The chip price hike wave is extending into 2H26, with capacity expansion emerging as a key driver behind the latest increases. EE Times China, citing industry sources, reports that Analog Devices (ADI) has notified global distributors and direct customers of its second company-wide price adjustment ...

Samsung and SK hynix are accelerating the adoption of artificial intelligence (AI) agents in semiconductor manufacturing equipment. According to The Elec, SK hynix has begun a phased deployment of AI agents across its back-end production lines in Cheongju, though the specific equipment involved has ...

With Samsung reportedly lifting HBM4 yields to around 80%, the race between South Korea’s two memory giants is set to intensify in the second half. While NVIDIA’s Vera Rubin remains a major HBM demand driver, MoneyToday Broadcasting (MTN) reports that customer diversification and rising general-...

Intel CEO Lip-Bu Tan has hinted at a potential return to the memory market as AI reshapes memory’s strategic importance. According to Tom’s Hardware, Tan said he had previously avoided investing in memory because of its commodity nature, but now believes the industry is ripe for innovation as ne...

Competition in the compound semiconductor market is heating up, with the battle now extending to patents. According to Reuters, chipmaker Navitas has sued Japan-based rival Renesas in Texas federal court for allegedly infringing patents related to next-generation chip technologies. Navitas claims th...