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    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 8 January 2026
    Huawei's Ascend 950 tests South Korea's AI market
    Huawei has signalled a renewed push into South Korea's AI infrastructure market, outlining plans to introduce its next-generation AI processor — widely expected to be the Ascend...
    Thursday 8 January 2026
    RISC-V's rise: A third CPU ecosystem in 5-10 years?
    Bao Yungang, vice director of the Chinese Academy of Sciences' Institute of Computing Technology and chief scientist at the Beijing Open Source Chip Academy, predicts RISC-V will become...
    Wednesday 7 January 2026
    Marvell to acquire XConn to expand PCIe and CXL switching portfolio
    Marvell Technology has agreed to acquire XConn Technologies to strengthen its position in PCIe, CXL, and UALink switching for AI data center infrastructure, as demand grows for scale-up...
    Wednesday 7 January 2026
    Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
    Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...
    Wednesday 7 January 2026
    Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
    When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
    Wednesday 7 January 2026
    Zhen Ding Tech ramps 10 plants as 2026 capex tops US$1.6bn
    Looking ahead to 2026, PCB industry leader Zhen Ding Tech. (ZDT) said demand remains solid across high-end applications such as AI servers, optical communications, and IC substrates,...
    Wednesday 7 January 2026
    Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan
    Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed...
    Wednesday 7 January 2026
    CES 2026: AMD's Lisa Su predicts YottaScale compute to be turning point
    AMD CEO Lisa Su stated at CES 2026 that the industry has officially entered the "YottaScale" era, marking a shift toward new performance benchmarks. In an interview with CNBC,...
    Wednesday 7 January 2026
    CES 2026: PC brands push new launches amid memory crunch
    Facing the memory shortage, PC companies are aggressively promoting new models at the Consumer Electronics Show (CES), hoping to regain momentum. Acer rolled out multiple new series,...
    Wednesday 7 January 2026
    CES 2026: Nvidia CEO spotlights humanoid robots, supply chain cites training gaps

    Nvidia CEO Jensen Huang used his CES 2026 keynote to focus on agentic AI and Physical AI, outlining how the company is extending AI into...

    Wednesday 7 January 2026
    TSMC's secret behind countering quake risks
    TSMC sustained minor losses from the December 27, 2025, earthquake near Yilan, thanks to comprehensive seismic management implemented after the 1999 earthquake. These measures safeguarded...
    Wednesday 7 January 2026
    Memory price surge drives Nanya, Adata to record December revenue
    Soaring memory prices have boosted the performance of related supply chains, with Nanya Technology and Adata Technology posting record single-month revenues for consecutive months,...
    Wednesday 7 January 2026
    Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
    Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
    Wednesday 7 January 2026
    H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
    Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements or...
    Wednesday 7 January 2026
    TSMC names Gina Proctor Treasurer of Arizona subsidiary

    TSMC appointed Gina Proctor as treasurer of its TSMC Arizona Corporation subsidiary effective January 6, 2026, according to a regulatory disclosure...

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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook