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NEWS TAGGED CHIPS + COMPONENTS
Tuesday 21 April 2026
Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up...

Tuesday 21 April 2026
Qualcomm Chief reportedly seeks memory and manufacturing deals in South Korea

Qualcomm Chief Executive Cristiano Amon is expected to meet senior executives from Samsung Electronics and SK Hynix during a recent visit...

Tuesday 21 April 2026
Taiwan has more than 260,000 job vacancies, with manufacturing accounting for 32.4%
Taiwan's artificial intelligence (AI) servers and advanced-process chip manufacturing businesses are booming, with related manufacturing industries also benefiting. According to a...
Tuesday 21 April 2026
Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027
Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM)...
Tuesday 21 April 2026
China amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up
GigaDevice is moving into DRAM through a KRW1 trillion (US$680 million) related-party deal, combining CXMT's manufacturing capacity with its own sales network in a move that could...
Tuesday 21 April 2026
AI demand inflates silicon valuations across TSMC, Nvidia supply chain
"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...
Tuesday 21 April 2026
Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to...

Tuesday 21 April 2026
Apple puts its chip architect in charge of all hardware as CEO transition looms
On April 20, 2026, Apple announced that Johny Srouji — the executive behind its custom silicon revolution — has been elevated to the newly created role of Chief Hardware...
Tuesday 21 April 2026
Middle East transshipment and supply chain shifts double SE Asia freight rates
Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating...
Tuesday 21 April 2026
APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion
Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to...
Tuesday 21 April 2026
Analysis: Amazon's 11-year chip journey crowns Anthropic and OpenAI as top Trainium customers
Amazon CEO Andy Jassy declared in his latest shareholder letter that the company's self-developed chip business is booming, surpassing US$15 billion in annualized AI revenue through...
Tuesday 21 April 2026
Semiconductor materials supply shifts to risk sourcing under price and geopolitical pressure
In 2026, critical semiconductor materials face a perfect storm of rising prices, shortages, and geopolitical disruption. Lead times for multilayer ceramic capacitors (MLCCs) and power...
Tuesday 21 April 2026
AI reshapes memory supply; Global Electronics Association warns that traditional procurement strategies will fail
The Global Electronics Association has released a report highlighting how AI demand is redistributing memory supply, causing extended lead times, rising prices, and increased market...
Tuesday 21 April 2026
Samsung's HBM4 yield improves, 4nm PMBIST upgrade receives praise from Nvidia
Samsung Electronics is accelerating its catch-up in the high-bandwidth memory (HBM) market against leader SK Hynix by advancing its sixth-generation HBM4. A key factor is Samsung's...
Tuesday 21 April 2026
Foxconn Industrial Internet to mass-produce CPO all-optical switches in 3Q26 with over 10,000 units target
Brand Cheng, chairman of Foxconn Industrial Internet (FII), a cloud networking business under Foxconn, recently announced ongoing advancements in technologies, including co-packaged...