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    Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
    Jan 14, 18:38
    China aims to reduce reliance on Japanese photoresists
    Jan 14, 18:37
    Memory price surge drives smartphone panel prices down in 1Q26
    Jan 14, 18:37
    Samsung and SK Hynix to double operating profits by 2026 as memory capacity expand
    Jan 14, 18:37
    Grid capacity will be key to AI and industrial competition
    Jan 14, 18:37
    TSMC shifts to dual leadership with Apple and AI clients maintaining pricing power
    Jan 14, 18:37
    NEWS TAGGED CHIPS + COMPONENTS
    Friday 14 November 2025
    ADATA sets new quarterly profit records amid strong memory market demand
    ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...
    Thursday 13 November 2025
    Samsung aims to make foundry unit profitable by 2027, banking on Tesla orders and US fab ramp-up
    Samsung Electronics is targeting 2027 to turn its foundry business profitable, driven by expected orders from major clients such as Tesla and the full-scale operation of its new Texas...
    Thursday 13 November 2025
    Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

    Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials...

    Thursday 13 November 2025
    Hiwin eyes 2026 growth driven by semiconductor and robotics
    Transmission component maker Hiwin reportedly expects overall industry conditions to clarify only after March 2026, despite stable current market demand with customers focusing on...
    Thursday 13 November 2025
    WPG restructures to accelerate global expansion and lead in logistics
    WPG Holdings has unveiled a comprehensive group restructuring plan that will consolidate its four subsidiaries—World Peace Industrial (WPI), Silicon Application Corporation...
    Thursday 13 November 2025
    Beijing steps in? SMIC capacity reallocated to Huawei as China's chip shortage worsens
    US export controls on advanced chips are starting to show real impact. People familiar with the matter say China is running short of high-end semiconductors, pushing Beijing to step...
    Thursday 13 November 2025
    Microsoft speeds up AI chip development with OpenAI IP licensing
    Microsoft has accelerated its artificial intelligence (AI) chip development by licensing proprietary chip and system design innovations from OpenAI, CEO Satya Nadella disclosed during...
    Thursday 13 November 2025
    GlobalFoundries raises 4Q25 outlook on strong auto, data center demand
    GlobalFoundries forecasts stronger results for the fourth quarter of 2025, saying robust demand from automotive and data center customers is expected to offset continued weakness...
    Thursday 13 November 2025
    Rebellions expands US presence with Silicon Valley hires, launches North America entity
    South Korean AI chip startup Rebellions is accelerating its global expansion, establishing a US entity and appointing two senior Silicon Valley executives to strengthen its position...
    Thursday 13 November 2025
    Infineon doubles down on AI power growth, targets EUR1.5 billion revenue in fiscal 2026 amid surging data center demand
    Infineon Technologies is ramping up its focus on AI infrastructure, projecting EUR1.5 billion (approx. US$1.74 billion) in AI server-related revenue for fiscal 2026, double the previous...
    Thursday 13 November 2025
    Infineon forecasts moderate growth for fiscal 2026 amid currency headwinds
    Infineon Technologies expects moderate growth in fiscal 2026 as geopolitical uncertainties, tariff risks, and currency fluctuations weigh on near-term performance. CEO Jochen Hanebeck...
    Thursday 13 November 2025
    Tesla seeks South Korea partnerships to launch battery production plan
    Analysts believe Tesla is shifting from battery-buying to battery-making, as its procurement team is reportedly in active communication with South Korean suppliers of cathode materials,...
    Thursday 13 November 2025
    Tanaka develops rhodium probe pin material for semiconductor testing
    Tanaka Precious Metal Technologies has developed TK-SR, a rhodium-based material for probe pins used in probe cards during semiconductor front-end testing.
    Thursday 13 November 2025
    Arizona emerges as a new US chip hub as TSMC and Intel expand AI-driven ecosystem

    Arizona is rapidly transforming into a major US semiconductor manufacturing center. The buildout of fabs by TSMC and Intel is drawing...

    Thursday 13 November 2025
    Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
    Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...
    66/334 pages
    biz
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook