PCB People reported a 309% year-over-year increase in order income for the first half of 2026, driven by a surge in demand for resilient and transparent PCB supply chains.
Tesla's AI5 chip taped out at Samsung Foundry using 2nm-class technology and will enter mass production soon, months after TSMC. The chip integrates 12 SK hynix memory packages (GDDR6/GDDR7) with a 384-bit bus. Bullish for Samsung Foundry and SK hynix due to high-volume production expectations.
Rochester Electronics and Qorvo have signed a worldwide distribution agreement to ensure the long-term availability of Qorvo's RF and power semiconductor solutions.
Micron committed up to $500 million to GlobalWafers' Texas plant to secure 300mm wafer supply, while raising its total US spending to over $250 billion by 2035 to manufacture 40% of its DRAM domestically. This strategic move addresses critical input shortages and secures a long-term supply chain for advanced manufacturing. The investment signals a major shift in US semiconductor production capacity.
Richardson Electronics has been selected by C-Motive Technologies to manufacture the motor drive controller for the ZeroMag motor, with commercial production scheduled to begin in 2027. This partnership provides Richardson with engineering support and volume manufacturing services for the electrostatic motor technology. Bullish for Richardson's future manufacturing pipeline.
Pegatron reported June revenue of NT$91.296 billion, up 15.9% year-over-year but down 4.9% month-over-month, driven by server shipments and AI expansion. Management expects steady AI revenue growth in 2026. Bullish for supplier demand.
CMI reported a June revenue rebound with Q2 revenue reaching NT$597 million, up 3.6% sequentially, driven by AI-led device demand and increased consumer electronics shipments despite ongoing shortages in automotive and notebook memory.
Sager Electronics added APEM to its line card, expanding its electromechanical and HMI component offerings. This partnership leverages APEM's portfolio under IDEC to provide broader market access. Neutral impact on pricing; positive for supply availability.
STMicroelectronics launched the STM32C5 series of cost-effective microcontrollers featuring an Arm Cortex-M33 core. Mouser Electronics is currently shipping these parts, targeting entry-level smart home and consumer applications. The launch introduces a new performance standard but does not immediately impact existing component prices.
Coretronic reported Q2 revenue exceeding NT$10 billion, driven by improved demand in energy-saving products despite persistent weakness in display segments. The mixed performance highlights ongoing supply chain challenges from tariffs and geopolitical risks.
SK Hynix CEO Kwak Noh-jung forecasts 2027 as the worst year for memory shortage, extending until 2030, driven by AI data center demand and HBM requirements.
Samsung Electronics' preliminary Q2 2026 results show record semiconductor profits driven by AI server demand, while TV and appliance businesses remain under pressure. Bullish: AI server demand surge supports pricing and capacity utilization.
Former NVIDIA researcher Mark Ren leads Agentrys in launching Agentic Design Automation (ADA), a platform utilizing AI agents to automate chip design workflows and engineering tasks.
Stackpole expands its CSSU series of high-power metal alloy current sense resistors with new 0.5 mΩ and 20 mΩ options. Designed for high-current applications like battery management and automotive electronics, the series offers low resistance and AEC-Q200 qualification. Neutral impact: No shortage or price movement reported, only product line expansion.
Samsung Electronics expects Q2 profits up 18x YoY to $58 billion, driven by 40% QoQ DRAM and 50% QoQ NAND price increases. Bullish for memory spot prices.
The Global Electronics Association strengthens North American supply chains through collaboration and standards. It assists manufacturers and procurement teams in balancing cost, continuity, and compliance. Neutral impact on trading decisions.
The article discusses design and sourcing considerations for automotive key fobs, highlighting components like CR2032 batteries and durability requirements.
Phison Electronics reported first-half 2026 revenue exceeding NT$100 billion, driven by a 47% year-over-year increase in mobile controller shipments and a 5,600% surge in PCIe SSD boot drive shipments. Despite global smartphone shipment declines, AI project orders extending into 2027 indicate strong demand for NAND controllers.
Rapidus targets 2nm wafer pricing of $18,460-$21,540, undercutting TSMC's $30,000 and Samsung's $20,000, while established foundries raise prices 5-15%.
Rapidus has successfully produced a 2nm GAA prototype and secured government funding, but currently lacks any committed volume customers for its 2027 mass production target. Despite having 60 potential partners in talks, the absence of signed agreements poses a risk to the project's immediate supply chain viability.
Whose chips are really inside the hottest new products? We open them up and show you, one part at a time.
| 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 |