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NEWS TAGGED CHIPS
Wednesday 21 January 2026
TSMC capacity crunch signals opportunity for Samsung's advanced nodes

The explosive demand for AI chips has created a rare production bottleneck for TSMC's advanced 3nm process, with capacity fully booked...

Wednesday 21 January 2026
Weekly research roundup: EV market splits and edge AI foundry war
While the global EV market shifts gears into a phase of slower, regionally fragmented growth (15.2%) as subsidies fade, the edge AI chip sector is aggressively evolving. DIGITIMES...
Wednesday 21 January 2026
2nm mobile SoC era begins with Xiaomi 18 flagship launch
The year 2026 is set to mark the commercial debut of 2nm mobile SoCs, with Qualcomm, Apple, and MediaTek among the first to release 2nm process chips for smartphones. The market expects...
Wednesday 21 January 2026
Bravo iDeas enters AI toy market with emotional AI companion integrating LLMs
AI technology company Bravo iDeas announced on January 20 that it is entering the AI toy market with an emotional AI toy that combines AI chips with large language models (LLMs). The...
Wednesday 21 January 2026
Nvidia challenges Apple's longtime TSMC priority

Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the balance of power...

Wednesday 21 January 2026
South Korea plans US talks as chip tariffs heighten risks for Samsung, SK Hynix
South Korea said it will seek negotiations with the US after Washington imposed a 25% tariff on selected semiconductor products, a move that has placed the country's leading chipmakers,...
Tuesday 20 January 2026
Strategies and deployment of edge AI chip startups

Introduction

Tuesday 20 January 2026
Advantest faces three standardization challenges in shift-left testing
The silicon photonics (SiPh) and common packaged optics (CPO) solutions supply chains are emerging this year. Japanese testing equipment maker Advantest says that although optical...
Tuesday 20 January 2026
Samsung reportedly to test EUV tools at Taylor fab in March
Samsung Electronics will reportedly begin test operations of extreme ultraviolet lithography equipment at its Taylor, Texas, fabrication plant in March, ahead of full operations planned...
Tuesday 20 January 2026
TSMC builds 'virtual IDM' for Apple chips
TSMC and Apple have maintained a close partnership over the years, working like one team to push Moore's Law forward. According to SemiAnalysis, Apple employs hundreds of engineers...
Tuesday 20 January 2026
US semiconductor tariffs may weigh on Malaysia's export-driven industries
The US' recent announcement of a 25% tariff on certain advanced computing chips, including Nvidia's H200 and AMD's MI325X, could have implications for Malaysia's semiconductor sector,...
Tuesday 20 January 2026
Smartphone chips hit 2nm in 2026. The real shock is the cost
Leading smartphone system-on-chip (SoC) manufacturers will fully adopt the 2nm process node in 2026, a move expected to significantly increase production costs and reshape competitive...
Monday 19 January 2026
Research Insight: The rising chip cost inside every car is forcing a rethink in China
As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors...
Monday 19 January 2026
Tesla accelerates AI chip development even with safety and software challenges
Tesla aims to shorten its in-house AI chip design cycle to one generation every nine months, targeting rivals Nvidia and AMD. However, industry analysts highlight automotive safety...
Monday 19 January 2026
Glass fiber supply crunch hits AI hardware and Apple's 2026 devices
The global AI boom is pushing electronics supply chains to their limits. While shortages of advanced chips and memory have drawn most attention, a less visible constraint is emerging:...