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    NEWS TAGGED CHIPS + COMPONENTS
    Wednesday 10 December 2025
    Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern
    Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...
    Wednesday 10 December 2025
    Novatek turns to ASIC as weak device demand drags November revenue
    Novatek posted NT$7.618 billion (US$244 million) in November 2025 revenue, a drop of 3.3% month on month and 7.23% year over year. Revenue for the first eleven months of 2025 came...
    Wednesday 10 December 2025
    Chenbro Micom nears record revenue fueled by strong server orders

    Chenbro Micom posted its second-highest monthly revenue in November as strong AI server demand and a recovering enterprise market boosted...

    Wednesday 10 December 2025
    Yageo posts record November revenue on strong AI demand, Shibaura acquisition gains

    Yageo reported year-over-year and month-over-month revenue growth for November 2025, driven by the acquisition benefits from Japan-based...

    Wednesday 10 December 2025
    Taiwan chipmakers shift to non-consumer AI markets as cloud AI outpaces edge
    Due to the lack of a significant surge in edge AI demand in 2025 and China's push for chip localization, Taiwan-based IC design houses are increasingly losing ground in global competition...
    Wednesday 10 December 2025
    Taiwan signals openness to US chip targets on condition of support
    As 2025 nears its end, negotiations over the US Section 232 tariffs closely tied to Taiwan's semiconductor and ICT exports remain unresolved. The US government's expectation of a "50-50...
    Tuesday 9 December 2025
    China's Moore Threads sets developer conference to launch new GPU and escalate Nvidia challenge
    After US President Donald Trump approved Nvidia's H200 exports to China on 9 December, domestic GPU start-up Moore Threads responded with rapid action.
    Tuesday 9 December 2025
    Samsung's Exynos 2600 debut in Galaxy S26 may be Korea-only
    Samsung Electronics will debut its new 2nm Exynos 2600 processor in the Galaxy S26 series, but deployment may be largely limited to South Korea. Contractual ties with Qualcomm, production...
    Tuesday 9 December 2025
    Google and Microsoft prioritize speed over cost as CSPs scramble for memory
    A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
    Tuesday 9 December 2025
    YMTC sues US govt to overturn Chinese military-company designation
    YMTC filed a lawsuit on December 5, 2025, in the US District Court in Washington, challenging the US Department of Defense's decision to label it as linked to the Chinese military,...
    Tuesday 9 December 2025
    UMC licenses Imec SiPh tech, plans risk production in 2026-27
    UMC announced on December 8, 2025, that it has signed a technology licensing agreement with Belgium-based Imec to acquire the Imec iSiPP300 silicon photonics (SiPh) process. This process...
    Tuesday 9 December 2025
    Samsung moves up Pyeongtaek Phase 4 timeline in aggressive HBM4 push
    Samsung Electronics, fresh off completing sixth-generation HBM4 development, is reportedly accelerating DRAM capacity expansion in a renewed effort to reclaim leadership in AI memo...
    Tuesday 9 December 2025
    Topco Scientific to showcase key semiconductor materials and equipment at SEMICON Japan
    The SEMICON Japan 2025 exhibition is set to take place in Tokyo from December 17 to 19, 2025, with Topco Scientific (TSC) and its Japanese subsidiary Shunkawa participating alongside...
    Tuesday 9 December 2025
    Japan's Cica-Huntek joins TSMC supply chain
    Cica-Huntek Chemical Technology, a joint venture between Japan's Kanto Chemical and Huntek Systems, has entered the TSMC supply chain. The company has benefited from Kanto Chemical's...
    Tuesday 9 December 2025
    Apple Silicon chief stays amid wave of leadership departures
    In the wake of multiple high-profile resignations at Apple, Johny Srouji, the company's senior vice president of hardware technologies responsible for its in-house chip development,...
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    2026 Market Outlook: Key Opportunities & Risks to Watch
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    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook