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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 6 May 2026
VIS sees stronger growth in the AI boom and pricing power
Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...
Wednesday 6 May 2026
GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial...
Wednesday 6 May 2026
Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers...
Wednesday 6 May 2026
AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Wednesday 6 May 2026
GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix
GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers...
Wednesday 6 May 2026
MediaTek unit Airoha targets AI networking surge with triple optical growth
MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical...
Wednesday 6 May 2026
India approves new semiconductor and Mini/Micro LED projects
India's latest approvals could expand global display and chip sourcing as the country adds Mini/Micro LED GaN fabrication and large-scale packaging capacity. Global manufacturers and...
Wednesday 6 May 2026
GlobalFoundries turns three-continent footprint into geopolitical hedge
In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need for supply chain resilience amid a "fragmented geopolitical environment." The company...
Wednesday 6 May 2026
Eris Technology posts record April revenue on AI robot and server demand
Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives...
Wednesday 6 May 2026
Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded
Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and...
Wednesday 6 May 2026
GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
Wednesday 6 May 2026
RichWave sees Wi-Fi 7 growth outrunning memory price pressure
Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs...
Wednesday 6 May 2026
GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
Wednesday 6 May 2026
Tata Electronics targets US$30B semiconductor buildout to anchor India’s manufacturing push
Tata Electronics is rapidly emerging as one of India's most ambitious bets in the global semiconductor and electronics industry, with a long-term goal of building a US$30 billion business...
Wednesday 6 May 2026
iPhone 17 topples charts as memory costs threaten midrange Android momentum
Apple and Samsung led the global smartphone market in the first quarter of 2026 as premium demand helped them buck broader shipment declines, industry data showed. According to Counterpoint,...