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    Anduril boosts Taiwan sourcing 15x, considering local production
    8h 29min ago
    AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
    8h 29min ago
    Supply chain says no formal Nvidia notice on possible 800VDC delay
    8h 29min ago
    CPO production delay may boost growth of LPO and NPO
    8h 29min ago
    Taiwanese chips gain from non-China drone supply chain demand
    8h 29min ago
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    8h 29min ago
    NEWS TAGGED CHIPMAKERS
    Wednesday 10 June 2026
    Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
    YMTC and CXMT have returned to Washington's Chinese Military Companies list, placing China's two leading memory chipmakers back at the center of US scrutiny over semiconductors, military-civil...
    Wednesday 10 June 2026
    Malaysia electronics exports seen rising through 2026 despite trade and cost pressures
    Malaysia's electronics sector is expected to keep expanding into 2026, even as tariffs, geopolitical tensions, and rising input costs weigh on manufacturers. Industry leaders say the...
    Tuesday 9 June 2026
    Nvidia's ecosystem commands the conversation at COMPUTEX 2026
    COMPUTEX 2026 concluded this week after drawing the world's largest chipmakers and technology suppliers to Taiwan. Yet despite a crowded field of competitors, one company once again...
    Thursday 4 June 2026
    Taiwan test interface maker CHPT rides AI chip orders to record May revenue
    Chunghwa Precision Test Tech. (CHPT), a supplier of semiconductor test interfaces, reported revenue in May 2026 that reached another monthly record, supported by sustained orders from...
    Monday 1 June 2026
    MiniMax's A-share move could widen funding options for China's AI model companies
    MiniMax has started preparations to sell yuan-denominated shares on China's stock market, a step that could give onshore investors exposure to AI model companies beyond chipmakers...
    Wednesday 27 May 2026
    Broadcom and Taiwan's chipmakers ride ASIC wave
    The world's largest chip designers are steadily growing more bullish on the future of cloud artificial intelligence (AI) chips known as ASICs (application-specific integrated circuits)...
    Tuesday 26 May 2026
    Samsung's reported 900-layer V-NAND prototype puts NAND race with YMTC in focus
    The race to dominate next-generation NAND flash memory has long been measured in layers — and Samsung Electronics appears to be pulling ahead. The South Korean chipmaker has...
    Monday 25 May 2026
    Lam Research CEO: New fabs alone will not solve chip bottlenecks
    Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints,...
    Wednesday 20 May 2026
    China's top NAND flash chipmaker YMTC begins IPO tutoring with Chinese banks
    China's leading memory chipmakers are accelerating their push into public capital markets, with YMTC Group formally entering IPO guidance on May 19, shortly after domestic DRAM leader...
    Monday 18 May 2026
    SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race

    SK Hynix is accelerating construction at its Yongin Semiconductor Cluster, as a tightening memory market pushes South Korea's top chipmakers...

    Monday 11 May 2026
    OpenAI and chipmakers roll out MRC to prevent AI training slowdowns
    OpenAI said it has partnered with chipmakers and cloud providers — including AMD, Broadcom, Intel, Microsoft, and Nvidia — to develop a new networking protocol aimed at...
    Thursday 7 May 2026
    Memory hikes slow telecom orders, but network chipmakers stay upbeat
    Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...
    Monday 4 May 2026
    Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

    Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

    Friday 24 April 2026
    Chipmakers face higher cost pressure as packaging outpaces foundry price hikes
    In recent weeks, chip companies ranging from major players to small and medium-sized firms have issued price increase notices or begun renegotiating product prices with select customers...
    Tuesday 21 April 2026
    Qualcomm Chief reportedly seeks memory and manufacturing deals in South Korea

    Qualcomm Chief Executive Cristiano Amon is expected to meet senior executives from Samsung Electronics and SK Hynix during a recent visit...

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    AsiaCPO2
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook