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NEWS TAGGED CHIPS + COMPONENTS
Wednesday 1 July 2026
Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers
Leading passive components supplier Yageo is reportedly set to raise capacitor prices across the board from July 1, according to supply chain sources. The price hikes will cover tantalum...
Wednesday 1 July 2026
Samsung, SK Hynix southwest fab plans put Gwangju's silicon photonics ambitions in focus
Samsung Electronics' and SK Hynix's planned memory investments in South Korea's southwest have mostly been viewed as a push to balance regional development and tap into local renewable...
Wednesday 1 July 2026
Tenstorrent's Jim Keller says startup will outpace Cerebras as AI chip competition intensifies

AI chip competition is widening beyond raw performance, a shift that matters for global cloud providers, device makers, and investors...

Wednesday 1 July 2026
Tesla taps Intel 18A veteran to lead Terafab chip project in Texas

Tesla has hired Gary Jiang, a nearly 18-year Intel manufacturing veteran, as director of its Terafab chip project in Texas, marking...

Wednesday 1 July 2026
Supermicro smuggling probes reportedly push Nvidia to tighten AI server checks further

As the US tightens controls on advanced AI chip exports, smuggling schemes are surfacing across the AI server supply chain, driven...

Wednesday 1 July 2026
China's chip material makers riding the AI boom close in on Japan

Chinese semiconductor material manufacturers are accelerating investments in advanced products as Beijing pushes for greater self-sufficiency,...

Wednesday 1 July 2026
South Korea's southwest chip hub plan faces supplier gap
South Korea's plan to build a KRW800 trillion (approx. US$51 billion) memory fab cluster in the southwestern Honam region is running into an inconvenient fact: the region has the country's...
Wednesday 1 July 2026
GigaDevice flags memory cycle risks amid share price surge

GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks....

Wednesday 1 July 2026
Taiwan starts collecting carbon fee, with highest amount from semiconductor firms

Taiwan's carbon fee system has begun collecting payments, with the first batch covering 240 high-emitting companies across 461 factories...

Wednesday 1 July 2026
India Semiconductor Mission 2.0 reportedly clears Finance Ministry hurdle as govt highlights first-phase progress

India's proposed second phase of the India Semiconductor Mission (ISM 2.0) has reportedly taken a key step forward, clearing the Finance...

Wednesday 1 July 2026
AI fuels OSAT pricing power as chip packaging orders fill through 2027
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since...
Wednesday 1 July 2026
AI chip complexity stretches electronic materials order windows to six months, DuPont spinoff warns

As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become...

Wednesday 1 July 2026
Naphtha supply risk adds pressure to semiconductor materials
A crude oil shortage tied to the US-Iran war is raising concern about naphtha, a refinery byproduct used deep in industrial supply chains. While a direct semiconductor shortage is...
Wednesday 1 July 2026
LCD TV panel makers face a softer peak season as demand weakens and costs climb
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure...
Wednesday 1 July 2026
South Korea's southwest chip hub grows from memory fabs into full semiconductor and AI ecosystem
South Korea's government laid out a detailed plan on June 30 for building its southwest region into a major new semiconductor production base, with SK, Samsung Electronics and Amkor...