As the global foundry race moves toward the 2nm era, Japan’s chip material makers are ramping up investment to secure their position at the heart of advanced manufacturing. According to Nikkei, major Japanese chip material companies have recently announced new investment plans, including Tokyo Ohk...

SoftBank is pressing ahead with its AI ambitions and may look to strengthen its hardware foothold. In a striking reveal, Bloomberg reports that founder Masayoshi Son has long eyed Marvell as a potential target and reportedly explored acquiring the US chipmaker earlier this year—a move that would h...

Qualcomm’s latest quarterly results come amid growing scrutiny of its partnership with Samsung, as the Korean tech giant steps up efforts to reduce reliance on Qualcomm chips. According to Reuters, Qualcomm CEO Cristiano Amon said the company was prepared for a smaller share of Samsung’s next-ge...

As the memory supercycle shows no signs of slowing, pricing has moved from quarterly cycles to rapid, monthly—and even daily—adjustments. Yicai Global, citing traders in Shenzhen’s Huaqiangbei, China’s largest electronics hub, reports that the surge is so fast it’s like “a new price ever...

．TV Entering November, demand for TV panels has only slightly weakened, with some brands still willing to place orders. Meanwhile, certain panel makers, aiming to hit their annual targets, have made only minor adjustments to utilization rates while actively coordinating with brand demand. As th...