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Wednesday 4 November 2026
Onsemi to buy Ferric for US$600M to strengthen AI processor power delivery
Onsemi has agreed to acquire Ferric, Inc., a developer of integrated voltage regulator (IVR) technology, for US$600 million in cash plus up to US$175 million in contingent consideration...
Wednesday 4 November 2026
Global chip sales top US$500 billion in a single quarter for first time
Worldwide semiconductor revenue reached US$517.7 billion in the third quarter of 2026, a 24.1% increase from the prior quarter, according to data released by the Semiconductor Industry...
Wednesday 4 November 2026
GCS Holdings welcomes Marvell's Lumentum deal, locks in 2027 InP supply
Marvell Technology and optical communications laser maker Lumentum announced on November 2 that they had signed a definitive agreement for Marvell to acquire Lumentum in an all-stock...
Wednesday 4 November 2026
Samsung to reportedly make AMD, Nvidia HBM base dies at second Texas fab
Samsung Electronics plans to produce high-bandwidth memory (HBM) base dies for AMD at its second foundry plant in Taylor, Texas, with the US chipmaker accounting for most of the facility's...
Wednesday 4 November 2026
South Korean chipmakers face financing dilemma behind AI memory demand
Samsung Electronics' and SK Hynix's dependence on sustained AI infrastructure spending is bringing customer financing risk into focus. As demand for high-bandwidth memory and server...
Wednesday 4 November 2026
Onsemi targets every stage of AI power delivery while holding back automotive restocking
Onsemi is pitching its AI data center business as a play on the entire power path inside an AI rack, and for now it is prioritizing that business and industrial customers over automotive...
Wednesday 4 November 2026
Nexperia takes Wingtech to court over alleged rival chip supply chain in China
Dutch chipmaker Nexperia is seeking US$2 billion in damages from its Chinese owner Wingtech and three other defendants, alleging they established a competing supply chain in China...
Wednesday 4 November 2026
Bosch creates semiconductor division to expand in robotics, external chipmaking
Bosch plans to create a dedicated semiconductor division as it seeks more business in robotics, AI infrastructure, and manufacturing for external customers, extending a chip strategy...
Wednesday 4 November 2026
Screen doubles investment as Kyoto equipment site takes shape
Screen Holdings is expanding production of semiconductor cleaning equipment with a JPY25 billion (US$157.53 million) site in Nagaokakyo, Kyoto, while raising its capex budget for the...
Wednesday 4 November 2026
AMD's data center surge shifts growth toward AI systems as cash conversion weakens
AMD's third-quarter results show its data center business becoming the main driver of growth and profitability, even as gaming demand retreats. The next test is whether a steep expansion...
Wednesday 4 November 2026
Macronix sees new memory strategy emerging within 6 months
Macronix (MXIC) chairman Miin Wu said the memory shortage will continue through 2030, with prices unlikely to weaken from current levels as production capacity becomes a scarce resource...
Wednesday 4 November 2026
Powerchip stake dispute puts Tatung, Yageo takeover battles in focus
Since Powerchip founder Frank Huang passed away on July 31, 2026, changes to the ownership and management control of Powerchip Holding have remained a market focus. A dispute has now...
Wednesday 4 November 2026
MediaTek targets global AI leadership as Nvidia invests US$3.5 billion
MediaTek CEO Rick Tsai delivered a speech at the opening ceremony of Taiwan Weeks 2026 on November 3, emphasizing that the company is expanding beyond smartphone and connectivity chips...
Tuesday 3 November 2026
South Korea urged to link chip fab support to local suppliers
South Korea should tie government support for new semiconductor fabs to commitments that benefit domestic chip designers, equipment makers, and packaging suppliers, a state-funded...
Tuesday 3 November 2026
Onsemi's AI data center revenue surges 175% as 3Q26 earnings outpace sales growth
Onsemi reported stronger-than-expected third-quarter 2026 results, driven by accelerating demand for power management solutions in AI data centers and industrial applications, as the...