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Thursday 2 July 2026
Apple PCB suppliers press ahead with iPhone 18 buildup despite memory price shock

Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in...

Thursday 2 July 2026
Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition...

Thursday 2 July 2026
Apple's reported pursuit of Chinese memory chips revives supply chain and geopolitical tensions
Apple is once again exploring Chinese memory suppliers as a prolonged shortage driven by artificial intelligence (AI) demand reshapes the semiconductor supply chain, according to a...
Thursday 2 July 2026
Fujifilm India signs MoU to assess semiconductor materials manufacturing in Gujarat

Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of...

Thursday 2 July 2026
Europe's heatwave turns air conditioners into power chip growth story

Europe's intensifying heatwave is reshaping the region's air conditioner market, driving a surge in China's air conditioner exports and...

Thursday 2 July 2026
Samsung exec calls for nuclear expansion to support Gwangju fab plan

Samsung Electronics' plan to build two new semiconductor fabs in Gwangju is turning South Korea's southwest chip push into a test of...

Thursday 2 July 2026
Samsung showcases 3D stacked transistor breakthrough for next-gen chips

Samsung Electronics has unveiled new research on a three-dimensional transistor architecture that it says could help extend logic chip...

Thursday 2 July 2026
GaAs and InP price hikes hit Taiwan supply chain
Compound semiconductor epitaxy makers are raising prices again for gallium arsenide (GaAs) and indium phosphide (InP) epi wafers, as persistent raw material cost increases, supply...
Thursday 2 July 2026
Taiwan eyes 2028 carbon trading market launch, but experts warn of risks and timing

Taiwan plans to launch an emissions trading system (ETS) in 2028 as the next phase of its carbon pricing framework — a cap-and-trade...

Thursday 2 July 2026
IBM's 0.7nm chip claim revives debate over semiconductor node naming

As semiconductor manufacturing enters the 2nm era, conventional transistor scaling is approaching its physical limits. On June 25,...

Wednesday 1 July 2026
Analysis: Apple isn't a victim of memory price surge; it's the biggest winner
Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that...
Wednesday 1 July 2026
Yageo chairman takes control of Anpec board
After Yageo confirmed its stake in Taiwanese power management IC maker Anpec, attention has turned to whether the group will deepen its involvement in Anpec's operations as part of...
Wednesday 1 July 2026
Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers
Leading passive components supplier Yageo is reportedly set to raise capacitor prices across the board from July 1, according to supply chain sources. The price hikes will cover tantalum...
Wednesday 1 July 2026
Samsung, SK Hynix southwest fab plans put Gwangju's silicon photonics ambitions in focus
Samsung Electronics' and SK Hynix's planned memory investments in South Korea's southwest have mostly been viewed as a push to balance regional development and tap into local renewable...
Wednesday 1 July 2026
Tenstorrent's Jim Keller says startup will outpace Cerebras as AI chip competition intensifies

AI chip competition is widening beyond raw performance, a shift that matters for global cloud providers, device makers, and investors...