Samsung Display (SDC) currently supplies more than 70% of the OLED panels used by major global laptop brands, intensifying concerns over supply and pricing risks tied to dependence...
Apple Inc.'s first foldable phone, the iPhone Duo, has exceeded sales expectations since preorders opened on October 16, 2026. Supply constraints have extended delivery times to January...
Rapid growth in AI-driven demand is placing new pressure on the printed circuit board (PCB) supply chain, with equipment constraints, shorter product...
Nvidia's lead over Huawei in China's AI accelerator market has narrowed by 80% in a year, bringing CEO Jensen Huang's warnings about losing the country's US$50 billion AI chip market...
Nvidia is positioning the expansion of artificial intelligence as an infrastructure and industrial shift, not simply a software trend. At GTC Berlin, CEO Jensen Huang described an...
Nvidia said on October 21 that it is working with six supply chain partners to expand manufacturing capacity for substrates, advanced packaging, testing, and optical engines to meet...
Soaring memory prices are intensifying cost pressure across the display industry, prompting some smartphone manufacturers to downgrade panel specifications. Market estimates indicate...
China's IC designers are expanding into high-speed interconnect technologies as AI inference and agent applications fuel demand for server CPUs, memory modules and connectivity chips...
Texas Instruments' third quarter suggested the analog chip upturn has moved beyond restocking into a broad-based recovery, and that the company's multi-year build-out of 12-inch wafer...
The Global Electronics Association hosted a panel titled "Component to System Integration Advances" during the IMPACT 2026 symposium, bringing together industry leaders from Unimicron,...
Samsung Electronics is reportedly turning to TSMC's 3nm process to produce base dies for Nvidia's custom high-bandwidth memory (NVHBM), abandoning its long-standing turnkey integration...
Infineon Technologies and US-based silicon carbide (SiC) leader Wolfspeed announced on October 15 a new multi-year supply agreement for 8-inch SiC wafers. This deal transitions their...
Sony Group will not spin off its semiconductor business, which focuses on image sensors, president and CEO Hiroki Totoki said recently. The group is retaining the unit because its...
AMD and Intel plan to consolidate their PyTorch optimizations for x86 processors in oneDNN, aiming to give AI developers a common path to performance improvements across both companies'...
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