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Littelfuse issues price increase notice
Micron says memory shortages will persist until 2028
Arm reshapes business, creates physical AI unit to expand robotics and automotive push
ASE may raise packaging prices by 5%–20%, above prior expectations
Samsung, SK Hynix shift DRAM sales from long-term to quarterly contracts
TSMC weighs further Arizona expansion with fabs and advanced packaging
Marvell to buy XConn in $540 mln deal to strengthen AI data centre networking
Memory shortages lift Samsung’s fourth-quarter profit outlook
Japan plans sharp increase in 2026 chip and AI budget, signaling long-term commitment
AI demand tightens GPU supply, squeezing consumer graphics market
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