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Tuesday 7 July 2026
Samsung, SK Hynix reportedly seek China-free chip tool buffer against US controls
Samsung Electronics and SK Hynix are reportedly accelerating efforts to reduce China's role in their semiconductor supply chains in preparation for the possibility of tighter US export...
Tuesday 7 July 2026
Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according...

Tuesday 7 July 2026
Transcend posts record revenue in 2Q26 on strong demand

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026...

Tuesday 7 July 2026
TSMC's AI bottleneck spills demand across the semiconductor supply chain

Nvidia and other artificial intelligence chipmakers are still facing shortages as TSMC's advanced-node and CoWoS packaging capacity...

Tuesday 7 July 2026
Broadcom and Apple extend custom chip deal through 2031
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device...
Tuesday 7 July 2026
Samsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter
Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...
Tuesday 7 July 2026
Lenovo confirms YMTC SSDs in notebooks sold outside China
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory...
Tuesday 7 July 2026
Texas emerges as frontrunner for Taiwan firms racing to pick an overseas science park

Amid ever-shifting geopolitical concerns and a US$50 billion injection from the CHIPS and Science Act to revitalize domestic semiconductor...

Tuesday 7 July 2026
Ingenic says DRAM foundry capacity strain won't ease until 2H27
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...
Tuesday 7 July 2026
6G base stations to become AI computing nodes, boosting advanced packaging demand
While there are still years to go for the commercialization of 6G adoption, the next-generation mobile network architecture is increasingly poised to take shape.
Tuesday 7 July 2026
Memory prices rebound as supply tightens, with global buyers facing higher costs

Global markets are likely to feel the effects of a renewed rise in memory prices, as tighter supply and early inventory buying lift...

Monday 6 July 2026
UMC posts record first-half revenue and plans selective price hikes in second half
United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12...
Monday 6 July 2026
Samsung Foundry eyes comeback after Tesla chip win
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips after securing a Tesla order, as the company looks to rebuild a contract chipmaking...
Monday 6 July 2026
Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest...

Monday 6 July 2026
Anthropic's reported chip plans with Samsung could ease inference costs, not chase top-end performance
Anthropic's reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper...