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    NEWS TAGGED CHIPS + COMPONENTS
    Friday 24 July 2026
    AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment
    AMD CEO Lisa Su said demand from cloud service providers and enterprise customers continued to climb rapidly, reinforcing AMD's view that the artificial intelligence (AI) market still...
    Friday 24 July 2026
    AMD unveils Helios rack-scale AI platform to target hyperscale buildouts
    AMD has formally introduced Helios, a next-generation rack-scale AI infrastructure platform designed for the fast-growing market of global AI factories and hyperscale data centers...
    Friday 24 July 2026
    AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending
    Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest...
    Friday 24 July 2026
    AMD splits next-generation data center GPUs for specialized AI demand
    AMD unveiled its Instinct MI400 series at its Advancing AI 2026 conference, broadening its push into data center chips with products aimed at different users. For global readers, the...
    Friday 24 July 2026
    Amkor, Nvidia widen AI packaging partnership as US capacity expands
    Amkor Technology has deepened its partnership with Nvidia to develop advanced semiconductor packaging and test technologies for next-generation AI and accelerated computing platforms...
    Friday 24 July 2026
    China's AI chip share tops 50%, but Nvidia still rules frontier training

    China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

    Friday 24 July 2026
    Samsung to break ground on Onyang HBM expansion in October, targets 2029 production
    Samsung Electronics plans to break ground in October 2026 on a KRW 1.3 trillion (approx. US$884 million) expansion of its Onyang semiconductor packaging site in South Korea, targeting...
    Friday 24 July 2026
    Apple prepares sweeping Mac refresh, betting on AI-driven demand
    Apple is gearing up for a broad update to its entire Mac lineup, aiming to ride the wave of demand for high-performance computers driven by AI. New versions of nearly every Mac model...
    Friday 24 July 2026
    Trumpf builds EUV moat with 40 years of chip tech
    AI demand is continuing to drive global semiconductor investment, lifting the importance of extreme ultraviolet (EUV) lithography once again. Trumpf, the German laser maker and key...
    Friday 24 July 2026
    Arizona lures chip boom with three key advantages
    As TSMC expands its investment in Arizona to US$265 billion, the global semiconductor supply chain is accelerating its move into the state, transforming the long-known "Sunshine State"...
    Friday 24 July 2026
    Zhen Ding expands Thailand capacity, deepens industry-academia ties to develop PCB, chip talent
    Major printed circuit board (PCB) manufacturer Zhen Ding Technology Group has been actively developing its manufacturing base in Thailand. The investment was launched in 2023 and began...
    Friday 24 July 2026
    Mitsubishi Electric seeks September deal on power-chip merger with Toshiba, ROHM

    Mitsubishi Electric is seeking an agreement with Toshiba and ROHM by September on combining semiconductor operations centered on power...

    Friday 24 July 2026
    AMD goes all-in on ecosystem strategy to challenge Nvidia
    AMD used its Advancing AI 2026 conference in San Francisco this week to do more than launch new hardware — it put its entire AI ecosystem strategy on display in a direct challenge...
    Thursday 23 July 2026
    Moonshot AI model challenges EDA moat with 2-day chip design
    China AI startup Moonshot AI has drawn intense attention from the semiconductor industry after unveiling its new large language model Kimi K3, which delivered strong results across...
    Thursday 23 July 2026
    STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%
    STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...
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