Semiconductor News & Analysis Feed
40 articles
2026-05-28
digitimes.com
2026-05-28
Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio to 1.3, surpassing levels seen at Japanese peers, including Murata, as tightening supply across the sector continues to extend lead times.
2026-05-28
americanbazaaronline.com
2026-05-28
The American Bazaar
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By Kashmira Konduparty
Taiwanese authorities suspect advanced Nvidia AI chips may have been illegally smuggled into China through Japan, according to a Bloomberg News report fitting people familiar with the matter. The investigation comes as the United States continues tightening export restrictions on high-end semiconductor technology destined for China. Officials are examining whether in
2026-05-28
www.taipeitimes.com
2026-05-28
Taipei Times
Taiwan prosecutors suspect that three individuals successfully smuggled at least one shipment of Nvidia Corp artificial intelligence (AI) chips to China after first exporting them to Japan, people familiar with the matter said.
The trio was detained last week by Keelung District Prosecutors Office for allegedly falsifying documents related to exports of Super Micro Computer Inc servers containing
2026-05-27
tomshardware.com
2026-05-27
Jowi Morales
Reports say that the three individuals successfully shipped a batch of banned Nvidia AI chips in Super Micro servers to China from Taiwan to Hong Kong via Japan using falsified documentation.
2026-05-27
www.investing.com
2026-05-27
Investing.com
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2026-05-27
cryptobriefing.com
2026-05-27
Crypto Briefing
Taiwan suspects smuggling of Nvidia chips to China via Japan in first formal crackdown
Taiwanese prosecutors have charged three individuals with forging export documents to reroute roughly 50 Supermic
2026-05-27
www.reuters.com
2026-05-27
Reuters
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2026-05-27
www.yahoo.com
2026-05-27
Yahoo
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2026-05-27
www.bloomberg.com
2026-05-27
Bloomberg.com
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2026-05-27
environmentenergyleader.com
2026-05-27
Environment+Energy Leader
Representatives from the Idaho Department of Commerce, the Boise Valley Economic Partnership (BVEP), and the City of Boise were in Japan from April 21 to 25 for an Innovative Tech Trade Mission that covered semiconductors, AI, aerospace, food technology, and logistics. Meetings included Hitachi, Mitsubishi Chemical Corporation, Sumitomo Corporation, and the Japan External Trade Organization (JETRO
2026-05-26
www.japantimes.co.jp
2026-05-26
The Japan Times
Taiwan overtook India in stock market value, powered mainly by a breakneck rally in the world’s largest chipmaker Taiwan Semiconductor Manufacturing Co.
The island’s market capitalization climbed to $4.95 trillion as of Monday, according to data compiled by Bloomberg. India’s value has dropped to $4.92 trillion. Taiwan’s stock market is now the fifth largest in the world, behind only the U.S., ma
2026-05-26
digitimes.com
2026-05-26
AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20 weeks. As a result, some orders that once went to major Japanese and South Korean suppliers are gradually spilling over to Taiwan-based makers.
2026-05-26
digitimes.com
2026-05-26
Kioxia is targeting 2027 production of its 10th-generation BiCS 10 NAND, a move that could help the Japanese memory maker narrow its technology gap with Samsung Electronics and SK Hynix as the South Korean rivals delay investment in their own next-generation NAND technologies, according to ZDNet Korea.
2026-05-26
digitimes.com
2026-05-26
Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing strong demand for high-efficiency power solutions in AI servers. The company is also beginning to see emerging demand from diversified applications such as AI robotics. As a result, production capacity in 2026 has alread
2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
Science
ChinaScience
Chip prodigy Da Bo returns to China after his role in TSMC’s 3nm plant in Japan
The acclaimed researcher’s goal is to bring Chinese semiconductor equipment, materials and components up to global standards
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Shi Huang
Published: 8:01pm, 25 May 2026
A Chinese chip pioneer who made his name in Japan – sweeping its top awards and
2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
Science
ChinaScience
Chip prodigy Da Bo returns to China after his role in TSMC’s 3nm plant in Japan
The acclaimed researcher’s goal is to bring Chinese semiconductor equipment, materials and components up to global standards
4-MIN READ
10
Listen
Make SCMP preferred on Google
Shi Huang
Published: 8:01pm, 25 May 2026
A Chinese chip pioneer who made his name in Japan – sweeping its top awards and
2026-05-25
www.scmp.com
2026-05-25
South China Morning Post
Science
ChinaScience
Chip prodigy Da Bo returns to China after his role in TSMC’s 3nm plant in Japan
The acclaimed researcher’s goal is to bring Chinese semiconductor equipment, materials and components up to global standards
4-MIN READ
10
Listen
Make SCMP preferred on Google
Shi Huang
Published: 8:01pm, 25 May 2026
A Chinese chip pioneer who made his name in Japan – sweeping its top awards and
2026-05-25
www.japantimes.co.jp
2026-05-25
The Japan Times
SHANGHAI/BEIJING –
Huawei Technologies said on Monday its high-end chips will have transistor density equivalent to 1.4-nanometer processes in five years, underscoring Beijing’s efforts to neutralize U.S. sanctions that have made it hard for China to build advanced chips.
Huawei did not provide independent performance data, but the target, unveiled at a semiconductor symposium in Shanghai, is
2026-05-21
www.cnbc.com
2026-05-21
CNBC
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2026-05-20
www.trendforce.com
2026-05-20
TrendForce
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