Despite rising concerns over memory price hikes, Apple's PCB supply chain has seen little change to the company's 2026 order pull-in schedule as of the second quarter, according to people familiar with the PCB industry.

Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.

Fujifilm India said it has signed a memorandum of understanding with the Gujarat State Electronics Mission, under the Department of Science and Technology of the Government of Gujarat, to explore opportunities for manufacturing semiconductor materials in India and strengthening domestic supply chain capabilities.

Europe's intensifying heatwave is reshaping the region's air conditioner market, driving a surge in China's air conditioner exports and lifting demand for upstream power semiconductors, power management ICs and mature-node capacity.

Samsung Electronics' plan to build two new semiconductor fabs in Gwangju is turning South Korea's southwest chip push into a test of whether the country can deliver enough power, water and permits to support a second major production base outside the Seoul metropolitan area.

Samsung Electronics has unveiled new research on a three-dimensional transistor architecture that it says could help extend logic chip scaling beyond the limits of today's semiconductor designs, as the industry searches for ways to improve performance after decades of shrinking transistor dimensions.

Taiwan plans to launch an emissions trading system (ETS) in 2028 as the next phase of its carbon pricing framework — a cap-and-trade market where companies buy and sell permits to emit greenhouse gases. However, environmental researchers and academics caution that the experiences of Japan, South Korea, and the European Union (EU) show that emissions trading markets take years to mature and operate effectively. With Taiwan's own carbon fee only recently taking effect, they argue the government should prioritize policy continuity and give businesses time to internalize carbon costs and implement decarbonization strategies before introducing a cap-and-trade regime.

As semiconductor manufacturing enters the 2nm era, conventional transistor scaling is approaching its physical limits. On June 25, 2026, IBM unveiled what it described as the world's first sub-1-nanometer chip technology, featuring a 0.7nm (7-angstrom) process node. The research chip integrates nearly 100 billion transistors into an area roughly the size of a fingernail, marking a significant milestone in semiconductor scaling.