CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
Thursday 16 July 2026
ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
Thursday 16 July 2026
Taiwan power device makers gain from automotive inventory buildup and order shifting
Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
Thursday 16 July 2026
Samsung's Honam semiconductor investment faces union pushback as 80% oppose project
As Samsung Electronics pushes ahead with a major semiconductor investment project in South Korea's Honam region, including Gwangju and South Jeolla Province, labor-management relations...
Thursday 16 July 2026
Column: From K-Semiconductor to AI superpower —How South Korea is taking its next chip leap

South Korean President Lee Jae-myung unveiled the country's Three Mega Projects for AI and Semiconductors in late June 2026, an ambitious...

Thursday 16 July 2026
Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains
Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The outlook...
Thursday 16 July 2026
Chip inflation drives phone prices higher, clouds 2027 demand
Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...
Thursday 16 July 2026
AI demand-driven memory crunch leaves smart cars exposed

AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity...

Wednesday 15 July 2026
JCET forecasts higher first-half profit on AI-driven chip demand
China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum...
Wednesday 15 July 2026
Lenovo says US ThinkBook models do not use YMTC SSDs
Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit...
Wednesday 15 July 2026
Intel qualifies High-NA EUV for Panther Lake; ASML preps TSMC and Samsung for next wave
ASML confirmed on July 15 that Intel Foundry has become the first company in the industry to ship a high-volume logic product manufactured using High-NA EUV lithography, marking a...
Wednesday 15 July 2026
SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer...

Wednesday 15 July 2026
Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI...
Wednesday 15 July 2026
AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...
Wednesday 15 July 2026
MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second...

Wednesday 15 July 2026
PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...