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Monday 4 May 2026
Cerebras eyes US$40 billion IPO in high-stakes AI chip challenge to Nvidia

Cerebras Systems is preparing to raise up to US$4 billion in an initial public offering, targeting a valuation of about US$40 billion,...

Monday 4 May 2026
Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch
Anthropic has been in talks with Fractile, a London-based startup, to purchase its inference chips for running its AI models more efficiently, as inferential AI tasks have pushed up...
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
ESMC confirmed to be on schedule — and sets its sights on AI
The European Semiconductor Manufacturing Company (ESMC), a joint venture among TSMC, Bosch, Infineon Technologies, and NXP Semiconductors, is set to begin initial production in 2027...
Monday 4 May 2026
AI data center demand boosts IDM growth in industrial market
Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...
Friday 1 May 2026
AI chip boom sends Korea exports to record highs, supply crunch deepens

South Korea's export surge is entering a new phase, with artificial intelligence-driven semiconductor demand powering record shipments even...

Friday 1 May 2026
China's US$1M Nvidia AI servers expose global chip squeeze

Prices for high-end AI servers in China are diverging sharply from global benchmarks, with systems built around Nvidia's B300 chips now...

Thursday 30 April 2026
Google's split TPU chips signal shift from universal to specialized AI accelerators
Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i....
Thursday 30 April 2026
Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump
Recent financial reports from leading European and American IDM companies, Texas Instruments (TI) and NXP Semiconductors, reveal that although growth in automotive chips remains modest,...
Thursday 30 April 2026
Samsung highlights stable 4nm tech as AI, automotive demand grow
Samsung Electronics is emphasizing the maturity and yield stability of its 4nm FinFET process as it seeks to secure more foundry customers, amid rising demand for larger and more complex...
Thursday 30 April 2026
Amazon highlights US$50 billion chip potential and advances LEO satellite plans
On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
Wednesday 29 April 2026
China memory chip designer Montage lifts profit on DDR5, AI server demand
China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...
Wednesday 29 April 2026
Taiwan urges early quantum computing industry involvement before standards are set
Taiwan's minister of economic affairs, Ming-hsin Kung, emphasized that the industrialization threshold for quantum computing is exceptionally high, and Taiwan's industry is currently...