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Thursday 9 July 2026
Micron commits $250 billion to US chip buildout as New York fab breaks ground ahead of schedule
Micron Technology said July 9 it is raising its planned US fab and technology investment to more than $250 billion through 2035, citing surging demand for memory driven by AI. The company said the increase supports its long-term goal of producing 40% of its DRAM output domestically.
Thursday 9 July 2026
Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT chip platforms despite supply chain pressures affecting the broader electronics industry.

Thursday 9 July 2026
Apple's Broadcom deal extension shows wireless independence remains a distant dream

Apple's decision to extend its wireless transmission and RF chip supply agreement with Broadcom through 2031 signals that its shift to fully in-house connectivity is a project measured in years, not quarters. For global consumers, the move suggests Apple will likely continue mixing its own chips with those from outside suppliers to maintain performance and reliability.

Thursday 9 July 2026
Rebellions' IPO plan tests market appetite for inference chips
South Korean AI chip startup Rebellions is preparing for a domestic listing in the first half of 2027, offering a test of whether investor enthusiasm for inference chips can move from private funding rounds into public markets.
Thursday 9 July 2026
Samsung eyes broader Exynos 2700 use in Galaxy S27
Samsung Electronics is reportedly set to expand use of its in-house mobile application processor, Exynos 2700, across the Galaxy S27 flagship series slated for 2027. Money Today and KBench, citing industry sources, reported that Samsung plans to equip most Galaxy S27 standard, Plus, and Pro models in most markets with Exynos 2700, while using Qualcomm Snapdragon chips for the US market. The top-end Ultra model, however, is still likely to use Snapdragon across the board.
Thursday 9 July 2026
Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit
Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics and industrial supply chains. The company also cited gains from product upgrades and an investment valuation boost.
Thursday 9 July 2026
Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration
Nvidia is increasingly embracing partnerships with emerging AI chip developers, signaling a broader shift from competing solely on hardware to enabling heterogeneous AI infrastructure, according to The Information. The latest example is a collaboration with inference chip startup d-Matrix, following a similar partnership announced with SambaNova, as Nvidia positions its GPUs alongside specialized accelerators rather than against them.
Thursday 9 July 2026
What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance
China's rumored tentative plan to allow a handful of its largest artificial intelligence (AI) companies to purchase a small number of Nvidia H200 chips has implications that extend well beyond a single procurement decision. The plan is possibly, though not only, for the shifting balance between US export leverage and Beijing's push to reduce its dependence on foreign silicon.
Thursday 9 July 2026
Analog Devices acquires Empower Semiconductor and enters AI power market

Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster the company's role as a comprehensive power partner spanning the entire AI ecosystem, from grid infrastructure to core computing systems.

Thursday 9 July 2026
Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

Thursday 9 July 2026
Foxconn builds integrated semiconductor ecosystem spanning IC design, SiC, and advanced packaging

Foxconn Chairman Young Liu recently revealed that one of the group's IC design subsidiaries is preparing for a Taiwan listing as early as 2026, potentially on the Taiwan Innovation Board. While Liu did not identify the company, industry observers believe the most likely candidate is Socle Technology Corp (Socle).

Thursday 9 July 2026
Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially reshaping, though not limited to, how the iPhone maker approaches custom-silicon design and how far it is willing to anchor critical chip production inside the US.
Thursday 9 July 2026
Anpec June revenue rises on fan motor driver IC demand
Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up 1.31% from May and 11.1% from a year earlier.
Thursday 9 July 2026
Arterytek posts record second-quarter revenue on stronger MCU demand
Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year earlier. The company said second-quarter revenue reached NT$960 million, a record high, as customer demand recovered and key product shipments strengthened.
Thursday 9 July 2026
China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze

Chinese companies are shifting more AI accelerator spending away from Nvidia and toward domestic suppliers, a sign that US-China technology tensions are no longer just reshaping chip exports, but the buildout of China's AI infrastructure itself.

Thursday 9 July 2026
Asian VCs urge startups to expand regionally before targeting the US

Venture capitalists from Japan, Singapore, and Salesforce Ventures converged at the 2026 Asia VC Summit in Taipei to argue that Asian startups should prioritize regional expansion over jumping straight into the US market. They pointed to cross-border collaboration within Asia as a more viable path to building competitive tech companies.

Thursday 9 July 2026
Interview: UK courts Taiwan suppliers for AI hardware buildout

The UK is pitching itself as a new base and technology partner for Taiwanese electronics suppliers as AI demand shifts from models to the physical infrastructure behind them: chips, packaging, servers, cooling, power, and data centers.

Thursday 9 July 2026
Salesforce Ventures shares AI investment playbook at Asia VC Summit, eyes Taiwan startup

Salesforce Ventures laid out how the AI boom has reshaped its investment strategy over the past three years at the 2026 Asia VC Summit today, while acknowledging it has yet to close its first deal in Taiwan despite actively searching for one.

Thursday 9 July 2026
Macronix and Winbond post record June revenue as memory prices stay firm
Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese makers benefited from a rally across the memory market, while industry watchers continued to flag the risk of volatility after a sharp price run-up.
Wednesday 8 July 2026
Novatek beats second-quarter revenue guidance on strong customer stockpiling
Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's second-quarter result rose 24% quarter over quarter and 9.59% year over year, topping its earlier forecast of NT$27.5 billion to NT$28.5 billion.
Wednesday 8 July 2026
Samsung's Jae-yong Lee heads to Sun Valley Conference for likely AI talks

Samsung Electronics Chairman Jae-yong Lee departed for the Sun Valley Conference in the US on July 7, marking his second straight year at the event as he looks to deepen AI cooperation with global tech giants. Industry watchers expect the trip to help Samsung expand its ties with major customers and partners.

Wednesday 8 July 2026
CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While the critical role GPUs have played across the AI compute landscape is not in doubt, the expansion of inference, reasoning, and agentic AI is placing CPUs back at the center of the AI hardware race.
Wednesday 8 July 2026
China unveils memristor chip for real-time neural dynamics, pushes computing into millisecond range

A Chinese research team has developed a phase-change memristor-based neural dynamical system chip, offering a potential hardware path for real-time brain modeling, brain-computer interfaces, and brain disease diagnosis.

Wednesday 8 July 2026
PGC 2Q26 revenue hits record as advanced-node orders stay strong
IC design service provider Progate Group Corporation (PGC) reported preliminary revenue of NT$159 million (approx. US$5.0 million) for June 2026, down 12.3% from May but up 88.4% from a year earlier, marking its strongest June on record.
Wednesday 8 July 2026
As Synopsys exits legacy manufacturing software, chipmakers may move toward in-house factory tools
Synopsys is preparing to discontinue a suite of manufacturing process control software used by semiconductor manufacturers, marking a strategic shift that reflects changing priorities across the semiconductor software industry.
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