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    NEWS TAGGED CHIPS + COMPONENTS
    Tuesday 23 December 2025
    Samsung reportedly secures over 60% of iPhone 17 DRAM supply, extends lead to iPhone 18
    Samsung Electronics has reportedly become the largest supplier of mobile DRAM for Apple's iPhone 17, a trend expected to continue with the upcoming iPhone 18. Industry analysts attribute...
    Tuesday 23 December 2025
    ByteDance reportedly to increase 2026 capex with major focus on AI chips
    ByteDance is preparing to raise its capex to CNY160 billion (approx. US$22.70 billion) in 2026, allocating over half of this amount, CNY85 billion, towards purchasing artificial intelligence...
    Tuesday 23 December 2025
    EdgeCortix accelerates low-power chip launch to take on Nvidia

    Tokyo-based startup EdgeCortix plans to deliver samples of its next-generation Sakura-X artificial intelligence (AI) processor by the end of 2026,...

    Tuesday 23 December 2025
    US probes top Southeast Asian Nvidia buyer over chip smuggling

    US authorities are investigating Singapore-based cloud provider Megaspeed International Pte. amid concerns that Nvidia chips could have...

    Tuesday 23 December 2025
    Iluvatar CoreX: China's first commercial GPGPU builder steps onto the public stage

    Shanghai-based Iluvatar CoreX is moving closer to a Hong Kong listing, positioning itself as one of the most commercially advanced domestic...

    Tuesday 23 December 2025
    Weltrend expects USB PD market share to remain strong as heat-management ICs grow
    At a recent investor briefing, Weltrend Semiconductor discussed its two major business pillars: USB Power Delivery (USB PD) chips and fan driver ICs for heat management. While USB...
    Tuesday 23 December 2025
    Under 1% market share: Moore Threads faces long road to 'China's Nvidia.'
    As Moore Threads completes its stock market debut, the capital market has been flooded with bullish rhetoric, from "a domestic GPU champion" to "China's Nvidia." The pitch is familiar...
    Tuesday 23 December 2025
    Moore Threads takes on CUDA with MUSA as China's GPU race shifts to developer ecosystems
    Competition in the GPU industry ultimately comes down to developer ecosystems. Against that backdrop, Moore Threads' inaugural MUSA Developer Conference (MDC 2025) on December 20-21...
    Tuesday 23 December 2025
    Rohm, Tata Electronics form partnership to manufacture power semiconductors in India
    Rohm and Tata Electronics said they have entered into a strategic partnership to establish semiconductor manufacturing operations in India, targeting both domestic and overseas markets,...
    Tuesday 23 December 2025
    Exclusive: Why photons beat copper in AI factories—Celestial AI Co-founder on Marvell's acquisition
    In a year when artificial intelligence spending has begun to resemble a national infrastructure program, Celestial AI has chosen to stop being a standalone startup. Preet Virk, the...
    Tuesday 23 December 2025
    Chinese chip resistor makers cut production to address oversupply; Taiwan firms remain cautious
    Chinese chip resistor manufacturers have cut production by 10-60% amid oversupply, but major firms haven't, limiting recovery. Taiwanese firms expect improvements by late 2026.
    Tuesday 23 December 2025
    With memory price hikes diluting end-of-year smartphone demand, AMOLED panel prices also drop
    Despite approaching the end of the year and the promotional peak season coming to an end, overall utilization rates in the smartphone panel market have remained relatively high. Additionally,...
    Tuesday 23 December 2025
    TI, ADI price hikes split Taiwan's analog IC designers
    Texas Instruments (TI) and Analog Devices (ADI) are reportedly preparing selective price increases across product lines in early 2026, citing rising semiconductor supply chain costs...
    Tuesday 23 December 2025
    Aspeed opens Kaohsiung R&D center to boost chip development efforts
    Aspeed Technology, a global leader in remote server management chips, officially launched its Kaohsiung research and development (R&D) center on December 22. Located at the Pier...
    Tuesday 23 December 2025
    Nvidia targets pre-holiday H200 shipments to China via inventory; production ramp remains uncertain
    Nvidia is reportedly planning to resume shipments of its second-most powerful artificial intelligence chips to China before the Lunar New Year holiday in mid-February, underscoring...
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    biz
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook