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    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 6 August 2026
    Anthropic builds in-house chip design team, signaling AI firms' turn to custom silicon

    Anthropic is building an in-house team to design custom chips for its Claude AI models, according to Reuters, moving ahead...

    Thursday 6 August 2026
    Nanya Technology raises 2026 capex 34% to accelerate Fab 5A build-out
    Nanya Technology's board of directors approved several resolutions on August 5, including a plan to accelerate capacity build-out at its new Fab 5A by raising its 2026 capital expenditure...
    Thursday 6 August 2026
    Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity
    Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...
    Thursday 6 August 2026
    Apple's CXMT play reportedly backfires on DUV limits, giving Samsung and SK Hynix more DRAM leverage

    Apple's attempt to use China's ChangXin Memory Technologies (CXMT) as leverage against Samsung Electronics and SK Hynix has backfired...

    Thursday 6 August 2026
    SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

    SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and...

    Thursday 6 August 2026
    Machvision July revenue hits record as AI and PCB demand strengthens
    Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a record monthly high that was up 1.28% from June and 31.84% from a year earlier. The...
    Thursday 6 August 2026
    Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
    Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
    Thursday 6 August 2026
    WD points to HAMR ramp and long-term contracts as pricing power builds
    At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
    Thursday 6 August 2026
    Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
    Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
    Thursday 6 August 2026
    WD posts record fiscal fourth quarter as AI-driven demand for high-capacity drives accelerates
    On August 5, Western Digital (WD) closed its fiscal 2026 with a fourth quarter that underscored how thoroughly artificial intelligence buildouts have reshaped the hard-disk-drive (HDD)...
    Thursday 6 August 2026
    FOPLP leads production as CoPoS advances glass packaging
    AI chip computing power is rising rapidly, pushing advanced packaging toward larger form factors, higher bandwidth, and greater integration. Traditional Ajinomoto build-up film (ABF)...
    Thursday 6 August 2026
    DRAM price surge lifts Samsung and Micron as SK Hynix loses share
    Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed...
    Thursday 6 August 2026
    Interview: Ayar Labs CEO sees CPO scale-up volumes rising in 2028-2029
    The 2026 Open Compute Project (OCP) APAC Summit will be held in Taipei on August 11-12, bringing together global cloud service providers (CSPs), semiconductor firms, silicon photonics...
    Thursday 6 August 2026
    GlobalWafers says AI demand is lifting utilization and new LTA talks are underway
    GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of...
    Wednesday 5 August 2026
    Infineon sees AI demand outpacing supply as customers lock in long-term capacity

    Infineon said demand for its AI data center power semiconductors continues to exceed available supply, prompting leading customers to sign...

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