Component sourcing news
What changed today, why it matters for your BOM, and what to watch. Every factual claim is traceable to the source it came from; our own analysis is labelled and kept separate.
EN · single language
Editorial policy
Briefs 77
Categories 4
Tracked topics 47
RSS feed
No sign-in needed to read: all briefs, all approved comments, the most-liked replies, poll results and editor's picks.
Sign-in required: comment · reply · like · vote · follow a topic
Source sanity (S1)
Fetched in last 24 h 85
Clean prose 6630
Rejected before any model call 807
Bad-source rate 11%
Gate (spec v2.9)
Pass 113
Hold (human review) 523
Reject 148
Release rate 14%
Publishing volume
Today / daily limit 2 / 10
Sensitive-topic escalations 0
Auto-publish Off (shadow period)
All
Semiconductor News 77
Industry Insights 33
New Products 25
Company News 6
Semiconductor News
Samsung Foundry is reportedly set to fabricate Anthropic's custom AI accelerator on its 2 nm SF2 node, with Broadcom handling design. The deal could shift AI ASIC sourcing away from TSMC.
Semiconductor News
Micron reports record fiscal Q4 2026 revenue of $54.2B and warns that DRAM and NAND tightness will deepen in 2027-2028 as AI demand absorbs new clean-room capacity.
Semiconductor News
TrendForce sees conventional DRAM up 10-15% QoQ and NAND Flash up 15-20% QoQ in 4Q26, as suppliers keep feeding AI-server lines while consumer demand stays soft.
Semiconductor News
An anonymous YMTC staffer projects three more years of tight memory supply, even as YMTC shifts capacity to higher-margin chips and raises prices.
Semiconductor News
TSMC is evaluating six-fab Texas expansion on top of Arizona. Here is what the report says and what it changes for buyers of US-made silicon.
About the data on this page. Charts on this site are native SVG data visualisations built from verified data held on this site; there are no decorative illustrations and no hot-linked third-party images.
Tracked topics
abb+industry-insights — 1 briefs
· latest Oct 11, 2026
amd+semiconductor-news — 8 briefs
· latest Oct 20, 2026
asrock+new-products — 1 briefs
· latest Oct 11, 2026
asus+semiconductor-news — 1 briefs
· latest Oct 11, 2026
broadcom+semiconductor-news — 2 briefs
· latest Oct 11, 2026
carrier+semiconductor-news — 1 briefs
· latest Oct 13, 2026
coherent+semiconductor-news — 1 briefs
· latest Oct 9, 2026
delta+industry-insights — 1 briefs
· latest Oct 11, 2026
delta+new-products — 1 briefs
· latest Oct 11, 2026
delta+semiconductor-news — 1 briefs
· latest Oct 11, 2026
epc+industry-insights — 2 briefs
· latest Oct 25, 2026
espressif-systems+new-products — 3 briefs
· latest Oct 23, 2026
generic+new-products — 1 briefs
· latest Oct 11, 2026
generic+semiconductor-news — 1 briefs
· latest Oct 9, 2026
intel+new-products — 1 briefs
· latest Oct 11, 2026
intel+semiconductor-news — 8 briefs
· latest Oct 26, 2026
littelfuse+new-products — 1 briefs
· latest Oct 11, 2026
microchip-technology+semiconductor-news — 1 briefs
· latest Oct 9, 2026
micron+new-products — 1 briefs
· latest Oct 11, 2026
micron+semiconductor-news — 4 briefs
· latest Oct 20, 2026
nvidia+company-news — 3 briefs
· latest Oct 11, 2026
nvidia+industry-insights — 2 briefs
· latest Oct 11, 2026
nvidia+semiconductor-news — 9 briefs
· latest Oct 22, 2026
nxp+new-products — 1 briefs
· latest Oct 11, 2026
qualcomm+industry-insights — 1 briefs
· latest Oct 11, 2026
qualcomm+semiconductor-news — 1 briefs
· latest Oct 6, 2026
raspberry-pi+new-products — 6 briefs
· latest Oct 18, 2026
raspberry-pi+semiconductor-news — 1 briefs
· latest Oct 7, 2026
raytheon+industry-insights — 1 briefs
· latest Oct 11, 2026
renesas+semiconductor-news — 1 briefs
· latest Oct 8, 2026
rockchip+new-products — 1 briefs
· latest Oct 11, 2026
rohm+semiconductor-news — 1 briefs
· latest Oct 8, 2026
samsung+company-news — 2 briefs
· latest Oct 20, 2026
samsung+semiconductor-news — 4 briefs
· latest Oct 11, 2026
schneider-electric+industry-insights — 1 briefs
· latest Oct 11, 2026
siemens+industry-insights — 1 briefs
· latest Oct 11, 2026
sit+new-products — 1 briefs
· latest Oct 11, 2026
sit+semiconductor-news — 2 briefs
· latest Oct 14, 2026
sk-hynix+company-news — 1 briefs
· latest Oct 18, 2026
sk-hynix+semiconductor-news — 1 briefs
· latest Oct 8, 2026
sony+semiconductor-news — 2 briefs
· latest Oct 15, 2026
sp-industrial+semiconductor-news — 1 briefs
· latest Oct 16, 2026
stmicroelectronics+semiconductor-news — 1 briefs
· latest Oct 23, 2026
toshiba+new-products — 1 briefs
· latest Oct 11, 2026
toshiba+semiconductor-news — 1 briefs
· latest Oct 11, 2026
tsmc+semiconductor-news — 2 briefs
· latest Oct 13, 2026
western-digital+semiconductor-news — 1 briefs
· latest Oct 23, 2026
A topic page needs at least two independent outlets. Single-source stories get a brief but no topic page.
Frequency board
Primary sources 0
Trade press 0
Aggregators 0
Unclassified 77
Single source is not multi-source — a release republished by two outlets is still one source.
Ranked by brief count, not by traffic.
Cost pressure snapshot
Near-term direction (composite of eligible dimensions):
-9.1 neutral
input_cost — z · 52 d lag · stale
supply_demand — z -1.4711 · 46 d lag
fx_energy — z 0.2546 · 5 d lag
As of Oct 26, 2026 .
How we report
Dated, attributed, source-linked. Every fact traces to a numbered source.Facts ≠ analysis. “What happened” reports; our own reasoning is labelled separately.No invented numbers. Undisclosed figures stay undisclosed; a zero count is shown as zero.Automated draft, deterministic gates, human review.
Editorial policy · Corrections
