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NEWS TAGGED CHIPS + COMPONENTS
Tuesday 10 March 2026
Groq reportedly urges Samsung to expand wafer production as AI chip demand surges
Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources...
Tuesday 10 March 2026
Qualcomm makes its move into physical AI and robotics
Semiconductor giant Qualcomm has recently announced new products and collaborations that bring it deeper into the realm of physical AI. The moves position the company at the forefront...
Tuesday 10 March 2026
Zhen Ding posts slight 4% revenue drop in February amid strong AI demand
Major printed circuit board (PCB) manufacturer Zhen Ding Technology reported a slight 3.97% year-over-year decline in February 2026 revenue to NT$11.72 billion (US$367.45 million),...
Tuesday 10 March 2026
TSMC expansion triggers filter material shortage and price surge
As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne...
Tuesday 10 March 2026
Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says
Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea...
Tuesday 10 March 2026
Exclusive interview: Ayar Labs CEO Mark Wade says mass production capability remains a challenge for silicon photonics
US silicon photonics (SiPh) company Ayar Labs recently completed its Series E funding round. In addition to numerous capital firms participating, Taiwanese companies MediaTek and Alchip...
Tuesday 10 March 2026
MAtek's testing business grows with AI-era chip complexity, but profits fall
MAtek reported record quarterly revenue in the fourth quarter of 2025 amid rising outsourced demand for materials analysis and reliability assurance, but net income after tax declined...
Tuesday 10 March 2026
Samsung union plans 18-day strike, adding risk to HBM supply chain
Samsung Electronics' labor union recently announced that employees who do not participate in a planned 18-day general strike from May 21 to June 7, 2026, will face penalties, sparking...
Tuesday 10 March 2026
Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays
The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans...
Tuesday 10 March 2026
PCB drill bit maker Topoint sees tight supply of high-end coated drills, targets 55% sales share in 2026
PCB drill bit and drilling service provider Topoint reported that strong demand from PCB industry customers has kept supply of high-end coated drill bits tight. Although drill bit...
Tuesday 10 March 2026
Beyond the qubit: Taiwan's phase 2 quantum plan targets full commercialization
Taiwan is accelerating its push into quantum computing. As global competition intensifies — with the US, China, and Europe all pouring resources into the technology — the...
Tuesday 10 March 2026
Commentary: Why Taiwan panel makers are pivoting to semiconductor packaging
Taiwan's once-struggling panel industry is undergoing an unprecedented structural shift as major players Innolux and AUO shutter or divest legacy LCD production lines. While these...
Tuesday 10 March 2026
TSMC's Arizona fab turns profitable, validating US chipmaking push
TSMC's Arizona facility posted strong profitability in the fourth quarter of 2025, underscoring the commercial viability of advanced chip manufacturing in the US, according to DIGITIMES...
Tuesday 10 March 2026
Nanya Technology and Micron drive Acter's 2026 revenue to rise over 30%
Industrial facilities provider Acter along with subsidiaries Nova Technology (Novatech), Rayzher, and its invested company Phoenix Silicon International (PSI) have steadily established...
Tuesday 10 March 2026
Phison says NAND prices jumped 50% overnight as supply crunch continues
NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.