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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 8 April 2026
Intel and Musk's Terafab revive IDM collaboration as chipmaker pushes turnaround
Intel's industrial ecosystem is converging on a vertically integrated chip model, as Intel joins the Terafab project led by SpaceX, xAI, and Tesla—marking both a revival of the...
Wednesday 8 April 2026
Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road
The global AI race is no longer just about who builds the fastest chip. Increasingly, it is about who writes the rules.
Wednesday 8 April 2026
China export controls spark global InP supply concerns for AI high-speed transmission
Indium phosphide (InP), a critical material for long-distance optical communication, has become essential for AI-driven high-speed data transmission. However, China's export restrictions...
Wednesday 8 April 2026
Arm reportedly plans to sell AGI CPUs in China despite core licensing ban
Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing...
Tuesday 7 April 2026
IndieSemiC eyes India's general-purpose chip gap with Kaynes OSAT deal
India-based fabless startup IndieSemiC is betting that its new OSAT partnership with Kaynes Semicon can help it move from RF modules into vertically integrated chip products. However,...
Tuesday 7 April 2026
Quobly moves quantum chips into volume production

French quantum chip startup Quobly has continued to report progress while expanding its partnership network. The company has set up a new...

Tuesday 7 April 2026
FOPLP and WMCM emerge as key to fan-out packaging competitive field
The advanced packaging market is entering a structural turning point. Among emerging technologies, fan-out packaging has hit a sweet spot between cost and performance, making it a...
Tuesday 7 April 2026
Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives

AI-driven demand is pushing advanced chip packaging to its limits, exposing constraints in TSMC's CoWoS capacity and forcing hyperscalers...

Tuesday 7 April 2026
US MATCH bill targets China chip equipment, services

US lawmakers are moving to tighten semiconductor restrictions, with a bipartisan proposal targeting both equipment exports and downstream...

Tuesday 7 April 2026
Korean chip suppliers face second year of price cuts despite AI boom

Samsung and SK Hynix delivered record performance in 2025, driven by strong investment in AI infrastructure. Yet the gains have not flowed...

Tuesday 7 April 2026
Arm's three-pronged approach increases pressure on x86 in cloud CPU market
Market sentiment toward the future of Arm CPUs in cloud AI is increasingly positive. According to Counterpoint Research, x86 architectures have maintained overwhelming dominance...
Tuesday 7 April 2026
Global AI chip suppliers compete as TSMC remains top foundry partner
As the artificial intelligence (AI) era advances, approximately 133 companies are actively developing or selling AI chips, according to a SEMIEcosystem report citing Jon Peddie Research...
Tuesday 7 April 2026
MSScorps targets CPO demand with in-house silicon photonics test platform

MSScorps has expanded its silicon photonics (SiPh) testing capabilities in recent years and will debut its in-house "MSS HG" platform...

Tuesday 7 April 2026
MediaTek, Qualcomm reportedly cut smartphone AP orders with TSMC
Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the...
Tuesday 7 April 2026
Innodisk revenue jumps 4x in March, first-quarter hits record
Memory module maker Innodisk extended its strong growth momentum in March 2026, reporting monthly revenue of NT$5.67 billion (approx. US$177.34 million), up 35.8% month-over-month...