Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...
Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
Episil Precision will reallocate production toward larger-diameter silicon epitaxy and silicon photonics to improve profitability and meet AI supply chain demand, the company announced...
United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
As generative AI drives a sharp rise in computing demand, traditional electrical interconnect architectures are increasingly constrained by power consumption and density limits. On...
The CPO market is projected to grow at a 142% CAGR from 2026 to 2030 (excl. ELS). As AI clusters scale and 3.2T data rates push copper to its limits, CPO is emerging as a key solut...
Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...
Driven by strong artificial intelligence (AI) and silicon photonics (SiPh) demand, optical communications epitaxy manufacturer LandMark Optoelectronics reported a more than sixfold...
"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...
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...
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...
In an era where AI systems are rapidly scaling beyond the limits of traditional silicon, new experimental companies are beginning to question what "compute" itself should look like...
National Silicon Industry Group (NSIG) reported full-year 2025 revenue growth driven by higher 300mm wafer shipments, though pricing pressure and high fixed costs weighed on margin...
