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China Warns of Fresh Chip Shortages as Nexperia’s Internal Fight Escalates

The stakes are high because Nexperia’s widely used automotive and discrete chips sit across global supply chains.

EnPro Sets 2026 Outlook for 8%–12% Sales Growth as AST Recovery Skews to Second Half

Applied Materials Heads Into Q1 Earnings With $6.85 Billion Revenue Guide

Taiwan Rejects U.S. Push to Move 40% of Its Chip Capacity

SIA Sees Semiconductor Sales Reaching $1 Trillion in 2026 on AI Boom

TSMC’s AI Boom Lifts Margins and Supercharges Spending as U.S. Expansion Accelerates

TSMC Steps Up Arizona Expansion as Taiwan Land Limits Bite and U.S.–Taiwan Tariff Deal Nears

TSMC Maps Faster Growth for 2026 and Retools Manufacturing for the AI Era

Nvidia Overtakes Apple as TSMC’s Biggest Customer, Reshaping Chipmaking Priorities

Micron Breaks Ground on New York Megafab, Moves to Buy Taiwan Plant as AI Memory Demand Sends Shares to Record

Asus Denies Plan to Build DRAM Fabs as Memory Crunch Deepens

G.Skill Blames AI-Driven Shortage for DRAM Price Surge, Urges Caution on Purchases

Texas Instruments Starts Production at $40 Billion Sherman Chip Plant

Nvidia’s $2 Billion Synopsys Stake Lifts Shares as Valuation Concerns Intensify

Taiwan Indicts Tokyo Electron Taiwan Unit in TSMC 2nm Trade-Secret Case

Samsung Lifts DDR5 Contract Prices Up to 60% as AI Memory Crunch Deepens

Nexperia Feud Deepens: China Rebukes Dutch Minister as Company Rolls Out Stopgap Supply Routes

Applied Materials Beats Q4, Lifts Outlook as China Curbs Darken 2026

Intel Cuts 669 More Oregon Jobs, Pushing 2025 Local Losses Past 3,000

DDR5 RAM Prices Hit Record Highs as Suppliers Curb Deals During AI-Driven Shortage