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    SMIC's 7nm process edges Intel 18A on pitch, but trails in transistor density
    Jun 17, 16:54
    ENF Technology enters SK Hynix supply chain, supplying self-produced hydrofluoric acid
    Jun 17, 16:54
    Iran–US ceasefire eases pressure on global auto supply chains
    Jun 17, 16:51
    SK Hynix reportedly to make JSC's LPDDR5 in a rare foundry move
    Jun 17, 16:51
    AI-driven memory price surge pushes Samsung's budget phones higher
    Jun 17, 16:51
    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 30 April 2026
    Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up
    Nvidia CEO Jensen Huang recently stated that Google's Tensor Processing Units (TPUs) do not constitute a real threat to Nvidia. He made the comments during an interview on the Dwarkesh...
    Thursday 30 April 2026
    Amkor advances data center CPU mass production amid manageable supply and cost risks
    Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
    Wednesday 29 April 2026
    UMC profit doubles, touts Intel-backed US manufacturing option
    United Microelectronics Corp (UMC) reported first-quarter 2026 net profit of NT$16.17 billion (approximately $490 million), up 61% quarter on quarter and more than double the year-ago...
    Wednesday 29 April 2026
    China OSAT leader JCET expands in advanced packaging, profit climbs
    China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor...
    Wednesday 29 April 2026
    Seagate leans on long-term contracts as storage demand stabilizes
    Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...
    Wednesday 29 April 2026
    FCC expands ban on non-US networking devices, raising supply chain pressure
    The US Federal Communications Commission (FCC) has further clarified restrictions on non-US network equipment by officially including mobile hotspots, portable Wi-Fi devices, and home...
    Wednesday 29 April 2026
    China memory chip designer Montage lifts profit on DDR5, AI server demand
    China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...
    Wednesday 29 April 2026
    TSMC exits Arm investment with US$231 million sale
    TSMC has fully divested its stake in Arm Holdings, selling approximately 1.11 million shares at US$207.65 each for a total of US$231 million, the company disclosed on April 29, 2026...
    Wednesday 29 April 2026
    Seagate sees agentic AI beginning to lift HDD demand
    Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes...
    Wednesday 29 April 2026
    Seagate tops estimates, raises outlook on cloud, AI demand
    Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...
    Wednesday 29 April 2026
    Commentary: How TSMC anchors Taiwan's semiconductor supply chain from within
    As competition in the semiconductor industry intensifies, TSMC maintains its lead while actively supporting the domestic supply chain. In recent years, driven by the need for cost...
    Wednesday 29 April 2026
    Automotive and networking chips move directly to 2nm as AI demand tightens capacity

    Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

    Wednesday 29 April 2026
    Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
    The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...
    Wednesday 29 April 2026
    US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

    The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering...

    Wednesday 29 April 2026
    China's GPU IPO wave meets its hardest test: cluster stability
    China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...
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    biz
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook