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Thursday 23 April 2026
Parade offsets weak PC demand with TTED, high-speed, and automotive growth
Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price hikes are depressing PC shipments, while the company pivots into automotive, data-center, and other non-PC segments to offset anticipated declines through the rest of 2026 and beyond.
Thursday 23 April 2026
Japan's LSTC launches optoelectronic advanced packaging project around Rapidus cluster
Research on optoelectronic integration — referring to the application of optical communication technology to computing — is gaining momentum. Its semiconductor packaging component officially got underway in April 2026 in Chitose City, Hokkaido, Japan, where Rapidus's semiconductor factory is located. The project is led by the Leading-edge Semiconductor Technology Center (LSTC), with participation from Rapidus and other organizations, and has established a development base at the Chitose Institute of Science and Technology. By using light to connect individual chips within chiplets, the technology aims to significantly reduce the power consumption of AI chips.
Thursday 23 April 2026
Lam Research signals sustained AI-driven momentum as WFE outlook improves
Lam Research delivered a strong start to 2026, with first-quarter 2026 results exceeding expectations and reinforcing confidence in a semiconductor upcycle increasingly shaped by artificial intelligence demand. Revenue reached US$5.84 billion, up 24% year over year, while margins and earnings also came in above guidance.
Thursday 23 April 2026
Texas Instruments signals a stronger recovery on industrial and AI demand
Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68. Operating profit increased 37% to US$1.81 billion.
Thursday 23 April 2026
Texas Instruments signals broad recovery across industrial and data center markets with cautious optimism
Texas Instruments reported that improving demand in industrial and data center markets is driving sustained sequential growth, while management maintained a cautious stance on macroeconomic uncertainty and the durability of the current cycle.
Thursday 23 April 2026
Google debuts TPU 8t and 8i as AI workloads diverge
Google Cloud Next 2026 kicked off on April 22 in Las Vegas, with Google Cloud CEO Thomas Kurian declaring that the experimental phase of artificial intelligence is over. Nearly 75% of Google Cloud customers are already using AI in production environments, he said, adding that the key challenge now is scaling AI deployment across entire enterprises.
Thursday 23 April 2026
IndieSemiC partners with Nordic on wireless modules as India expands design-led semiconductor push
IndieSemiC, an Indian semiconductor and chip design company, has partnered with Nordic Semiconductor to design and commercialize wireless modules for connected devices, as Indian firms seek to capture more value in the semiconductor chain through design, RF integration, certification, and module-level manufacturing.
Wednesday 22 April 2026
Focus: South Korea builds a semiconductor talent pipeline

South Korea's long-running experiment with job-guaranteed semiconductor education is entering a more consequential phase, with the first large wave of students from expanded industry-linked programmes set to enter the workforce from 2027. The shift is drawing fresh scrutiny over whether a model built around direct hiring pipelines, practical training, and university-industry coordination can do more than produce graduates at scale and whether it can ease the country's persistent shortage of semiconductor design talent.

Wednesday 22 April 2026
Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts
Starting in the second half of 2026, all flagship smartphone SoCs will transition to the 2nm process node. While this promises enhanced performance for flagship devices, it also triggers a rapid rise in production costs.
Wednesday 22 April 2026
China pledges to stabilize memory chip supply as industrial growth and AI-driven manufacturing expand
China's industrial economy posted steady first-quarter 2026 growth, driven by strong performance in high-tech manufacturing and broad sectoral expansion, according to Ministry of Industry and Information Technology (MIIT) officials, as cited by Xinhua and People's Daily.
Wednesday 22 April 2026
Powerchip returns to profitability in 1Q26 following fab sale to Micron
Powerchip Semiconductor Manufacturing (PSMC) reported revenue of NT$13.57 billion (approx. US$432 million) in the first quarter of 2026, up 6% from the previous quarter and 22% year over year, benefiting from the disposal gains related to the sale of its Tongluo fab in Taiwan to Micron Technology. Net profit after tax reached NT$14.23 billion, with earnings per share (EPS) of NT$3.36, ending 10 consecutive quarters of losses.
Wednesday 22 April 2026
China's Nvidia targets IPO, pivots to Fuxi GPUs for AI and edge computing
China's domestic GPU push has gained a new contender in the capital markets race. Xiangdi Xian Computing Technology (Chongqing) Co., also known as XDXCT, has formally launched pre-IPO preparations after signing a financial advisory agreement with CSC Financial Co., marking a strategic shift from survival mode to expansion.
Tuesday 21 April 2026
Enflame tests IPO path with fast growth, Tencent reliance, and rising losses
Enflame is moving closer to a STAR Market listing, highlighting a central tension in China's AI chip sector: strong demand and rapid revenue growth have yet to translate into a sustainable business model.
Tuesday 21 April 2026
ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges
ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI infrastructure investment, DRAM manufacturers are aggressively competing for extreme ultraviolet (EUV) equipment capacity, signaling a shift in global semiconductor demand patterns.
Tuesday 21 April 2026
Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up 10.3% year-over-year—according to the latest Electronic Design Market Data (EDMD) report from SEMI's Electronic System Design Alliance. The report also showed a 10.1% rise in the four-quarter moving average, underscoring sustained momentum across the sector.

