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NEWS TAGGED CHIPS
Tuesday 12 May 2026
PC chip demand stays murky in 2H26 as pre-buying clocks key
Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
Tuesday 12 May 2026
Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development
Applied Materials and TSMC have announced a partnership to accelerate semiconductor technologies for AI, aiming to speed commercialization and improve the energy efficiency of chips...
Tuesday 12 May 2026
Commentary: Trump-Xi summit may offer China a pause, not a truce

Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

Tuesday 12 May 2026
Arm's AGI CPU demand surges as supply constraints loom
Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...
Tuesday 12 May 2026
Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider...
Tuesday 12 May 2026
Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales
Powerlogic reported weaker first-quarter results after upstream shortages of chips, DRAM, and GPUs prioritized for AI applications squeezed supply to the broader gaming market, delaying...
Monday 11 May 2026
Analysis: Intel's Apple deal boosts CEO Tan's turnaround, but hard part still lies ahead

Intel's reported preliminary agreement to manufacture some chips for Apple devices would mark a major validation point for CEO Lip-Bu...

Monday 11 May 2026
AMD's 2nm defection to Samsung dents TSMC's AI grip
The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...
Monday 11 May 2026
Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's...

Monday 11 May 2026
Anthropic's AI expansion reportedly fuels US$1.8 billion Akamai cloud deal

AI startup Anthropic has reportedly signed a US$1.8 billion computing agreement with Akamai Technologies as demand for generative AI services...

Monday 11 May 2026
Nvidia backs IREN in 5GW AI infrastructure push tied to US$2.1 billion stake
Nvidia is expanding its influence beyond AI chips and deeper into the infrastructure layer underpinning the global artificial intelligence boom, announcing a strategic partnership...
Monday 11 May 2026
Emtar: Building the 6G Satellite 'Brain' with Canadian Support

As Low Earth Orbit (LEO) satellite competition intensifies, satellite communication has evolved from a terrestrial supplement into a core infrastructure for AI and cloud...

Saturday 9 May 2026
Global semiconductor market faces shortages as AI demand strains supply chains

Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

Friday 8 May 2026
US president considers inviting Nvidia and other CEOs to China trade talks
CEOs from Nvidia and other American tech companies are among those that the US government plans to invite to join President Donald Trump's visit to China next week. Along with the...
Friday 8 May 2026
TSMC's 2026 revenue surges 30% in first four months on AI boom
TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...