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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 29 July 2026
AI, memory clients lock in long-term orders for Leading Technology
Leading Technology, the IC substrate arm of PCB giant Zhen Ding Technology Group, is pressing ahead with plans for a Hong Kong listing as AI and memory customers sign long-term supply...
Wednesday 29 July 2026
Samsung and SK Hynix hold back on 3D IC; CXMT and Winbond gain
AI demand is driving a sharp rise in inquiries about 3D IC, but some in South Korea say the new technology is unlikely to become a fresh growth engine for Samsung Electronics and SK...
Wednesday 29 July 2026
Qualcomm's Snapdragon price hikes test Apple, MediaTek flagship phone demand
Qualcomm has reportedly notified customers that it will raise prices across its Snapdragon system-on-chip portfolio from September 2026, including its next flagship mobile platform...
Wednesday 29 July 2026
South Korea unveils US$950 billion AI partnerships with Nvidia, Samsung, SK Group
South Korea announced a US$950 billion package of AI cooperation initiatives in Silicon Valley on July 24, 2026, as President Lee Jae-Myung led a delegation of government and business...
Tuesday 28 July 2026
Nvidia says smuggling is a 'nonstarter' as Taiwan arrests its employee in GB300 server scheme
A senior sales manager allegedly helped route GB300-equipped servers through Japan and Hong Kong over three years, in a scheme prosecutors value at up to $300 million
Tuesday 28 July 2026
Magnitude 7.1 quake strikes Japan's Kumamoto; TSMC says JASM staff safe, recovery underway
A powerful earthquake struck Japan's Kyushu region at 4:27 p.m. on July 28. The Japan Meteorological Agency initially estimated the quake at magnitude 7.1 with a depth of 6.2 miles...
Tuesday 28 July 2026
Nvidia invests in Ilya Sutskever's SSI, providing access to Vera Rubin compute platform
Nvidia has made a strategic investment in Safe Superintelligence Inc. and announced a long-term partnership with the secretive AI lab founded by OpenAI co-founder Ilya Sutskever, giving...
Tuesday 28 July 2026
Display industry earnings season shifts spotlight from panel prices to transformation strategies

Taiwan's display supply chain enters second-quarter earnings season this week, with Coretronic reporting results on July 28, followed...

Tuesday 28 July 2026
Google TPU surge and Meta capacity push fuel CSP capex wave
AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...
Tuesday 28 July 2026
CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

Tuesday 28 July 2026
SK Hynix enters LPDDR6 production race with Xiaomi first in line
SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...
Tuesday 28 July 2026
AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing
Surging demand for AI servers and advanced memory devices is tightening the global supply of tungsten hexafluoride (WF6), drawing increased attention to one of the semiconductor industry's...
Tuesday 28 July 2026
Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China
Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive...
Tuesday 28 July 2026
SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes

AI spending is broadening the memory upcycle beyond high-bandwidth memory, lifting prices for conventional DRAM, NAND flash and enterprise...

Tuesday 28 July 2026
Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

Printed circuit board (PCB) manufacturer Eiso Enterprise has completed its annual fundraising plan. To strengthen working capital for...