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Tuesday 4 August 2026
Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the...

Tuesday 4 August 2026
China tightens chip layout design protection to strengthen domestic semiconductor innovation

China has revised its regulations on the protection of integrated circuit (IC) layout designs, introducing stricter registration requirements,...

Tuesday 4 August 2026
Taiwan-Japan semiconductor ties go beyond supply chain partnerships
Cooperation between Taiwan and Japan in semiconductors will go beyond supply-chain partnerships towards joint technological innovation and talent development, according to Taiwan's...
Tuesday 4 August 2026
MediaTek sees SerDes 448G as copper's final battleground
The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...
Tuesday 4 August 2026
Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
Tuesday 4 August 2026
China’s in-house auto chip push could reshape costs, supply chains, and regulatory risks
As Chinese automakers accelerate in-house chip development, the strategy is increasingly about more than smart vehicles. It is also tied to supply chain self-reliance, overseas expansion,...
Tuesday 4 August 2026
Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains
AI-driven demand, new fab construction, and conflict-led raw material inflation are combining to squeeze semiconductor suppliers in 2026, according to Topco Scientific Co. senior CEO...
Tuesday 4 August 2026
CXMT listing fuels concerns over DRAM prices and global memory competition
China's CXMT drew fresh attention after its parent ChangXin Memory Technology (CXMT) went public, with market estimates of the firm's future valuation ranging from US$160 billion to...
Tuesday 4 August 2026
Montage brings CXL 3.2 memory expansion to AI data centres with Samsung, SK Hynix support

Montage Technology has begun pilot production of what it says is the industry's first CXL 3.2 memory expansion controller, targeting...

Tuesday 4 August 2026
RichWave says Wi-Fi 7 momentum stays strong in 2H26

RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom...

Tuesday 4 August 2026
Micron, MediaTek back ChipAgents as agentic AI startup extends series A to US$134 million

ChipAgents, a two-year-old startup building autonomous AI agents for chip design and verification, has raised an additional US$60 million...

Monday 3 August 2026
Chinese display makers reportedly double down on large LCDs and OLED expansion

China's leading display manufacturers are stepping up investments across both LCD and OLED technologies, targeting larger TV panels...

Monday 3 August 2026
Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit

AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets...

Monday 3 August 2026
AI infrastructure orders extend PCB expansion race
Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...
Monday 3 August 2026
xLight bets on EUV light source, eyes ASML deal
The semiconductor industry is grappling with a supply-demand imbalance as AI-driven demand for advanced-node chips outpaces global capacity by several times, pushing up fab utilization...