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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 8 April 2026
Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.
Wednesday 8 April 2026
SK Hynix begins supply of 321-layer QLC cSSD for the AI PC era
SK Hynix has started global shipments of a next-generation compact SSD designed for AI-driven personal computers, a move that could reshape storage choices for device makers and end...
Wednesday 8 April 2026
Rising gallium costs force price increases across GaAs chip supply chain

Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

Wednesday 8 April 2026
Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties
Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...
Wednesday 8 April 2026
Broadcom, Google, and Anthropic alliance faces MediaTek competition
Broadcom recently announced two major partnership developments. The first is with Google on its Tensor Processing Unit (TPU) application-specific integrated circuits (ASICs), with...
Wednesday 8 April 2026
Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26
Industry sources reveal that polarizer manufacturers are preparing a price hike starting in the second quarter of 2026, with increases beginning at 10%, though final approval remains...
Wednesday 8 April 2026
Intel and Musk's Terafab revive IDM collaboration as chipmaker pushes turnaround
Intel's industrial ecosystem is converging on a vertically integrated chip model, as Intel joins the Terafab project led by SpaceX, xAI, and Tesla—marking both a revival of the...
Wednesday 8 April 2026
Commentary: China's AI chip dilemma revisits a familiar semiconductor fork in the road
The global AI race is no longer just about who builds the fastest chip. Increasingly, it is about who writes the rules.
Wednesday 8 April 2026
China export controls spark global InP supply concerns for AI high-speed transmission
Indium phosphide (InP), a critical material for long-distance optical communication, has become essential for AI-driven high-speed data transmission. However, China's export restrictions...
Wednesday 8 April 2026
Arm reportedly plans to sell AGI CPUs in China despite core licensing ban
Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing...
Tuesday 7 April 2026
IndieSemiC eyes India's general-purpose chip gap with Kaynes OSAT deal
India-based fabless startup IndieSemiC is betting that its new OSAT partnership with Kaynes Semicon can help it move from RF modules into vertically integrated chip products. However,...
Tuesday 7 April 2026
Quobly moves quantum chips into volume production

French quantum chip startup Quobly has continued to report progress while expanding its partnership network. The company has set up a new...

Tuesday 7 April 2026
FOPLP and WMCM emerge as key to fan-out packaging competitive field
The advanced packaging market is entering a structural turning point. Among emerging technologies, fan-out packaging has hit a sweet spot between cost and performance, making it a...
Tuesday 7 April 2026
Intel challenges TSMC CoWoS as Amazon, Google reportedly explore alternatives

AI-driven demand is pushing advanced chip packaging to its limits, exposing constraints in TSMC's CoWoS capacity and forcing hyperscalers...

Tuesday 7 April 2026
US MATCH bill targets China chip equipment, services

US lawmakers are moving to tighten semiconductor restrictions, with a bipartisan proposal targeting both equipment exports and downstream...