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NEWS TAGGED CHIPS
Wednesday 15 July 2026
US licenses widen Nvidia H200 access in China, but shipments remain minimal

Nvidia H200 exports to China are expanding to a broader group of licensed buyers, though actual deliveries remain negligible under...

Wednesday 15 July 2026
AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...
Wednesday 15 July 2026
Samsung has yet to receive HBM4 volume-production order from Nvidia, dealsite reports
Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsite...
Wednesday 15 July 2026
Global semiconductor equipment sales set to hit record US$165.9B in 2026
Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association...
Wednesday 15 July 2026
TYLSemi exits stealth with US$43M to accelerate open chiplet platform for custom AI chips

TYLSemi, a semiconductor startup founded by former executives of AlphaWave, the connectivity chip specialist acquired by Qualcomm,...

Wednesday 15 July 2026
MediaTek beats Qualcomm and Samsung to secure Pixel 11's modem slot

MediaTek has widened the reach of its 5G modem chips beyond its own smartphone SoC platforms, pushing deeper into overseas sales in...

Wednesday 15 July 2026
Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates
Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence...
Wednesday 15 July 2026
AI image sensor chip makers accelerate shift to algorithms, modules
AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...
Tuesday 14 July 2026
Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal...

Tuesday 14 July 2026
Ingenic's first-half profit set to jump more than 400% as memory super-cycle lifts chip prices
Chinese chip designer Ingenic Semiconductor expects its net profit for the first half of 2026 to surge between 431% and 531% year-over-year, to a range of CNY1.079 billion (approx...
Tuesday 14 July 2026
Bosch starts sample production at its first US chip plant after securing up to US$225 million

German automotive supplier and chipmaker Bosch has begun sample production at its first US semiconductor factory after finalizing an...

Tuesday 14 July 2026
AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects...

Tuesday 14 July 2026
Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation...

Tuesday 14 July 2026
UMC pushes into silicon photonics in Singapore to ride AI's connectivity crunch
United Microelectronics Corp (UMC) is moving into silicon photonics, positioning itself to address one of the defining bottlenecks in artificial-intelligence data centers: the speed...
Tuesday 14 July 2026
Liying tops NT$100 million as AI chip demand lifts semiconductor services
Liying said revenue reached a quarterly record of NT$108 million in the second quarter of 2026, crossing the NT$100 million (US$3.11 million) mark for the first time as strong demand...