Tuesday 21 April 2026
AI demand inflates silicon valuations across TSMC, Nvidia supply chain
"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply chain. Global uncertainties remain, yet Taiwan's market is outperforming.
Tuesday 21 April 2026
Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to Nvidia's dominant GPUs—particularly as the industry shifts from training large models to running them in real-world applications.

Tuesday 21 April 2026
Apple puts its chip architect in charge of all hardware as CEO transition looms
On April 20, 2026, Apple announced that Johny Srouji — the executive behind its custom silicon revolution — has been elevated to the newly created role of Chief Hardware Officer. Srouji, who previously served as Senior Vice President of Hardware Technologies, will now also oversee the Hardware Engineering division formerly led by John Ternus, who is set to succeed Tim Cook as Apple's CEO on September 1, 2026.
Monday 20 April 2026
Analysis: How TSMC avoids memory's boom-and-bust cycle
Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during its first-quarter earnings announcement. If adjustments are needed, TSMC usually waits until July. That is when second-quarter results and third-quarter guidance are released, giving the company a firmer basis for any revisions.
Monday 20 April 2026
South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints
South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening wafer capacity and rising memory costs. The company said it has secured more than 30 purchase orders and is targeting US$40 million in revenue in 2026, supported by demand for low-power, cost-efficient AI chips.
Monday 20 April 2026
Potential Google-Marvell partnership escalates AI chip competition against Nvidia
Google is accelerating efforts to strengthen its position in AI silicon through a potential partnership with Marvell Technology. It is making a move that highlights the competitive strategy against Nvidia: dominating AI inference workloads.
Monday 20 April 2026
Wooptix advances testing and production capabilities in targeting entry into leading foundries by 2028
Spanish optical inspection startup Wooptix officially unveiled its first inspection system, Phemet, in November 2025. The company stated that its first-generation prototype has already undergone testing and collaboration with European research institutions and major wafer manufacturers. Moving forward, the system will be further refined based on customer requirements.
Monday 20 April 2026
Commentary: Spain's IC design ecosystem revives as EU chip sovereignty demand grows
Amid rising geopolitical tensions linked to semiconductors, European countries and industries are increasingly anxious about semiconductor autonomy. This concern has empowered many European chip startups to believe that local computing demands can sustain homegrown firms. Spanish companies Semidynamics and Openchip see this opportunity as a key foundation for growth in the coming years.
Monday 20 April 2026
Cerebras revives IPO bid as AI boom fuels growth and high-profile partnerships

Cerebras Systems has renewed its push to go public, filing for an initial public offering (IPO) after shelving an earlier attempt amid regulatory scrutiny and shifting market conditions. The AI chipmaker and data center operator, headquartered in California, is seeking to capitalize on surging demand for AI infrastructure as hyperscalers ramp up spending.

Monday 20 April 2026
Canary Islands push into semiconductors, build on space tech base

The Canary Islands, an Atlantic archipelago off northwest Africa, have long been defined by tourism rather than technology.