CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Tuesday 25 November 2025
Meta reportedly eyes Google TPU adoption, intensifying pressure on Nvidia
Meta is reportedly negotiating to adopt Google's tensor processing units (TPUs) in its data centers starting in 2027, with plans to lease TPUs from Google Cloud as early as 2026. According...
Tuesday 25 November 2025
Tesla to potentially manufacture AI5 chip at Samsung's Hwaseong foundry
Tesla CEO Elon Musk recently indicated that the design finalization of Tesla's AI5 chip is imminent, sparking speculation about Samsung Electronics' semiconductor foundry in South...
Tuesday 25 November 2025
Innodisk says flash price surge accelerates in 4Q25
As the global memory shortage intensifies, Innodisk chairman Randy Chien stated that the trend for 2026 will be simultaneous shortages in DRAM and NAND Flash, while edge AI applications...
Tuesday 25 November 2025
CXMT's growth ceiling arrives early as US export restrictions tighten
China's semiconductor expansion is running into fresh obstacles as the US tightens export controls on advanced chipmaking tools. CXMT and other Chinese chipmakers are likely to face...
Tuesday 25 November 2025
Taiwan expands list of core national technologies to strengthen trade secret protection
The Taiwanese government has expanded its list of core national technologies from 32 to 42 items to enhance the protection of trade secrets and prevent unlawful infringements. The...
Tuesday 25 November 2025
Murata targets China's Maxscend with German patent suit
Murata Manufacturing sued Chinese RF front-end leader Maxscend Microelectronics in a German court over alleged patent infringement involving RF filters, marking an escalation of the...
Tuesday 25 November 2025
Commentary: When CXMT stops following and starts defining the PC-server memory race
The global memory market is once again nearing an inflection point. With AI workloads spreading across end devices, DRAM has turned into the central bottleneck dictating shipment rhythms...
Tuesday 25 November 2025
Taiwan urged to tighten foreign investment reviews amid global tech scrutiny
The 29th International Conference on Technology Law, hosted by National Yang Ming Chiao Tung University (NYCU) from November 20–21, 2025, spotlighted Taiwan's role in global...
Tuesday 25 November 2025
MediaTek and Qualcomm face 2nm, memory cost pressures driving flagship SoC price hikes
Leading smartphone chip designers Qualcomm and MediaTek are reportedly set to increase prices for their 2026 flagship mobile SoCs due to dual pressures from advanced wafer foundry...
Tuesday 25 November 2025
Samsung vanishes from Baidu's AI chip roadmap amid rising geopolitical tensions
Samsung Electronics' long-running foundry partnership with Baidu is facing renewed questions after the Chinese tech giant unveiled a five-year roadmap for its Kunlun AI chips without...
Tuesday 25 November 2025
ASE commits US$133 million to new Taiwan packaging plants to meet AI chip demand
ASE Technology Holding announced it will invest more than NT$4.2 billion (US$133.67 million) to acquire a new factory in the Zhongli District of Taoyuan, Taiwan, and simultaneously...
Tuesday 25 November 2025
DRAM and NAND shortages intensify, forcing major manufacturers to ration shipments

Simon Chen, chairman and CEO of ADATA Technology, stated that demand for DRAM and NAND flash has far outpaced production, with DDR5 prices...

Tuesday 25 November 2025
YMTC rockets to 13% shipment share in NAND Flash, Micron now in sight
Yangtze Memory Technologies Corp (YMTC) has strengthened its position in the global NAND Flash market, exceeding a 10% shipment share in the first quarter of 2025 and rising to 13%...
Tuesday 25 November 2025
Commentary: SoftBank folds Ampere into its AI stack, turning up pressure on x86
Bloomberg reports that the US Federal Trade Commission (FTC) has closed its antitrust review of SoftBank Group's planned US$6.5 billion acquisition of US chip designer Ampere...
Tuesday 25 November 2025
China edges toward self-reliant robot compute with Black Sesame's SesameX
Amid rising US–China tech tensions and China's "Robot Plus" initiative, humanoid and service robots have emerged as the next major strategic sectors. Yet even as China's humanoid...