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Wednesday 8 July 2026
Apple reportedly broadens iPad OLED driver supply, chipping at Samsung's grip as foldables enlarge the pie
Apple's supply chain for OLED display driver ICs (DDI) — the chips that control how a screen's pixels light up — is diversifying, loosening Samsung's exclusive hold on...
Wednesday 8 July 2026
Enterprise SSD shortage lifts DDR4 8Gb 3Q26 contract prices

Memory prices are rising faster than expected as global AI demand strains DRAM and flash supply, with knock-on effects for PCs, data...

Wednesday 8 July 2026
China eyes AI model curbs as tech rivalry moves beyond chips

For years, Washington and Beijing focused much of their tech rivalry on silicon. Now the front line may be moving to the AI models the...

Wednesday 8 July 2026
China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominance
China's leading AI model developers are moving deeper into custom chip design, a shift that could reshape the country's AI hardware market as inference demand rises, US export controls...
Tuesday 7 July 2026
Exec pleads no guilty in Singapore over alleged smuggling of Nvidia chips to China

Alan Wei Zhaolun, an executive at Aperia Group, pleaded not guilty in a fraud case alleging that he and three others illegally misrepresented...

Tuesday 7 July 2026
Japanese startup completes AI chip validation with Oppstar and UMC support, moves toward mass production

Tokyo Artisan Intelligence said it has finished validating its Sting Ray test chip, a step that could broaden access to lower-power...

Tuesday 7 July 2026
AI's bottleneck has shifted from chips to infrastructure — China plans it centrally, US fights it out locally

The cancellation of Blackstone-owned QTS' planned Digital Gateway data center project in Virginia underscores a new challenge for the...

Tuesday 7 July 2026
SK data center bet sets sights on intelligence exports

South Korea is moving to position itself as an exporter of "intelligence" rather than just the chips and equipment that go into building...

Monday 6 July 2026
UMC posts record first-half revenue and plans selective price hikes in second half
United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12...
Monday 6 July 2026
Samsung Foundry eyes comeback after Tesla chip win
Samsung Electronics is trying to turn its foundry business into a bigger supplier of custom chips after securing a Tesla order, as the company looks to rebuild a contract chipmaking...
Monday 6 July 2026
Anthropic's reported chip plans with Samsung could ease inference costs, not chase top-end performance
Anthropic's reported move into in-house chip development could matter well beyond Silicon Valley if it helps lower the cost of running AI services worldwide. By prioritizing cheaper...
Monday 6 July 2026
China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing...

Monday 6 July 2026
China advanced packaging maker SJ Semiconductor starts US$1.5bn 3DIC project for AI chips

SJ Semiconductor has started construction of a CNY10 billion (approx. US$1.47 billion) 3DIC manufacturing project in Shanghai's Lingang...

Monday 6 July 2026
Huawei chip chief proposes Tau Law V2 centered on time-based scaling
Huawei's semiconductor chief is promoting a post-Moore roadmap that shifts industry focus from shrinking transistors to reducing time across the computing stack, a framework backed...
Monday 6 July 2026
India launches third semiconductor plant as CG Semi begins commercial production in Gujarat
India Prime Minister Narendra Modi inaugurated CG Semi's Outsourced Semiconductor Assembly and Test (OSAT) facility in Sanand, Gujarat, marking the start of commercial production at...