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NEWS TAGGED CHIPS + COMPONENTS
Thursday 21 May 2026
Samsung averts strike with last-minute labor deal, but deeper divisions remain
With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what...
Wednesday 20 May 2026
ASML to deliver first High-NA chips within months despite cost concerns
ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.
Wednesday 20 May 2026
Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890
Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group...
Wednesday 20 May 2026
Amazon's AI chip push gains ground as Nvidia remains central to AWS

Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

Wednesday 20 May 2026
China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks
China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader...
Wednesday 20 May 2026
GlobalFoundries invests in Playground Global Fund IV to advance semiconductor technology innovation
GlobalFoundries announced on May 19 that it is making a limited partner investment in Playground Global's Fund IV through GlobalFoundries Accelerate, the company's venture capital...
Wednesday 20 May 2026
Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices
Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...
Wednesday 20 May 2026
Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028
The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of...
Wednesday 20 May 2026
Google and Blackstone could lift ASIC demand with TPU leasing joint venture
Recent media reports say Google is set to team up with Blackstone to form a new cloud computing leasing company, with Blackstone as the main shareholder. The new venture aims to build...
Wednesday 20 May 2026
South Korea's defense chips 99% import-dependent as photonic supply chain crisis looms
Photonic semiconductors have become indispensable to modern defense — prized for their ultra-high-speed data processing, high capacity, low power consumption, and exceptional...
Wednesday 20 May 2026
Samsung braces for major strike after bonus talks collapse

Samsung Electronics faces a major labor disruption after its union said about 48,000 workers would walk off the job on May 21, beginning...

Wednesday 20 May 2026
Taipei fires back as Trump repeats chip theft claim
Trump has once again accused Taiwan of "stealing" the US semiconductor industry — his second such broadside in as many months.
Wednesday 20 May 2026
South Korea sounds alarm on manufacturing hollow-out as AI server boom lifts Taiwan
As artificial intelligence reshapes the global economy, demand for data centers is rapidly redrawing the export map of nations.
Wednesday 20 May 2026
AMD makes history with first overseas AI DevDay in Shanghai, targeting deeper China partnerships
Advanced Micro Devices (AMD) chair and CEO Lisa Su led the company's China team in Shanghai for AMD AI DevDay 2026 on May 19. The event marks the first time it has been held outside...
Wednesday 20 May 2026
Nvidia earnings set to beat again on AI rack boom
Supply chain optimism grows as Blackwell shipments ramp, Rubin approaches, and Intel CPUs re-enter the AI server spotlight.