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    Keysight pushes design-to-deployment standard for AI cluster validation
    7h 46min ago
    Meta Muse fuels agentic AI demand, tightening CPU supply
    7h 46min ago
    Nvidia's push for personal AI computers points to a broader shift toward on-premise compute
    7h 47min ago
    China wields LCD pricing power as OLED patent war with Samsung heats up
    7h 47min ago
    Beijing escalates domestic chip drive with Broadcom audits
    7h 48min ago
    South Korea's 300mm research gap: Daejeon pitches an open fab as a US$1.46 billion fix
    7h 48min ago
    Chinese automakers tighten control over supply chains as margins shrink
    7h 49min ago
    NEWS TAGGED CHIPS + COMPONENTS
    Thursday 21 May 2026
    OSE targets AI server SMT growth as memory demand lifts outlook
    Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...
    Thursday 21 May 2026
    SMIC, Hua Hong form materials supply platform to cut China chip chain reliance on US

    China's semiconductor self-sufficiency drive has taken another step forward, with SMIC and Hua Hong Group jointly establishing Shanghai...

    Thursday 21 May 2026
    FII challenges Broadcom and Nvidia as CPO race shifts to system integration
    As AI computing demand continues to grow exponentially, pressure to upgrade data center network architectures is intensifying. Co-packaged optics (CPO) is moving from concept to real-world...
    Thursday 21 May 2026
    China memory supplier Biwin's AI photonics funding raises questions
    China's AI infrastructure race is entering a new phase, with industry focus shifting from raw computing power toward data transmission efficiency.
    Thursday 21 May 2026
    AI server demand tightens passive component supply, lifting Taiwanese suppliers' share
    Demand for artificial intelligence servers and related power systems is pushing lead times higher for high-end multilayer ceramic capacitors, elongated electrolytic capacitors, and...
    Thursday 21 May 2026
    TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure
    Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will...
    Thursday 21 May 2026
    Nvidia revenue surges 85% as data center sales jump 92%
    May 20, Nvidia reported first-quarter fiscal 2027 revenue of US$81.6 billion, up 85% year-over-year and 20% sequentially. GAAP diluted EPS reached US$2.39, up 214% year-over-year,...
    Thursday 21 May 2026
    Samsung averts strike with last-minute labor deal, but deeper divisions remain
    With less than an hour remaining before a planned strike was set to begin, Samsung Electronics and its labor union reached a tentative agreement late on May 20, narrowly avoiding what...
    Wednesday 20 May 2026
    ASML to deliver first High-NA chips within months despite cost concerns
    ASML expects its first advanced semiconductors made using next-generation High-Numerical Aperture (High-NA) extreme ultraviolet (EUV) lithography equipment to ship within months.
    Wednesday 20 May 2026
    Alibaba's T-Head doubles down on AI infrastructure with Zhenwu M890
    Alibaba Cloud has unveiled the Zhenwu M890, a new proprietary AI training and inference chip developed by its semiconductor subsidiary T-Head Semiconductor, as the Chinese cloud group...
    Wednesday 20 May 2026
    Amazon's AI chip push gains ground as Nvidia remains central to AWS

    Amazon's yearslong push to build a credible alternative to Nvidia's AI chips is beginning to gain traction, as software improvements,...

    Wednesday 20 May 2026
    China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks
    China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader...
    Wednesday 20 May 2026
    GlobalFoundries invests in Playground Global Fund IV to advance semiconductor technology innovation
    GlobalFoundries announced on May 19 that it is making a limited partner investment in Playground Global's Fund IV through GlobalFoundries Accelerate, the company's venture capital...
    Wednesday 20 May 2026
    Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices
    Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...
    Wednesday 20 May 2026
    Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028
    The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of...
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    Tuesday 22 September 2026
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