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NEWS TAGGED CHIPS + COMPONENTS
Monday 9 February 2026
India, Malaysia forge strategic pact on chips, energy and digital payments
India and Malaysia used Prime Minister Narendra Modi's official visit to Kuala Lumpur to signal a step-change in their Comprehensive Strategic Partnership, unveiling wide-ranging cooperation...
Monday 9 February 2026
India's semiconductor push shifts focus under ISM 2.0 from fabs to design, equipment and IP
According to The Economic Times, India's Electronics and IT Minister Ashwini Vaishnaw said India Semiconductor Mission (ISM) 2.0 will prioritise chip design companies and...
Monday 9 February 2026
Tower Semiconductor, Nvidia advance 1.6T optical modules for AI data center networking

Tower Semiconductor is expanding into AI data center infrastructure through a collaboration with Nvidia on 1.6T optical modules, positioning...

Monday 9 February 2026
TSMC supports Japan's advanced packaging plant construction
TSMC chairman C.C. Wei recently visited Japan and appeared alongside Prime Minister Sanae Takaichi to jointly announce that Kumamoto Fab 2 will be upgraded from a 6nm to a 3nm process,...
Monday 9 February 2026
Winbond, Macronix post strong January sales as memory demand heats up
Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional...
Monday 9 February 2026
Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
Monday 9 February 2026
Silicon Motion expands enterprise storage amid NAND supply shift
NAND flash supply shortages have pushed original manufacturers to focus on AI servers, leaving PC and smartphone markets to memory module vendors. This shift offers Silicon Motion...
Monday 9 February 2026
India roundup: India's annual budget to boost AI and chip ecosystem
India unveils the latest Union Budget, which includes India Semiconductor Mission 2.0, to boost chip incentives. The Trump Administration announced a reduced 18% tariff on India as...
Monday 9 February 2026
Samsung, SK Hynix shift to shorter memory contracts as prices surge

Memory chip manufacturers are adjusting long-standing supply practices in response to rising prices. According to South Korean media reports,...

Monday 9 February 2026
CSP orders and space economy fuel strong start to 2026 for Taiwan's supply chain
Rising investments in AI data centers and an intensifying global push to build large-scale satellite networks are rapidly transforming Taiwan's technology supply chain, delivering...
Monday 9 February 2026
Musk flags manufacturing bottlenecks, floats 'TeraFab' as chip supply strains
Elon Musk said the rapid expansion of artificial intelligence is running up against hard limits in global manufacturing capacity, as chip production, power equipment and industrial...
Monday 9 February 2026
512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

Monday 9 February 2026
India advances semiconductor ambitions as TSMC fabricates DLI-backed startup chips
India marked a milestone in its semiconductor push as seven chip designs from startups under the design-linked incentive (DLI) scheme were successfully fabricated, including advanced...
Sunday 8 February 2026
Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter...

Sunday 8 February 2026
AMD's investment in photonics and modular architecture signals shift in AI infrastructure development
AMD is positioning itself to address the future needs of artificial intelligence (AI) computing through advances in chip design and system architecture, particularly by integrating...