Electronics

Applied Materials jumps 12% as AI chip demand drives strong revenue forecast

By Axel Miller | 13 Feb 2026

Applied Materials shares surge after forecasting $7.65bn in Q2 revenue, driven by strong AI chip and memory demand.

AI Chip Stocks Stumble: AMD Plunges 6% on Weak Outlook as Nvidia Selloff Deepens

By Cygnus | 04 Feb 2026

AI chip stocks stumble as AMD plunges on weak revenue outlook and Nvidia shares slide amid profit-taking and valuation fears.

SK Hynix posts record quarterly profit, sees AI driving memory chip demand

By Axel Miller | 28 Jan 2026

SK Hynix posted a record Q4 profit of $13.5 billion, driven by booming AI memory chip demand and strong pricing, while announcing a large share cancellation and U.S. expansion plans.

Micron to invest $24 billion in new Singapore memory chip plant

By Cygnus | 27 Jan 2026

Micron plans a $24 billion memory chip fab in Singapore, with NAND production slated for late 2028 and HBM packaging starting in 2027, as global AI demand soars.

Apple supplier Pegatron targets March-end completion of first U.S. factory in Texas

By Cygnus | 23 Jan 2026

Apple supplier Pegatron expects its first U.S. factory in Texas to be completed by end-March 2026, with trial production planned for late March or April.

Intel warns of AI chip supply crunch; shares slide 13% on weak Q1 2026 forecast

By Axel Miller | 23 Jan 2026

Intel shares fell 13% after hours after the chipmaker forecast weak Q1 2026 results and warned supply constraints are limiting AI data center chip shipments.

Surging Memory Chip Prices Dim Outlook for Consumer Electronics Makers

By Axel Miller | 22 Jan 2026

Rising memory chip prices driven by AI server demand are squeezing device makers, raising consumer electronics prices and dimming shipment outlook for 2026.

GlobalWafers Prepares Phase Two Expansion at Texas Wafer Plant, Chairperson Says

By Axel Miller | 21 Jan 2026

GlobalWafers is preparing a phase two expansion at its Texas silicon wafer plant, chairperson Doris Hsu said, as U.S. demand drives supply chain reshoring.

Micron to Buy Powerchip Taiwan Fab for $1.8 Billion to Fuel AI Memory Push

19 Jan 2026

Micron will buy Powerchip’s P5 fab site in Taiwan for $1.8 billion in cash, gaining 300,000 sq ft of cleanroom space to expand DRAM capacity as AI demand surges.

Taiwan positions itself as strategic AI partner to US after tariff deal

By Cygnus | 16 Jan 2026

Taiwan aims to deepen AI and semiconductor ties with the US after a tariff deal cutting rates to 15% and boosting investment plans led by TSMC.

Trump Imposes 25% Tariff on Select AI Chips to Push Domestic Production

By Axel Miller | 15 Jan 2026

Trump imposes a 25% tariff on select advanced computing chips under Section 232 to push U.S. semiconductor manufacturing, while allowing exemptions tied to domestic supply-chain buildout.

TSMC Posts Record Q4 Profit, Signals 2026 Capex Surge to Power AI Buildout

By Cygnus | 15 Jan 2026

TSMC reported record Q4 profit and raised 2026 capex guidance to $52–$56 billion as CEO C.C. Wei confirmed progress on Arizona fab expansion under its $165B U.S. plan.

AI-Driven Memory Crunch Raises Smartphone Cost Pressure; OPPO Bets on ‘Value-First’ Strategy

By Axel Miller | 14 Jan 2026

AI data centers are tightening global memory supply, raising cost pressure on smartphones in 2026. OPPO is responding with a value-first strategy focused on utility-driven AI features and service reach.

Tesla to Retire Upfront FSD Purchase, Move to Subscription-Only From Feb. 14

By Cygnus | 14 Jan 2026

Tesla will end the upfront Full Self-Driving purchase option after Feb 14, 2026, shifting new activations to a subscription-only model, Elon Musk said.

SK Hynix to Invest $13 Billion in “P&T7” Advanced Packaging Hub to Cement AI Leadership

By Cygnus | 13 Jan 2026

SK Hynix will invest 19 trillion won ($12.9B) in a new P&T7 advanced packaging hub in Cheongju to scale HBM3E and HBM4 output for AI memory demand.

Samsung Profits Triple to Record $13.8 Billion as AI Memory Supercycle Hits Full Throttle

By Axel Miller | 08 Jan 2026

Samsung Q4 profits triple to a record 20 trillion won as AI memory demand surges. HBM4 and DDR5 price hikes drive historic earnings for the tech giant.

Qualcomm explores 2nm chip production with Samsung; rekindles dual-foundry strategy

By Axel Miller | 07 Jan 2026

Qualcomm CEO Cristiano Amon confirms at CES 2026 that the company is exploring 2nm chip production with Samsung Foundry, marking a strategic return to dual-sourcing for the upcoming Snapdragon 8 Elite Gen 5.

Dell Positions India as Key Growth Engine, Revives Iconic XPS Brand for AI-PC Push

By Cygnus | 06 Jan 2026

Dell revives the XPS brand at CES 2026; focuses on India's AI-PC market with Intel Core Ultra 3 and 14.6% market share.

South Korea indicts 10 in multi-trillion won chip espionage linked to China’s CXMT

By Cygnus | 26 Dec 2025

South Korea indicts 10 for stealing Samsung's 10nm DRAM secrets for China’s CXMT. A “handwritten notebook” heist caused an estimated 5 trillion won loss.

Samsung unveils Exynos 2600: world’s first 2nm chip to power Galaxy S26

By Cygnus | 19 Dec 2025

Samsung launches Exynos 2600, the world’s first 2nm smartphone chip with 10-core CPU and AMD graphics, set to power Galaxy S26.

STMicroelectronics ships over 5 billion chips for Starlink, sees sharp growth ahead

By Cygnus | 15 Dec 2025

STMicroelectronics ships 5 billion chips for Starlink, targeting aggressive growth as user count hits 8 million. Read how the EU chipmaker is powering SpaceX’s internet constellation.

Foxconn to Invest $510 Million in New Kaohsiung Headquarters in Taiwan

By Axel Miller | 12 Dec 2025

Foxconn commits $510M to build a new 45-story headquarters in Kaohsiung’s Asia New Bay Area. The “Y15” complex will drive EV and AI innovation, with completion targeted for 2033.

Apple’s Foxconn ramps up India investment with massive iPhone campus near Bengaluru

By Cygnus | 22 May 2025

Apple’s key manufacturing partner, Foxconn, is deepening its footprint in India with a sprawling new 300-acre production campus near Bengaluru.

CCI finds Amazon and Flipkart favouring select phone makers like Samsung and Xiaomi

20 Sep 2024

The Competition Commission of India (CCI) has found e-market places Amazon and Flipkart to be colluding with select smartphone makes such as Samsung, Xiaomi and other major companies

Samsung SDI, General Motors to build $3.5 bn joint venture EV battery plant in US

30 Aug 2024

Battery and electronic materials maker Samsung SDI on Wednesday announced the signing of a joint venture agreement with US auto maker General Motors for setting up a factory