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Arm Holdings executives highlighted a growing focus on integrated compute subsystems during the company's latest earnings call, as rising chip design complexity reshapes customer requirements across multiple end markets....

As global competition in the semiconductor industry intensifies, the focus is no longer limited to technology and production capacity. Protection of data, intellectual property, and supply chains has become an equally critical battleground....

Nvidia has recently signaled to Samsung Electronics that it hopes to secure early deliveries of sixth-generation high-bandwidth memory, known as HBM4. At the same time, as memory makers devote an increasing share of capacity to HBM production, shortages of conventional memory chips have begun to emerge, strengthening suppliers' bargaining power across the industry....

Arm Holdings reported fiscal third-quarter revenue growth of 26% from a year earlier, supported by gains in licensing and royalties, while memory supply constraints in the smartphone market continued to weigh on expectations for mobile-related royalty income....

Renesas Electronics forecast a sharp improvement in profitability for the January to March quarter as growth in data center and other industrial infrastructure demand offsets weakness in automotive, after the Japanese chipmaker swung to its first annual net loss since fiscal 2019....

In a moment that blurred the lines between corporate diplomacy and fan-like devotion, TSMC CEO C.C. Wei turned a high-stakes semiconductor summit into a personal tribute on February 5, 2026....

CATL and Changan Automobile, on February 5, 2026, launched the world's first mass-produced sodium-ion battery EV. According to IT Home and The Beijing News, brands including Avatr, Deepal, Qiyuan, and UNI will gradually adopt CATL's sodium-ion batteries, marking the technology's commercial rollout....

The third edition of the Asia Photonics Expo (APE) opened on February 4, 2026, at the Sands Expo and Convention Centre, bringing together the global photonics and semiconductor ecosystem for three days of networking, conferences, and industry collaboration through February 6, 2026....

SiTime said it will acquire assets related to Renesas Electronics' timing business in a transaction valued at about US$3 billion, as the Japanese chipmaker narrows its focus on embedded computing while retaining an equity stake in the US precision timing company....

As advanced packaging technologies continue to evolve toward larger sizes and panel formats, Skytech CEO George Yi stated that in response to the key process requirements of next-generation chip-on-panel-on-substrate (CoPoS) advanced packaging, the company has completed delivery of the world's first 310mm by 310mm panel-level packaging physical vapor deposition (PLP PVD) equipment. The equipment has been successfully introduced into the production line of a major semiconductor packaging and testing plant in Kaohsiung, Taiwan....

As year-end nears, several multinational technology companies with deep roots in China are reshaping their local workforce structures. Following a new round of layoffs at Amazon, Bosch China has reportedly initiated staff reductions across automotive systems and energy transition-related units....

Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price hikes due to higher metal costs, most Taiwanese manufacturers remain cautious as end consumer demand stays weak....

In the high-stakes theater of global chipmaking, TSMC Chairman C.C. Wei has mastered a rare skill: the art of the well-timed strategic masterstroke....

Driven by expanding AI servers, data centers, and new energy applications, third-generation semiconductor gallium nitride (GaN) is moving from niche technology toward mainstream power device solutions....

The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive growth in January 2026, with consolidated revenue for the month soaring to NT$8.41 billion (US$266.23 million), up 198.92% year over year and 44.78% sequentially. This marks the company's second consecutive month of record-breaking single-month revenue following December 2025....

Siemens has acquired French startup Canopus AI, adding AI-based metrology and inspection software to its electronic design automation (EDA) portfolio as it expands deeper into semiconductor manufacturing workflows....

TSMC has formulated a plan to mass-produce advanced 3nm chips in Kumamoto Prefecture, marking an unprecedented move within Japan. The company has notified the Japanese government of this initiative, with estimated equipment investment reaching US$17 billion....

Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset production....

Alphabet has signaled a transformative shift in its industrial strategy, unveiling a massive, sustained hardware build-out designed to break a persistent supply-side bottleneck....

Amazon is in discussions to secure special access to OpenAI's technology as it considers a multibillion-dollar equity investment in the AI company, according to a report by The Information. The talks highlight how major cloud providers are seeking closer relationships with leading AI model developers as competition in consumer and enterprise AI accelerates....