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    NEWS TAGGED CHIPS + COMPONENTS
    Wednesday 4 February 2026
    AI upgrades intensify high-capacity NOR Flash shortages; SLC and MLC become scarce commodities
    Benefiting from specification upgrades in AI servers and switches, the content per box of NOR Flash is set to grow by multiples, with high-capacity specifications likely to face severe...
    Wednesday 4 February 2026
    VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing
    Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
    Wednesday 4 February 2026
    China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
    Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
    Wednesday 4 February 2026
    Nanya Technology sees January revenue jump more than sixfold amid DRAM supply crunch
    Benefiting from rising memory prices and supply shortages, DRAM giant Nanya Technology reported revenue of NT$15.31 billion (US$484.8 million) for January 2026, up 27.39% sequentially...
    Wednesday 4 February 2026
    Nvidia expands validation and testing, silicon photonics could be GTC 2026 focus
    Taiwan's supply chain has reaped the benefits of Nvidia's AI leadership. In Taiwan, it received NT$6.7 billion (US$211.9 million) in subsidies in 2023 under the Taiwan AI Innovation...
    Wednesday 4 February 2026
    CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
    Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...
    Wednesday 4 February 2026
    NXP abandons low-margin bets to chase the software-defined car
    In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....
    Wednesday 4 February 2026
    AMD delivered the numbers—just not the surprise the AI market wanted
    Advanced Micro Devices (AMD) announced financial results for the fourth quarter and full year of 2025, reporting its highest annual revenue to date. While the company met or exceeded...
    Wednesday 4 February 2026
    Intel and SoftBank's SAIMEMORY target 2029 commercialization of Z-angle AI memory
    SoftBank Corp. has launched a push into next-generation AI memory through its wholly owned unit SAIMEMORY Corp., forming a strategic collaboration with Intel Corporation to commercialize...
    Wednesday 4 February 2026
    Samsung to tear down birthplace of its chip business at Giheung campus for new R&D center

    Samsung Electronics is dismantling a key building at its Giheung campus as part of plans to construct a large-scale advanced research...

    Wednesday 4 February 2026
    Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

    Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

    Wednesday 4 February 2026
    PC price hikes in 2026 challenge IC design houses to rely on spec upgrades
    Major PC brands and chip suppliers have recently warned that price increases for PC products in 2026 are likely unavoidable. Rising costs of memory and many other components continue...
    Wednesday 4 February 2026
    Winbond's 2027 DRAM capacity pre-sold as memory revenue nears NT$100B in 2025
    The structural shortage in the memory market is driving a surge in supply chain operations, with reports indicating that Winbond recently finalized its contract pricing for the first...
    Wednesday 4 February 2026
    Taiwan's paper-counting academic culture is being challenged—here's why
    Taiwan has long measured academic success through publication volume, a metric that has driven intense competition with China in research output. But National Science and Technology...
    Tuesday 3 February 2026
    Huawei-linked Hubble invests in automotive chipmaker Norelsys pre-IPO

    Norelsys (Tianjin) Co., Ltd. has begun IPO counseling after filing registration for listing guidance with the Tianjin branch of the China...

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    Thursday 10 September 2026
    Stress, Sleep, and Lifestyle Balance: Perspectives from Traditional Chinese Medicine
    Wednesday 9 September 2026
    IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy
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