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    Why are China EVs barriers on US market untouched during Trump-Xi talks
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    Analysis: What are the risks facing China DRAM capacity amid a tightening market
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    NEWS TAGGED CHIPS + COMPONENTS
    Monday 27 July 2026
    CXMT tops A-share market cap on IPO debut
    Chinese DRAM maker ChangXin Memory Technologies (CXMT) listed on the STAR Market of the Shanghai Stock Exchange on July 27, with its market capitalization briefly topping CNY3.6 trillion...
    Monday 27 July 2026
    Rebellions readies Rebel100 shipments as AI inference demand grows
    South Korean AI chip designer Rebellions plans to begin shipping its next-generation Rebel100 accelerator in the second half of 2026, betting that wider use of AI agents and commercial...
    Monday 27 July 2026
    WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

    Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

    Monday 27 July 2026
    India's Paras Defense semiconductor unit to invest in Madhya Pradesh OSAT facility
    Indian defense engineering company Paras Defense and Space Technologies said its semiconductor subsidiary, Paras Semiconductors, will invest INR62 billion (approx. US$643.79 million)...
    Monday 27 July 2026
    India's NIELIT and SCL expand access to indigenous semiconductor design kit through eChipHub
    India's National Institute of Electronics and Information Technology (NIELIT) and the Semiconductor Laboratory (SCL) have collaborated to make SCL's indigenous 1.2-micrometer Process...
    Monday 27 July 2026
    Qualcomm tells customers chip prices will rise by double digits from September

    Qualcomm plans to raise chip prices by a double-digit percentage from September 1, passing higher supplier costs into a smartphone market...

    Monday 27 July 2026
    IndieSemiC, Semtech partner on RISC-V IoT platform as India expands semiconductor design ecosystem
    Gujarat-based fabless semiconductor startup IndieSemiC has partnered with US-based semiconductor supplier Semtech Corporation to develop a new RISC-V-based system-in-package (SiP)...
    Monday 27 July 2026
    Samsung’s Broadcom AI chip pact expected to top US$200 billion as Hyundai expands robotics push

    Samsung Electronics and Hyundai Motor Group used the San Francisco AI Summit to outline separate artificial intelligence (AI) expansion...

    Monday 27 July 2026
    Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties
    AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below...
    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Monday 27 July 2026
    IDMs target AI margins, boosting Taiwan power suppliers
    International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...
    Monday 27 July 2026
    AMD widens robotics push with Taiwan IPC partners as it targets Nvidia lead
    AMD is deepening its robot and physical AI ambitions, and the move could matter far beyond Taiwan's industrial PC sector. By building a broader partner network in edge AI and robotics,...
    Monday 27 July 2026
    Samsung bolsters energy team as chip projects test power supply
    Samsung Group is recruiting current and former government energy officials for its in-house think tank as electricity infrastructure emerges as a key issue for its semiconductor expansion...
    Monday 27 July 2026
    AI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

    Rising raw material costs and tightening supply of high-end components for AI applications have triggered an unusual round of price...

    Monday 27 July 2026
    Apacer 2Q26 profit tops full-year record on memory shortage
    Memory module maker Apacer Technology posted record quarterly profit in the second quarter of 2026, lifted by the memory shortage and surging prices. Net profit reached NT$2.7 billion...
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