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    NEWS TAGGED CHIPS + COMPONENTS
    Friday 1 May 2026
    Samsung Electro-Mechanics weighs MLCC price hike of 5–10% as supply tightens
    Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens...
    Friday 1 May 2026
    Macronix eyes steady growth from 1Q26 amid eMMC supply gap
    Memory maker Macronix (MXIC) is emerging from an operational slump in the first quarter of 2026, driven by explosive revenue growth in embedded multi-media cards (eMMCs) as major global...
    Friday 1 May 2026
    Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models
    Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on...
    Friday 1 May 2026
    KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar
    KLA Corporation's fiscal 3Q26 results underscore a familiar pattern in the current semiconductor cycle: strong execution tied to AI infrastructure demand, but investor expectations...
    Friday 1 May 2026
    SanDisk 3Q26: AI demand lifts NAND, long-term deals reshape profit model
    SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements...
    Thursday 30 April 2026
    Google's split TPU chips signal shift from universal to specialized AI accelerators
    Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i....
    Thursday 30 April 2026
    Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth
    Memory packaging and testing provider Powertech Technology posted net profit of NT$1.84 billion (US$57 million) for the first quarter of 2026, its second-highest for the same period,...
    Thursday 30 April 2026
    ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
    Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held an earnings call on April 29, reporting a robust first quarter of 2026 that broke...
    Thursday 30 April 2026
    Korea's 'father of HBM' sees 1,000x AI memory surge as Google's TurboQuant faces real-world tests
    Alphabet's Google has unveiled its KV cache quantization compression technology, TurboQuant, promising dramatic reductions in memory usage for AI inference. While the innovation has...
    Thursday 30 April 2026
    MetaX GPU revenue jumps 75%, losses narrow on AI demand
    China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...
    Thursday 30 April 2026
    Memory crunch squeezes smartphone SoC market as Samsung gains share

    Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...

    Thursday 30 April 2026
    Samsung memory buyers lock in longer deals as 2027 demand comes early

    Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...

    Thursday 30 April 2026
    Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
    Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...
    Thursday 30 April 2026
    Intel kills three projects in two months as Kechichian launches multi-year reset
    Intel's reorganization under Kevork Kechichian, backed by CEO Lip‑Bu Tan, aims to reposition amid Nvidia's AI dominance and Arm's rise, signaling a shift to CPU-centric orchestration...
    Thursday 30 April 2026
    Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales
    Chunghwa Precision Test Tech reported that strong demand from high-performance computing chip customers drove first-quarter 2026 revenue to NT$1.357 billion (US$43 million) and operating...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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