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Tuesday 5 May 2026
Onsemi says China remains a strong market despite softer passenger vehicle volumes
Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger...
Tuesday 5 May 2026
Lattice Semiconductor strikes US$1.65B deal for AMI as AI data center demand drives record growth
Lattice Semiconductor has signed a definitive agreement to acquire AMI, a leading provider of platform firmware and infrastructure manageability software, for US$1.65 billion. The...
Tuesday 5 May 2026
Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production
Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce...
Tuesday 5 May 2026
Analysis: CoWoS crunch and MediaTek's hire raise a bigger question — can Intel deliver?
The AI chip race is increasingly running into a different kind of limit — not compute, but packaging, as supply constraints around advanced technologies such as CoWoS begin to...
Tuesday 5 May 2026
SK Hynix weighs memory plant shift as HBM demand outlook changes

SK Hynix is considering a shift in its DRAM investment strategy at its new M15X memory production base in Cheongju, South Korea, from...

Monday 4 May 2026
Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives
Huawei is set to capture the largest share of China's AI chip market this year, with revenue expected to rise at least 60% as Chinese technology companies accelerate orders for domestic...
Monday 4 May 2026
Win Semiconductors: GaAs and InP supply still meets production demand
Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives...
Monday 4 May 2026
AI memory crunch squeezes 5G FWA market
DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first...
Monday 4 May 2026
Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...
Monday 4 May 2026
Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

Monday 4 May 2026
MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
Monday 4 May 2026
Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...
Monday 4 May 2026
China automakers adopt disposable-car subscriptions to accelerate tech turnover
China's auto industry has begun rolling out a disposable-car model combining subscription plans and modular hardware to accelerate technology refresh cycles and cut the buildup of...
Monday 4 May 2026
Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains
The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...