Semiconductor News & Analysis Feed

Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT chip platforms despite supply chain pressures affecting the broader electronics industry.

While AI-demand-driven shortages have primarily impacted advanced processors and memory, the rapid expansion of supporting infrastructure is also increasing pressure on semiconductor packaging technologies and essential passive components. As companies race to increase their AI capabilities, the industry is working in parallel to address these emerging constraints. But the news is not all bad. Re