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    Google's Marvell warrant vests through fiscal 2033 across five chip categories — TPU sourcing widens past one supplier
    0min ago
    WRC 2026: Unitree GD01 mecha, Ubtech bionic U1 headline China's humanoid robot showcase
    6min ago
    Marvell-Google deal expands custom AI chip ambitions
    12min ago
    Commentary: How iPad Air became a catalyst for IT OLED expansion
    Aug 19, 19:22
    Taiwan IC design firms see a broad rebound in automotive chips
    Aug 19, 19:22
    Chinese automakers pivot to humanoid robots as policy support shifts
    Aug 19, 19:22
    LG buys Mexico parts plant to cut TV manufacturing costs
    Aug 19, 19:22
    China equipment localization weighed on South Korean suppliers' revenue in 2025
    Aug 19, 19:22
    NEWS TAGGED CHIPS + COMPONENTS
    Friday 10 April 2026
    Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing
    In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology...
    Friday 10 April 2026
    Exclusive: SpaceX delays FOPLP, PCB yield as execs plan April Taiwan visit
    Elon Musk's SpaceX is facing production challenges at its newly built fan-out panel-level packaging (FOPLP) and printed circuit board (PCB) factories in Texas, delaying full-scale...
    Friday 10 April 2026
    Column: Corintis uses algorithms to target chip hotspots for precise cooling
    As HPC and AI processors push computing performance to unprecedented levels, transistor density has reached a point where thermal behavior is no longer uniform. Instead of gradual,...
    Friday 10 April 2026
    Intel–Google alliance reframes AI infrastructure around CPUs
    A newly expanded collaboration between Intel and Google signals a key shift in AI infrastructure: CPUs are back at the center of the conversation. Both companies emphasized that the...
    Friday 10 April 2026
    Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate
    Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information...
    Friday 10 April 2026
    MediaTek builds an end-to-end challenge to Qualcomm and Broadcom
    In recent years, MediaTek has steadily increased its influence in the global Wi-Fi chip market. Its market share gains have been driven not only by continued growth on the consumer...
    Friday 10 April 2026
    CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR
    Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...
    Friday 10 April 2026
    Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack
    Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...
    Friday 10 April 2026
    Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

    As global corporations accelerate spending on artificial intelligence (AI) infrastructure, supply constraints are no longer limited to...

    Friday 10 April 2026
    Exclusive: Samsung weighs Vietnam semiconductor testing facility

    According to sources familiar with the matter, Samsung is in discussions with the Vietnamese government...

    Friday 10 April 2026
    Samsung and SK Hynix reportedly secure long-term helium contracts with US firms

    Industry sources report that the recent supply concerns over semiconductor-grade helium triggered by the US-Iran conflict have eased,...

    Friday 10 April 2026
    AUO eyes CPO and LEO satellites as Innolux pushes FOPLP growth
    AUO and Innolux are accelerating their expansion beyond traditional display panels, with Innolux's non-display revenue surpassing 51% in 2025, mainly driven by automotive applications...
    Friday 10 April 2026
    CXMT targets 12-layer HBM production by 2027, closing gap with Korea
    China's largest memory maker CXMT is targeting mass production of 12-layer high-bandwidth memory (HBM) by 2027, positioning itself to challenge mainstream specifications long dominated...
    Friday 10 April 2026
    Praise Victor Industrial aims to break Fujibo's soft pad dominance with 2Q26 sample certification
    As AI and high-performance computing (HPC) demand surges and the semiconductor supply chain undergoes accelerating restructuring, structural changes are emerging in the critical materials...
    Friday 10 April 2026
    Transcom Technology sees flat 2026 revenue after Taiwan budget delays, but India order may broaden international reach
    Transcom Technology expects flat full-year revenue for 2026 amid stalled progress in Taiwan's defense budget, which is potentially delaying deliveries of Gong-3 and Gong-4 missile...
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    BIZ FOCUS
    Aug 19, 15:43
    SK hynix Accelerates 40 Trillion won Share Repurchase and Cancellation
    Thursday 13 August 2026
    AI Memory & Storage: GMIF 2026 Hits Shenzhen Sept 22-23
    Wednesday 12 August 2026
    From Campus to Global R&D: Joining Phison in Malaysia
    Tuesday 11 August 2026
    ViTrox showcases AI packaging inspection solutions at SEMICON Taiwan 2026.
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