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    NEWS TAGGED CHIPS + COMPONENTS
    Saturday 6 June 2026
    AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

    DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications,...

    Saturday 6 June 2026
    Nvidia built its empire on gamers; Jensen Huang just reminded the world why that still matters
    Jensen Huang arrived in Seoul on June 5 for what looked like a replay of his Taiwan trip — meetings with Samsung Electronics, SK Hynix, LG Group, and Hyundai Motor Group, all...
    Saturday 6 June 2026
    Jensen Huang shouts 'Everyone loves HBM' at Seoul barbecue as Nvidia announces Korea R&D center and previews four new products
    Nvidia CEO Jensen Huang dined with the heads of South Korea's largest technology conglomerates in Hongdae on June 5, turning a barbecue dinner into one of the most theatrical corporate...
    Saturday 6 June 2026
    From Taiwan's supply chain to South Korea's Faker: how Jensen Huang reads different markets
    Jensen Huang wrapped up his Taiwan run at GTC Taipei and Computex 2026 and flew to South Korea on June 5. His first stop was not Samsung or SK Hynix. It was Hongdae, where he met T1...
    Friday 5 June 2026
    OECD data show China-based semiconductor makers receive outsized industrial support
    Industrial subsidies reached their highest level since the global financial crisis in 2023 and 2024, according to a June 2026 OECD release based on its new MAGIC database of industrial...
    Friday 5 June 2026
    Samsung's biggest union loses majority status after bonus talks
    Samsung Electronics is facing a new shift in labor relations after the Samsung Electronics branch of the Samsung Group Super-Enterprise Union reportedly lost its status as a majority...
    Friday 5 June 2026
    Hiwin and Qualcomm bring edge AI to PLP equipment with Load Port tie-up at Computex
    Hiwin Technologies and Qualcomm Inc. announced a partnership at Computex 2026 to integrate Qualcomm Dragonwing Q6 series processors into Hiwin's Load Port products, delivering edge...
    Friday 5 June 2026
    NXP chief says factories will lead robot adoption globally
    Industrial factories are likely to become the first major market for robots at scale, according to Rafael Sotomayor, NXP President and CEO, who said manufacturers want stable systems,...
    Friday 5 June 2026
    Sambanova challenges GPU dominance in AI inference at Computex
    SambaNova used a Computex 2026 session on June 4 to make its most public case yet that the GPU-only approach to AI inference is hitting a fundamental wall — and to demonstrate,...
    Friday 5 June 2026
    FADU wins new contracts as AI workloads reshape data storage
    As artificial intelligence (AI) workloads place unprecedented demands on data storage systems, South Korean SSD controller designer FADU is betting that next-generation storage architecture...
    Friday 5 June 2026
    Huawei's Tau Law stirs debate over China's post-Moore's Law chip path

    Huawei has formally introduced its "Tau Law," proposing a shift from traditional process-node scaling to "time scaling," a model aimed...

    Friday 5 June 2026
    Infineon India moves up the value chain as AI data centers boost power-chip demand
    Infineon Technologies' India operations are moving beyond traditional engineering support into global ownership roles, as rising demand from AI data centers reshapes the power semiconductor...
    Friday 5 June 2026
    Nexchip carves out BGBM assets to back Wuhu wafer project, refocuses on 12-inch foundry business
    Nexchip Semiconductor plans to carve out its BGBM business by contributing specialised equipment assets to Anhui Ruijing Semiconductor, a newly established power device wafer-processing...
    Friday 5 June 2026
    AI servers and MLCC recovery drive growth at Ample Electronic
    As artificial intelligence fuels demand across the electronics supply chain, Taiwanese conductive paste supplier Ample Electronic is seeing a rebound in one of the industry's most...
    Friday 5 June 2026
    GoldKey Technology sees memory crunch lasting into 2028 as AI demand lifts prices

    GoldKey Technology expects memory shortages to persist into 2028, with AI demand and structural supply constraints set to keep prices...

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