CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Thursday 23 July 2026
China's research ties weaken as UK, Germany and the US expand cross-border papers

China's research and academic community appears to be drifting away from international collaboration, even as the UK, Germany, and...

Thursday 23 July 2026
Kyushu chip output jumps 60% amid TSMC expansion, but local suppliers see limited gains

Kyushu's semiconductor production, investment and hiring have risen sharply since TSMC announced its Kumamoto expansion, but local companies...

Thursday 23 July 2026
Apple and Klarna target sticker shock with Apple Upgrade device leasing plan
Apple plans to introduce a new device leasing program, marking a significant departure from how it has previously sold its products. The new payments scheme may help convince customers...
Thursday 23 July 2026
WAIC 2026: Lightelligence maps AI's optical future with CPO, NPO, photonic computing

Lightelligence is positioning optical interconnects, optical switching, and optical computing as the next foundation of AI infrastructure,...

Thursday 23 July 2026
Samsung reportedly in talks to invest about EUR1 billion in Mistral AI

Samsung is in talks to invest about EUR1 billion (approx. US$1.14 billion) in French AI startup Mistral as part of a wider fundraising...

Thursday 23 July 2026
Merck makes 'AI for AI' its new semiconductor materials strategy

As the global AI race intensifies, Germany's Merck is extending its reach into semiconductor materials research with an "AI for AI"...

Thursday 23 July 2026
SpaceX's in-house PCB ambitions unlikely to dent Taiwan suppliers, industry says

With SpaceX's first public earnings report approaching, investors are looking for fresh insight into the company's operations and future...

Thursday 23 July 2026
GlobalWafers Italy 8-inch plant fire disrupts output, 12-inch line stays online
GlobalWafers said its Novara plant in Italy caught fire on July 21, forcing a shutdown of the site's 8-inch production line. The silicon wafer maker said all personnel evacuated safely...
Thursday 23 July 2026
SK Hynix speeds P&T7 cleanroom rollout, keeps overall budget at KRW19 trillion
SK Hynix's board approved approximately KRW 7.09 trillion (approx. US$4.83 billion) in facility investment on July 22 to accelerate construction of its P&T7 advanced packaging...
Thursday 23 July 2026
Ainos passes 613 million odor data points as it expands Physical AI
Ainos said its AI Nose platform has collected more than 613 million industrial odor data points, with most of the readings coming from semiconductor manufacturing sites. The AI odor-sensing...
Thursday 23 July 2026
Commentary: Intel must show real AI orders to prove its turnaround
Agentic AI is rapidly gaining traction worldwide, while cloud giants and Anthropic are accelerating spending on AI infrastructure. That surge is pulling CPU demand back to the center...
Thursday 23 July 2026
In-depth: Alibaba builds three-layer AI empire across chips, memory and models
Competition in China's AI industry is moving beyond large language models into chips, memory and computing infrastructure. CXMT's planned IPO on Shanghai's STAR Market has put renewed...
Thursday 23 July 2026
Jensen Huang says no need to 'point a gun' at Taiwan as chipmakers expand in US
Taiwan's links with US technology firms are reshaping chip supply chains, with implications for investors and policymakers worldwide. Nvidia CEO Jensen Huang said those ties have strengthened...
Thursday 23 July 2026
Texas Instruments 2Q26: Revenue beats at $5.46B as industrial and auto recovery silences fab-spend doubters
Texas Instruments delivered a second-quarter 2026 result that topped Wall Street expectations and, more importantly for the industry, signaled that the analog chip cycle is turning...
Thursday 23 July 2026
AMD lands Anthropic as its third marquee AI customer, chipping at Nvidia's grip on training silicon
Advanced Micro Devices has signed Anthropic to a multi-year supply-and-investment pact worth tens of billions of US dollars, a deal that hands the chipmaker its third top-tier artificial-intelligence...