2M units by 2027
Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026...
Tuesday 2 December 2025
A TSMC pioneer questions the judgment behind Wei-jen Lo’s move to Intel at 75
Former senior vice president of corporate strategy development at Taiwan Semiconductor Manufacturing Company (TSMC), Wei-jen Lo, was recently reported to have taken confidential documents...
Tuesday 2 December 2025
Nvidia's US$2 billion Synopsys stake signals a bid to strengthen CUDA ecosystem amid ASIC challenges
Nvidia's US$2 billion investment in Synopsys marks a pivotal attempt to extend CUDA and GPU-accelerated computing from AI training into the core of industrial and semiconductor engineering,...
Tuesday 2 December 2025
AI drives Samsung's 2026 operating profit toward KRW100T
Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit in...
Tuesday 2 December 2025
Copper shock, AI PCB demand recasts global CCL pricing
Costs for copper foil and electronic-grade glass fibre cloth are climbing at the same time that AI infrastructure build-out is fuelling strong demand for high-frequency, high-speed...
Tuesday 2 December 2025
Trumpf opens new plasma power tech center in Taiwan amid close ties with ASML, TSMC
Trumpf, a key supplier of semiconductor equipment components with close partnerships with industry giants such as ASML Holding and Taiwan Semiconductor Manufacturing Company (TSMC),...
Tuesday 2 December 2025
Samsung restructures research and memory teams to reclaim HBM market share
Samsung Electronics is undertaking one of its most significant internal restructurings in years as the company pushes to strengthen its artificial intelligence (AI) capabilities and...
Tuesday 2 December 2025
Panasonic raises tantalum capacitor prices, following US competitor steps
After Yageo's subsidiary KEMET raised prices on its tantalum capacitors twice in less than six months, Panasonic, currently ranked as the fourth largest supplier, also decided to increase...
Tuesday 2 December 2025
TSMC-Intel legal dispute highlights Taiwan's corporate espionage risks
Judicial authorities continue investigating former TSMC senior vice president Wei-Jen Lo for suspected violations of the National Security Act and for industrial espionage. The Intellectual...
Tuesday 2 December 2025
Apple reportedly weighs Intel's 18A-P for 2027 entry-level Mac chips, challenging TSMC's exclusive grip
Despite Nvidia CEO Jensen Huang and many industry veterans arguing that former TSMC senior vice president Wei-Jen Lo joining Intel will not materially affect TSMC — given the...
Monday 1 December 2025
Tata Electronics accelerates hiring and fab redesign as Tata Power deepens solar vertical integration
Tata Electronics is ramping up hiring and redesigning its Gujarat chip fab as it races to match Apple's fast-growing India production. The expansion comes amid soaring iPhone exports...
Monday 1 December 2025
PaleBlueDot AI seeks US$300m loan for Nvidia chips
US AI company PaleBlueDot AI is reportedly seeking a US$300 million loan to help Chinese social media platform RedNote (Xiaohongshu) use Nvidia's high-end AI chips through a data center...
Monday 1 December 2025
Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production
Micron Technology is reportedly planning to invest JPY1.5 trillion(US$9.6 billion) to establish a new high-bandwidth memory (HBM) manufacturing facility at its Hiroshima campus, according...
Monday 1 December 2025
CXMT narrows DRAM gap; market impact may be smaller than expected?
China's memory manufacturer CXMT, backed by government support, shifted to high-end technology development from 2025 and has introduced multiple next-generation DRAM products within...
Monday 1 December 2025
Samsung and SK Hynix to unveil next-gen memory tech at ISSCC 2026
At the upcoming International Solid-State Circuits Conference (ISSCC) 2026 in February, Samsung Electronics and SK Hynix are set to unveil significant advances in high-performance...