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    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 30 July 2026
    Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

    Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

    Thursday 30 July 2026
    Qualcomm completes Modular acquisition to expand AI software platform
    Qualcomm has completed its acquisition of Modular, strengthening its push into AI software that can run across devices, data centers, and edge systems worldwide. The deal could broaden...
    Thursday 30 July 2026
    Marvell plans US$250 million India investment to expand semiconductor R&D
    Marvell Technology said its planned US$250 million investment in India over three years will deepen semiconductor research, hiring, and infrastructure, with implications for global...
    Thursday 30 July 2026
    Lam Research raises outlook as AI-driven semiconductor demand fuels record revenue and margin expansion
    On July 29, Lam Research reported record fiscal fourth-quarter results and issued stronger-than-expected guidance, signaling that rising demand for artificial intelligence is accelerating...
    Thursday 30 July 2026
    Arm's AI-driven data center growth offsets smartphone weakness, but softer handset outlook weighs on shares
    Arm Holdings reported stronger-than-expected first-quarter results as demand for AI and data center chips lifted licensing and royalty revenue. However, the company's warning of slower...
    Thursday 30 July 2026
    Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

    Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating...

    Thursday 30 July 2026
    Qualcomm bets on AI and automotive growth to offset Apple decline as weak outlook pressures shares
    Qualcomm forecast weaker fourth-quarter earnings and warned that revenue from Apple products will decline faster than previously expected, underscoring near-term pressure on its smartphone...
    Thursday 30 July 2026
    UMC, Intel advance 12nm process collab with no next-gen plans at this time
    United Microelectronics (UMC) stated that its collaboration with Intel to develop a 12nm process is progressing smoothly. The process design kit (PDK) is expected to be completed by...
    Thursday 30 July 2026
    UMC posts NT$42.26B profit on non-operating investment gains in 2Q26
    United Microelectronics (UMC) reported consolidated second-quarter 2026 revenue of NT$68.73 billion (approx. US$2.12 billion) during its earnings call on July 29. The figure is up...
    Thursday 30 July 2026
    Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026
    Rising prices for memory and other key components are weighing on smartphone demand in Taiwan, but the overall market value is still expected to grow in 2026, according to Samsung...
    Thursday 30 July 2026
    AMD's Helios gains ground in challenge to Nvidia's CUDA
    AI infrastructure competition is intensifying, but the market is no longer focusing only on GPU performance and is instead re-evaluating the entire computing system. For AMD, the chance...
    Thursday 30 July 2026
    Japan and South Korea MLCC makers signal further price hikes amid AI demand

    Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

    Thursday 30 July 2026
    Greatek sees sustained AI demand, plans Philippines packaging plant acquisition
    Greatek's latest investment and capacity plans signal how AI-driven semiconductor demand is rippling beyond Taiwan, with implications for global device makers, automakers, and industrial...
    Thursday 30 July 2026
    Amkor reallocates SiP production to Vietnam, freeing Korean cleanrooms for AI packaging
    Amkor Technology reported record second-quarter results for 2026, characterized by broad-based revenue growth and significant strategic shifts in its global manufacturing footprint...
    Thursday 30 July 2026
    Taiwan semiconductor power demand is set to reach 52 billion kWh in 2026

    Taiwan's semiconductor sector is set to become an even larger driver of electricity demand as AI-related expansion lifts output in...

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