Elon Musk has a habit of building what he cannot buy.

Mitsubishi Electric president Kei Uruma said the company aims to establish a joint venture with Rohm and Toshiba to integrate their power semiconductor businesses, signaling continued progress in three-way consolidation talks.

Samsung Electro-Mechanics is considering raising prices for multilayer ceramic capacitors (MLCCs) by about 5% to 10% as demand from artificial intelligence (AI) infrastructure tightens supply, according to Korean media reports and industry sources.

Memory maker Macronix (MXIC) is emerging from an operational slump in the first quarter of 2026, driven by explosive revenue growth in embedded multi-media cards (eMMCs) as major global players exit the multi-level cell (MLC) NAND segment. The company reported a quarterly increase of 94% and an annual surge of 3,993% in eMMC sales.

Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on compensation structures, particularly performance-based bonuses linked to semiconductor profits, which workers argue have become increasingly opaque and insufficient relative to the company's record earnings in the AI-driven chip cycle.

KLA Corporation's fiscal 3Q26 results underscore a familiar pattern in the current semiconductor cycle: strong execution tied to AI infrastructure demand, but investor expectations are rising even faster.

SanDisk's fiscal 3Q26 results point to a decisive shift in the NAND industry, with AI-driven data center demand lifting both performance and pricing, while new long-term supply agreements begin to reshape the sector's historically cyclical model.

Google has unveiled its eighth-generation Tensor Processing Units (TPUs) by splitting them into two distinct chips: the training-focused TPU 8t and the inference-optimized TPU 8i. This move goes beyond simply designing two chips; it reflects Google's capability to break down bottlenecks across different stages of the model lifecycle, restructuring chip design, interconnects, memory, scheduling, and software stacks.

Memory packaging and testing provider Powertech Technology posted net profit of NT$1.84 billion (US$57 million) for the first quarter of 2026, its second-highest for the same period, and raised its full-year outlook. The company increased its planned 2026 capital expenditure from NT$40 billion to NT$50 billion and expects broad price increases for logic and memory products in the second quarter of 2026, supporting sequential revenue gains and high single-digit to low double-digit annual growth.