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Wednesday 30 September 2026
Murata begins mass production of world's smallest three-terminal MLCCs
Murata Manufacturing has started mass production of its LLD series, a new class of ultra-compact capacitors that could help device makers worldwide fit more power management into smaller...
Wednesday 30 September 2026
Column: Memory and logic collide as AI shifts the balance
As HBM approaches half the cost of a GPU-HBM CoWoS package, can memory still be viewed as merely a passive component of AI computing? The answer goes back to the "memory wall," a challenge...
Wednesday 30 September 2026
From EVs to AI humanoid robots: Tesla leans on Chinese manufacturing once again
Energy, AI robotics, and autonomous vehicle maker Tesla is reportedly replicating its electric vehicle (EV) playbook by turning to Chinese manufacturing to support the supply chain...
Tuesday 29 September 2026
South Korean component makers face price cuts as memory costs climb

South Korean electronics component suppliers are under growing pressure as rising memory prices drive chip inflation deeper into the...

Saturday 26 September 2026
Wi-Fi 7 drives enterprise network refresh as channel inventories normalize

Europe's enterprise networking market is emerging from a two-year inventory correction as Wi-Fi 7 adoption accelerates and pulls spending...

Thursday 24 September 2026
ASRock Industrial's game-streaming win signals longer revenue tail, but supply risks remain

ASRock Industrial has secured a large North American game-streaming services project that could extend well into 2027, according to...

Tuesday 22 September 2026
Unitree targets humanoid robots' next bottleneck with 22-DoF Dex5-S hand
Humanoid robot makers are accelerating investment in dexterous hands as the component becomes increasingly important to fine manipulation. Chinese robotics company Unitree Robotics...
Monday 21 September 2026
China monitor market splits as commercial demand holds up, premium displays gain ground

China's PC monitor market is entering a period of sharper structural divergence, with commercial demand offsetting part of a weakening...

Sunday 20 September 2026
Chinese memory supply is disruptive to pricing, Acer's Jason Chen says, as shortages ease
PC component shortages are easing, Acer chairman and CEO Jason Chen said, with memory tight only at the high end of DDR5 and CPUs no longer in short supply. Suppliers across the bill...
Friday 18 September 2026
Chip equipment makers face waits of up to 40 months for critical parts
The semiconductor industry's capacity crunch is moving deeper into the equipment supply chain, with shortages of specialized components stretching delivery times as chipmakers accelerate...
Thursday 17 September 2026
Topview sees supply-chain shifts supporting orders as AI investment reshapes its outlook
Topview Optronics said shifts tied to artificial intelligence are helping it secure orders through the end of 2026, even as it continues to contend with memory shortages and rising...
Thursday 17 September 2026
Lam Research plans US$1 billion India manufacturing expansion
Lam Research plans to invest INR100 billion (approx. US$1.04 billion) in India over the next several years, adding its first silicon component manufacturing facility in the country...
Thursday 17 September 2026
SK Hynix shifts supply chain planning for AI capex boom

AI-driven capacity expansion is pushing up demand for semiconductor equipment, and SK Hynix is strengthening supply chain management...

Thursday 17 September 2026
Apple's foldable phone puts thinness, weight in focus

Apple's first foldable phone has sharpened global attention on smartphone design trade-offs, with weight, thickness, and component miniaturization...

Wednesday 16 September 2026
BizLink's CPO breakthrough hits the hard part: scaling
BizLink has begun small-volume shipments of co-packaged optics (CPO), but chairman Roger Liang said mass deployment remains constrained by fiber array unit (FAU) assembly, thermal...