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    Why are China EVs barriers on US market untouched during Trump-Xi talks
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    China car market weakens as Taiwanese suppliers brace for inventory clearance in 2H26
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    TSMC reportedly evaluates Texas for a second US manufacturing hub
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    Analysis: What are the risks facing China DRAM capacity amid a tightening market
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    Mighty Hornet IV drone nears mass production as Taiwan and U.S. sites are readied
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    NEWS TAGGED CHIPS + COMPONENTS
    Monday 3 August 2026
    AI infrastructure orders extend PCB expansion race
    Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...
    Monday 3 August 2026
    Renesas plans to phase out Takasaki factory production and expand R&D focus

    Renesas Electronics plans to gradually end production at its Takasaki factory in Japan over the next two to three years while strengthening...

    Monday 3 August 2026
    xLight bets on EUV light source, eyes ASML deal
    The semiconductor industry is grappling with a supply-demand imbalance as AI-driven demand for advanced-node chips outpaces global capacity by several times, pushing up fab utilization...
    Monday 3 August 2026
    TSMC Kumamoto fab faces first major quake test with chip-material supplies secured
    A magnitude 7.1 earthquake struck Kumamoto Prefecture in Japan's Kyushu region on July 28, drawing attention to the recovery of Taiwan Semiconductor Manufacturing Co's Kumamoto plant,...
    Monday 3 August 2026
    MA-tek sells 80% stake in Shanghai subsidiary to accelerate global expansion
    Semiconductor testing company Materials Analysis Technology (MA-tek) approved the sale of an 80% stake in its Chinese subsidiary MA-tek Technology Testing (Shanghai), as it moves to...
    Monday 3 August 2026
    Apple says advanced-node capacity tightens amid 2nm race

    Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth...

    Monday 3 August 2026
    India advances semiconductor ambitions as Visakhapatnam OSAT plant anchors South India packaging push

    India is moving deeper into semiconductor manufacturing with construction beginning on an INR23.87 billion (US$250 million) OSAT facility...

    Monday 3 August 2026
    Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

    MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production...

    Monday 3 August 2026
    India expands chip talent pipeline amid surging global chip demand
    India has stepped up efforts to build a larger semiconductor workforce through training, curriculum reform, and industry partnerships. The plan matters beyond India because chip supply...
    Monday 3 August 2026
    Pat Gelsinger joins xLight in bid to bring TSMC into US-made lithography project
    US semiconductor policy is moving deeper into the most critical layers of advanced chipmaking, with former Intel chief executive Pat Gelsinger again emerging as a central figure. After...
    Monday 3 August 2026
    Samsung's GaN rumored setbacks threaten foundry launch, leaving it racing to close reliability gap
    Samsung Electronics' gallium nitride (GaN) foundry effort has reportedly suffered another setback, with high-temperature reliability failures potentially pushing mass production into...
    Monday 3 August 2026
    Doosan's SK Siltron acquisition reshapes semiconductor supply chain, accelerates AI-focused portfolio shift
    Doosan Group's agreement to acquire a controlling stake in SK Siltron for KRW2.3 trillion (US$1.6 billion) will expand its semiconductor footprint from materials and testing into wafer...
    Monday 3 August 2026
    Weekly news roundup: Intel revives DDR4, Samsung challenges TSMC at 2nm, Qualcomm raises chip prices
    AI-driven chip shortages, rising memory costs and intensifying foundry competition dominated the technology sector, with Intel reviving DDR4 platforms, Qualcomm raising prices, Samsung...
    Monday 3 August 2026
    Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
    Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
    Monday 3 August 2026
    India roundup: R&D hubs, domestic tooling, OSAT investments, and AI hubs are powering India’s chip push

    India is expanding its semiconductor ambitions through new R&D centers, indigenous design...

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    FSP Debuts World's First 80 PLUS Ruby ATX PSU
    Wednesday 23 September 2026
    The Robot in the Supply Chain
    Tuesday 22 September 2026
    GUC Announces 2nm 16 Gbps HBM4E IP
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