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    Analysis: The AI buildout stopped being a demand story
    21min ago
    NEWS TAGGED CHIPS + COMPONENTS
    Wednesday 15 April 2026
    Nanya Technology predicts DRAM price surge in 2Q26 as private equity boosts growth
    Despite recent softening in the DRAM spot market, Nanya Technology president Pei-Ing Lee said DRAM prices will rise by the "tens of percentage points" in the second quarter of 2026...
    Wednesday 15 April 2026
    Taiwan races to shore up energy security as US shutters Strait of Hormuz
    Following the US decision to block Iranian ports after failed negotiations led by Vice President JD Vance in Pakistan, tensions in the Middle East have escalated. Taiwan's Ministry...
    Wednesday 15 April 2026
    Nvidia's RISC-V push shapes cloud AI's three-way architecture race
    Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...
    Wednesday 15 April 2026
    Europe's sovereign AI ambitions open doors for Korean NPU startup
    South Korean artificial intelligence (AI) chip startups FuriosaAI and Rebellion are accelerating their expansion into Europe, aiming to capitalize on growing demand for sovereign AI...
    Wednesday 15 April 2026
    Global semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

    Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, rising 15% from US$117.1 billion in 2024,...

    Tuesday 14 April 2026
    China's 2nm AI GPU hits prototype, production unclear
    Shanghai Dishan Technology has advanced its 2nm-class AI GPU into the prototyping stage, marking a rare push by a China-based designer into cutting-edge AI silicon — though manufacturing...
    Tuesday 14 April 2026
    Samsung begins P4 equipment orders as 1c DRAM investment enters execution

    Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned...

    Tuesday 14 April 2026
    Samsung Electro-Mechanics reportedly to expand AI packaging with MLCC embedded substrate line in Vietnam
    As AI chips demand higher performance and denser integration, advanced packaging and substrate technologies have become critical in the semiconductor race. Samsung Electro-Mechanics...
    Tuesday 14 April 2026
    AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
    Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
    Tuesday 14 April 2026
    Samsung 2nm yields reportedly remain below mass production threshold

    Samsung Electronics is nearing a technical milestone for its 2nm process, but yields are reportedly still below the level required for...

    Tuesday 14 April 2026
    JCET CEO sees robotics extending automotive semiconductor growth

    China's leading OSAT provider JCET has sustained steady growth in automotive electronics, driven by the rapid expansion of new energy...

    Tuesday 14 April 2026
    Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts
    Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth,...
    Tuesday 14 April 2026
    Silicon Motion breaks ground on Taipei HQ, targets 2030 opening to anchor dual-site operations
    Silicon Motion Technology held a groundbreaking ceremony on April 13 for its new corporate headquarters in Taipei, marking a key step toward expanding its operational footprint. The...
    Tuesday 14 April 2026
    JCET advances CPO, glass substrates to capture AI packaging demand
    JCET, China's leading outsourced semiconductor assembly and test (OSAT) provider, is accelerating its push into advanced packaging, sharpening its position in AI servers, data centres,...
    Tuesday 14 April 2026
    Passive component demand splits in 2026; AI and autos hold firm

    The passive components sector is emerging from its inventory slump, with Yageo and Walsin Technology flagging a pickup in both commodity...

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