TSMC is reportedly shifting some back-end packaging orders to Intel Malaysia due to CoWoS capacity constraints. C.C. Wei welcomed this diversification. Watch: This mitigates TSMC's immediate crunch but alters the competitive landscape for packaging capacity.
TBI Motion Technology reported Q2 2026 profitability and extended order visibility into 2027 due to strong demand. The Taiwan-based manufacturer is expanding into humanoid robotics, showcasing a lower-limb module this week.
Coherent Corp has begun sampling 300mm high-thermal-conductivity silicon carbide substrates to leading AI semiconductor partners. This move advances its scalable materials platform to address the increasing thermal management demands of AI and HPC systems. Bullish: Indicates growing demand for advanced SiC substrates in the AI sector.
Samsung Foundry delays 1.4nm mass production to 2029, sticking with 2nm for three years. TSMC plans 1.6nm A16 mass production in H2 2026, while Samsung delays High-NA EUV adoption. Neutral. This is a roadmap adjustment with no immediate impact on spot prices.
Lexar launched the Thor Ultra series of PCIe 5.0 NVMe SSDs with speeds up to 11 GB/s and capacities from 512 GB to 4 TB. The drives feature a 6 nm controller and HBM technology. Impact: Neutral.
Rise Design Automation introduced IPCreate and IPTransform platforms using AI to generate 1 million gates in a week, offering 30X faster simulation speeds than RTL. These tools aim to accelerate time-to-market for complex systems like RISC-V.
New AI-driven design methodology may shift long-term design efficiency.
Peraso Inc. launched the PRM2145, a 60GHz mmWave module for defense and UAV applications. The module offers gigabit throughput and jam resistance. Bullish for Peraso's defense/UAV market share.
Neuromorphic chips face security vulnerabilities like side-channel attacks due to their fused memory-compute architecture. Unlike traditional processors, these brain-inspired systems expose silicon and timing circuits to new cyber threats. Neutral impact on immediate trading decisions.
Nvidia has booked TSMC's 1.6nm (A16) process capacity for its Feynman GPU, targeting mass production in H2 2028. The A16 process, succeeding the 2nm N2, utilizes GAA transistors and backside power delivery for improved density and speed. Bullish: Confirms strong future demand for TSMC's advanced nodes and Nvidia's high-end roadmap.
Panasonic introduces Thick Film Current Sensing Resistors as a cost-effective alternative to metal shunts, offering up to 50% savings and improved thermal performance for low-to-medium current applications.
TSMC and Micron are driving strong first-half 2026 profits for Taiwan's 'fab five' (UIS, MIC, L&K Engineering, YKE, Acter) with high order backlogs, as they expand into the US, ASEAN, and Singapore.
Tripod Technology reported record revenue and profit in Q2 2026, with gross margins exceeding 30% for the first time. This performance was driven by strong shipments of server and memory products alongside successful price increases.
The margin expansion and record highs signal robust demand for server and memory PCBs.
Researchers from TSMC and National Yang Ming Chiao Tung University engineered a 0.42-nanometer aluminum-oxide interface for monolayer MoS₂ transistors, enabling strong gate control. This breakthrough addresses interface defects in 2D semiconductors but has no immediate impact on current trading prices or supply chains.
NoMIS Power demonstrated a 6.5 kV SiC MOSFET with >8 kV blocking voltage and 90 mΩ Rds(on), currently in sampling. Mass production is scheduled for Q4 2026, extending their roadmap to 10 kV+ devices.
Blaize and SPHERE AX signed an MOU to jointly develop next-generation physical AI solutions for the global market. The partnership combines Blaize's AI semiconductor technology with SPHERE AX's software expertise to advance edge AI computing. Watch: While this collaboration targets significant market expansion, it currently has no immediate impact on spot prices or inventory levels.
Delta Electronics and Lite-On Technology are increasing capital expenditure to 9% of revenue to meet the surging demand for power and cooling solutions in AI data centers. Chipmakers like Nvidia and AMD are refreshing platforms annually, driving up power density and thermal requirements. This capacity expansion is necessary to avoid missing design cycles amid intense competition.
Waaree Transpower secured a $16.5 million order for 8.3 MVA Medium Voltage (MV) skids for Battery Energy Storage Systems (BESS). The containerized, IEC-compliant solution began shipments in July 2026. Bullish for power semiconductor demand in the BESS sector.
YMTC overtook Micron and Kioxia in Q2 NAND unit shipments to capture 14% market share, ranking third globally. Record industry revenue surged fivefold due to AI workload migration to inference, driving enterprise SSD demand and supply tightness. This bullish demand environment supports NAND price increases despite YMTC's current revenue mix disadvantage.
Yole forecasts the xEV power-device market to reach $14.5 billion by 2031, with SiC MOSFETs growing at a 21.5% CAGR. Driven by 800V architectures and Chinese BEV demand, SiC and GaN adoption is accelerating, though SiC manufacturers face overcapacity risks.
SK hynix reported record Q2 revenue driven by AI memory demand, with server DRAM prices rising and mobile ASPs improving. Analyst Ryu Hyung-keun expects supply constraints and sustained growth through 2027, citing HBM4 contributions and disciplined CapEx.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
iPhone DuoFirst-pass chip map: 12 modules, 37 checkable identifiers (31 A / 6 B) and 19 public MPNs (16 externally searchable); A20 Pro, C2, N1 and the power/RF chains are located, while the NAND brand stays unconfirmed.All teardowns| Analog | $0.68 | −5.9% |
|---|---|---|
| Connector | $0.75 | +0.2% |
| CPU | $386.74 | −21.3% |
| DDR4 | $88.40 | −0.2% |
| DDR52026-W13 | $14.89 | −11.2% |
| GPU | $478.20 | +8.2% |
| MCU | $0.68 | −61.7%Unusual |
| MLCC | $0.01 | +54.0%Unusual |
| MOSFET | $0.12 | −82.8%Unusual |
| PMIC2026-W13 | $0.44 | −12.5% |
| SSD/HDD | $288.43 | n/a |