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    Mercedes-Benz and ProLogium expand solid-state battery testing partnership
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    NEWS TAGGED CHIPS + COMPONENTS
    Friday 17 July 2026
    Cica-Huntek opens Arizona plant to support advanced chip manufacturing in the US
    Cica-Huntek Chemical Technology said on July 16 that its subsidiary facility in Phoenix, Arizona, had been completed and officially opened after about US$8 million in investment. The...
    Friday 17 July 2026
    Memory shortages deepen as suppliers turn to long-term contracts

    Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM and NAND pushes manufacturers...

    Friday 17 July 2026
    Capacity reservations and inventory buildup reshape component makers' 3Q26 outlook amid persistent shortages
    Global investment in AI infrastructure continues to accelerate, yet component shortages across the supply chain have not eased as previously expected. Instead, tightening availability...
    Friday 17 July 2026
    China's AI chips hit three walls — and bet on 3D memory to break through
    China's AI chip industry is moving beyond a contest over process nodes and into a broader race involving memory, advanced packaging, chip interconnects and system architecture.
    Friday 17 July 2026
    Memory suppliers push prices higher as Apple and automakers face tighter supply
    Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has...
    Thursday 16 July 2026
    AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story
    Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...
    Thursday 16 July 2026
    C.C. Wei on EMIB, memory envy, and why TSMC won't squeeze its customers
    TSMC Chairman and CEO C.C. Wei used the company's second-quarter 2026 earnings call to push back on two narratives gaining traction among analysts: that rival packaging technologies...
    Thursday 16 July 2026
    TSMC says 2nm has four times as many tape-outs as 3nm at the same stage
    Customer tape-outs for TSMC's N2 process have reached four times the number recorded by its 3nm technology at the same stage, showing faster design activity as the foundry ramps production...
    Thursday 16 July 2026
    AI chips are running hotter — and Niching is betting its future on keeping them cool
    As AI chips and HPC chips continue to draw more power, major advanced packaging orders at ASE, Powertech Technology, and Amkor remain strong, lifting demand for heat spreaders. Semi-conductor...
    Thursday 16 July 2026
    Taiwan OSATs expand non-China capacity with US and SEA push
    As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China...
    Thursday 16 July 2026
    TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

    To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers...

    Thursday 16 July 2026
    TSMC eyes record quarter: 2nm ramp drives 3Q26 guidance above US$44B

    TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on...

    Thursday 16 July 2026
    TSMC lifts 2026 revenue growth above 40% on strong AI demand from cloud giants

    TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust,...

    Thursday 16 July 2026
    Beyond AI: Resilient consumer demand widens semiconductor supply crunch
    Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...
    Thursday 16 July 2026
    As Trump pushes chips onshore, Netlist's ITC memory bid could keep Samsung, Nvidia offshore

    A US trade agency has opened an investigation that could block imports of the DDR5 server memory and high-bandwidth memory (HBM) feeding...

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