The data center accelerator market is becoming increasingly crowded, with more major chipmakers entering the segment—including in heavily regulated China. According to Nikkei, citing Qualcomm CEO Cristiano Amon, the company is working to bring its full suite of four data center product lines to th...

Shortly after announcing a strategic agreement with Anthropic covering AI memory and storage architecture design—part of its broader push into Strategic Customer Agreements (SCAs)—Micron expanded on its long-term deal pipeline during its latest earnings call. According to Investing.com, the c...

As the surge in AI server demand continues, MLCC (multilayer ceramic capacitors) prices continue to climb. According to YiCai Global, in Shenzhen’s Huaqiangbei market, quotations are reportedly changing at extreme speed, with traders describing a situation where MLCC prices are being updated as fr...

Fueled by the AI boom, Micron delivered another blockbuster quarter in 3QFY2026, with revenue surging 74% sequentially and profit more than doubling from the previous quarter, according to its press release. Gross margin climbed to a record 84.9%, well above the company's 81% forecast and up sharply...

As TSMC accelerates development of CoPoS (Chip-on-Panel-on-Substrate), Taiwan OSAT leader ASE is also making steady progress in fan-out panel-level packaging (FOPLP). According to TechNews, citing COO Tien Wu at the June 24 shareholders’ meeting, ASE’s first fully automated high-volume productio...