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Major Taiwan-based chip supplier to Nvidia announces plans to build billion-dollar US factory - Washington Examiner

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www.washingtonexaminer.com 2026-07-11 Washington Examiner

Taiwanese chip-testing company King Yuan Electronics said Friday it plans to invest up to $1.4 billion to establish a U.S. facility. Headquartered in Hsinchu, Taiwan, King Yuan Electronics serves as a major supplier to AI chip company Nvidia , the world’s most valuable company, thanks in part to its monopoly in artificial intelligence chip production. Recommended Stories Virginia county halts dat

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Apple's US$30 billion Broadcom deal puts its server-chip plans back in focus

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digitimes.com 2026-07-10

Apple and Broadcom have extended their custom-chip partnership through 2031 under agreements expected to exceed US$30 billion, reinforcing Broadcom's position as a critical Apple chip supplier.

Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

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digitimes.com 2026-07-02

Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition with MediaTek. For global readers, the move highlights how chip suppliers are jockeying to win long-term contracts from major cloud providers, where design wins can shape revenue, supply chains, and future AI infrastructure.

MediaTek price hike signals broader cost pressure for Taiwan IC design houses

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digitimes.com 2026-06-24

Reports of MediaTek price adjustments appear to confirm a broader pricing trend across Taiwan's IC design sector. Industry sources said many small and mid-sized chip suppliers have spent the past three months discussing potential price increases with customers, but MediaTek's move carries particular significance given its scale and market position.

3 Chip Supplier Stocks For AI Demand And P E Risk - simplywall.st

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simplywall.st 2026-06-21 simplywall.st

United States/Semiconductors/NasdaqGS:TSEM 3 Chip Supplier Stocks For AI Demand And P E Risk June 21, 2026 Simply Wall St Reviewed by Sasha Jovanovic AI driven demand for key electronics components is squeezing hardware makers like Nintendo and Sony through shortages, higher parts prices, and rising tariffs, while some upstream suppliers sit closer to the pressure point in this supply chain. When

Semiconductor Industry Artificial Intelligence Chip Manufacturing Supply Chain Shortage Valuation Risk Consumer Electronics Data Storage FPGA

Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

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digitimes.com 2026-06-11

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for the cloud AI connectivity chip supplier as demand grows for scale-up infrastructure in AI clusters.

How an alliance of Taiwanese chip suppliers cracked Intel's supply chain with a FOUP solution

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digitimes.com 2026-06-11

TSS Semiconductor Alliance, a group of 18 small and medium-sized Taiwanese suppliers of semiconductor materials, components and equipment, is preparing to form a third cohort as members seek to expand their role in global chip supply chains.

This Nvidia Chip Supplier Is In The Middle Of A Legendary Comeback - Investor's Business Daily

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www.investors.com 2026-06-06 Investor's Business Daily

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Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains

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digitimes.com 2026-05-25

Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a positive sign for Microsoft and could generate momentum for the mass production of its recently unveiled Maia 200 chip, while ASIC players such as Global Unichip and Ethernet chip suppliers Marvell Technology and Broadco

Melexis NV stock (BE0165385973): automotive chip supplier in focus after recent trading update - AD HOC NEWS

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www.ad-hoc-news.de 2026-05-24 AD HOC NEWS

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Nvidia AI Outlook Lifts Asian Chip Suppliers - TradingView

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www.tradingview.com 2026-05-22 TradingView

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Nvidia AI Outlook Lifts Asian Chip Suppliers - GuruFocus

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www.gurufocus.com 2026-05-22 GuruFocus

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