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    NEWS TAGGED CHIPS + COMPONENTS
    Tuesday 11 November 2025
    Microchip and Qualcomm expand Bengaluru footprint amid rising semiconductor investments
    Microchip Technology and Qualcomm have both expanded their presence in Bengaluru, reinforcing the city's position as India's top semiconductor and technology hub and adding momentum...
    Tuesday 11 November 2025
    China's IC exports surged 24.7% in first ten months of 2025, driven by AI demand and memory price hikes
    China's total goods trade value reached CNY37.31 trillion (approx. US$5.23 trillion) in the first ten months of 2025, marking a 3.6% increase from the same period last year, according...
    Tuesday 11 November 2025
    ASML tackles AI's 'scissor gap' with dual-track chip strategy
    ASML EVP and China head Shen Bo said artificial intelligence is redefining the global semiconductor landscape, pushing chipmakers and equipment suppliers to balance growing computing...
    Tuesday 11 November 2025
    China's Unicomp targets global expansion with US$37.5M purchase of SSTI semiconductor

    Unicomp Technology Group, a Wuxi-based industrial inspection equipment maker, said its wholly owned unit, Ray Tech Singapore, will acquire...

    Monday 10 November 2025
    ASML says AI boom has yet to lift chip equipment demand
    Nvidia and TSMC are surging ahead in the AI boom, but ASML's growth looks slower in comparison. The Dutch lithography maker expects about 15% sales growth in 2025, while TSMC projects...
    Monday 10 November 2025
    Taiwan semiconductor materials face three major obstacles, says Sunlit exec
    The 10th edition of the Materials Industry Forum kicked off on November 7 in Taiwan under the theme "A Single Tree Cannot Make a Forest: Taiwan's Rising Materials Industry."
    Monday 10 November 2025
    TSMC breaks one record after another: AI demand powers October revenue height, CEO confident streak will continue
    TSMC posted record consolidated revenue of NT$367.47 billion (US$11.87 billion) in October 2025, up 11.0% from September and 16.9% from a year earlier. The result highlights the company's...
    Monday 10 November 2025
    AI drives shift to memory-centric computing, redefining semiconductor supply chains
    The evolution of artificial intelligence (AI) is transforming the semiconductor industry, shifting the focus from sheer compute power to memory-centric architectures. As AI models...
    Monday 10 November 2025
    China's memory squeeze deepens: NOR flash prices jump, Puya expands into 2D NAND

    Following back-to-back price increases for DRAM and NAND, NOR flash has become the next segment to spike. Prices are up by at least 10%...

    Monday 10 November 2025
    Fitipower eyes AIoT chip surge in 2026 to cut DDI revenue share
    Taiwanese DDI supplier Fitipower held an investor briefing on November 7, revealing plans to significantly boost AIoT chip shipments by 2026. The company aims to reduce its reliance...
    Monday 10 November 2025
    Analysis: China pairs Nexperia sanctions with exemptions, unveiling new supply chain playbook
    China is using the escalating Nexperia dispute to showcase a new, flexible export strategy that mixes hardline control with selective exemptions. As the Dutch government's takeover...
    Monday 10 November 2025
    Macronix sees rising NOR, NAND, and eMMC demand amid memory market recovery
    Macronix International is witnessing a strong rebound in demand for its NOR, NAND, and eMMC memory products, with chairman Minin Wu highlighting growing market opportunities as the...
    Monday 10 November 2025
    NAND prices double in six months; Phison CEO predicts years-long shortages
    The global boom in artificial intelligence has triggered a severe shortage of essential storage chips, doubling prices in just six months, according to Khein-Seng Pua, CEO of Phison...
    Monday 10 November 2025
    Topoint eyes chip drill shortage as AI boosts PCB, substrate demand in 2026
    Topoint, a leading manufacturer of high-end drills and drilling services for the PCB industry, expects supply shortages to persist through 2026 despite recent capacity expansions....
    Monday 10 November 2025
    Ableprint reports record third quarter revenue despite regulatory search
    Ableprint, a supplier of advanced semiconductor packaging bubble-removal equipment, reported record-high revenue in the third quarter of 2025, underscoring its strong position in the...
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    BIZ FOCUS
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook