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    NEWS TAGGED CHIPS + COMPONENTS
    Monday 4 May 2026
    Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

    Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

    Monday 4 May 2026
    Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%
    Samsung Electronics' foundry business is drawing renewed attention as its 4nm process reportedly reaches higher utilization, supported by HBM4 base-die demand and orders from global...
    Monday 4 May 2026
    Commentary: Intel names TSMC as key partner; insider drives its comeback

    One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings...

    Monday 4 May 2026
    Taiwan moves to close the gap on semiconductor equipment self-sufficiency
    Taiwan's government is advancing its Five Trusted Industry Sectors program, which identifies semiconductors, AI, defense, security, and next-generation communications as the country's...
    Monday 4 May 2026
    Realtek sees PC revenue growth despite 2026 shipment decline
    Realtek's projection of a sharp fall in full-year 2026 PC shipments amid tight memory supply signals wider device-market shifts: global brands are prioritizing mid- and high-end models...
    Monday 4 May 2026
    TSMC’s 3nm crunch will keep Apple Mac supply constrained until 2nm ramps up
    Supply-chain participants said Apple's fiscal second-quarter 2026 performance should be read less as a demand story and more as a reflection of persistent constraints in advanced semiconductor...
    Monday 4 May 2026
    MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
    MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
    Monday 4 May 2026
    China curbs memory speculation; DDR4 spot slides, contract prices surge

    Spot memory prices surged in early 2026, triggering stockpiling and speculative buying across distribution channels, before reversing from...

    Monday 4 May 2026
    United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand
    United Integrated Services reported a record net profit of NT$9.069 billion (US$287 million) for 2025 and posted NT$20.288 billion in revenue in the first quarter of 2026, increases...
    Monday 4 May 2026
    L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics
    Larsen & Toubro's semiconductor unit, L&T Semiconductor Technologies, has joined imec's Automotive chiplet Program. The participation is expected to drive collaboration on...
    Monday 4 May 2026
    Realtek posts surge in revenue as Wi-Fi 7 adoption accelerates
    Realtek reported first-quarter results on April 30, saying revenue rose to NT$36.42 billion (US$1.15 billion), driven by early customer pull-in orders that boosted demand into the...
    Monday 4 May 2026
    SEMICON SEA 2026 highlights Malaysia's push to scale semiconductor assembly, testing and packaging
    SEMICON SEA 2026 convened from May 5 to 7 at the Malaysia International Trade and Exhibition Center in Kuala Lumpur to showcase Malaysia's expanding role in the global semiconductor...
    Monday 4 May 2026
    Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders
    Croma ATE reported record first-quarter 2026 revenue and profits after customers booked full-year capacity, driven by soaring demand for AI server power supplies, the company announced...
    Monday 4 May 2026
    SPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand
    Siliconware Precision Industries Co., Ltd. (SPIL), a subsidiary of ASE Technology Holding, acquired two Nanke-area plants in 2026 from HannStar Display and its affiliate HannsTouch...
    Monday 4 May 2026
    BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels
    BenQ Materials is accelerating its expansion into semiconductor materials as its subsidiary Cenefom officially begins operations at its new Guangyuan plant. The facility's chemical...
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