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Monday 9 November 2026
Podcast highlights: Apple hoards supplies via long-term contracts; Intel reverts 18A to Intel 3
Recent earnings reports from Apple and Intel highlight growing supply-chain strain driven by soaring memory costs and massive AI infrastructure build-outs. DIGITIMES analyst...
Monday 9 November 2026
GSEO revenue drops 20% in October 2026 on China holiday, delayed launches
Optical lens maker Genius Electronic Optical (GSEO) reported October 2026 consolidated revenue of NT$2.126 billion (approx. US$64.9 million), down 20.41% from September and 5.78% from...
Monday 9 November 2026
India roundup: India electronics manufacturing expands amid AI-driven supply constraints
India's electronics sector is drawing fresh investment in semiconductors, optical connectivity and manufacturing capacity, even as AI-driven component shortages threaten production,...
Monday 9 November 2026
Exclusive: From quantum breakthroughs to industrial reality, UKSC weighs Britain's ambitions at London showcase
From quantum computers built on conventional silicon to semiconductor light sources promising a new generation of secure communications, the breadth of innovation on display at the...
Monday 9 November 2026
Weekly news roundup: AI compute race intensifies as DRAM rivals diverge and chipmakers expand investments
This week's coverage highlights accelerating competition across AI infrastructure, semiconductor manufacturing and advanced memory. Sweden launched the NVIDIA-based Sferical One supercomputer...
Monday 9 November 2026
TSMC reaffirms foundry focus after report of 3D DRAM plans for Nvidia
Taiwan Semiconductor Manufacturing Co. (TSMC) has pushed back on a report that it is weighing a move into advanced memory chip manufacturing, saying it remains focused on its contract...
Saturday 7 November 2026
US-China trade truce gains breathing room as BIS extends 50% Affiliates Rule suspension into 2027
The US Department of Commerce's Bureau of Industry and Security (BIS) has extended the suspension of its 50% Affiliates Rule until January 10, 2027, from the previous November 9, 2026...
Saturday 7 November 2026
Quantum computing company IonQ raises 2026 revenue forecast above US$500 million on commercial growth
IonQ raised its 2026 revenue forecast to US$505 million-US$515 million after reporting record third-quarter revenue of US$173.8 million, as its quantum computing business expanded...
Saturday 7 November 2026
Samsung reportedly sells 300 chipmaking tools to DB Group
Samsung Electronics has reportedly agreed to sell approximately 300 semiconductor manufacturing tools from its shuttered 8-inch S7 foundry in Giheung to South Korea's DB Group, as...
Saturday 7 November 2026
Interview: Infineon's first RISC-V automotive MCU is built for a decade-plus production run
Infineon Technologies is betting on RISC-V scalability with AURIX RC1, its first RISC-V-based microcontroller (MCU) platform, unveiled this week. A single instruction set lets the...
Saturday 7 November 2026
Analysis: Britain's semiconductor paradox—world-class innovation, but who captures the value?
As artificial intelligence reshapes global chipmaking, the UK's strength in design, materials and research is being tested by a longstanding challenge: turning technological breakthroughs...
Friday 6 November 2026
Taiwan science park debt tops NT$160 billion as NSTC targets faster repayment
Debt held by Taiwan's science park operating funds reached NT$163.54 billion (approx. US$4.97 billion) as of the end of September 2026, while the National Science and Technology Council...
Friday 6 November 2026
China's NSIG sees silicon wafer prices rebound, but profitability remains elusive
National Silicon Industry Group (NSIG) expects to complete its expansion to 1.2 million 300mm silicon wafers per month by the end of 2026, positioning the Chinese semiconductor materials...
Friday 6 November 2026
China's chip equipment makers ride record AI orders into 2027, but new challenges lie ahead
Chinese semiconductor equipment makers report record orders extending into 2027, with AI-driven investment in advanced memory, logic chips and packaging strengthening demand for domestic...
Friday 6 November 2026
Samsung speeds P5 Fab 2 construction as memory chip shortage looks to last through 2028
Samsung Electronics plans to begin structural work at its P5 Fab 2 facility in Pyeongtaek, South Korea, in January 2027, accelerating its memory capacity expansion as chip shortages...