Arm-Qualcomm Verdict: $2 Damages, Bigger Stakes
A Delaware jury found Arm breached its architecture license agreement with Qualcomm and interfered with its Meta relationship — but awarded just $2 in damages. Here is what the verdict...
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Chip-seek Blog
Technical knowledge, market intelligence, and practical guidance for semiconductor procurement.
SK Hynix, Banks Launch $1.45B Supplier Fund
SK Hynix and four Korean banks launched a 2 trillion won supplier financing program, plus the TrinityFab test facility, to strengthen South Korea's semiconductor supply chain.
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Apple-Meta Muse Spark Open: Local AI and the Chip Supply Chain
The Apple-Meta Muse Spark Open announcement shows a capable open-weight model running locally on two 512 GB Macs, and what it means for memory, packaging, and the chip supply chain.
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Vicor's 337 Investigation: Luxshare, Foxconn and the Battle Over Vertical Power Delivery
A patent dispute over vertical power delivery has pulled Luxshare, Foxconn Industrial Internet and Ingrasys into a USITC investigation. The technology is becoming central to AI servers.
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Four Signals in the Chip Supply Chain: Demand Is Running Ahead of Capacity
AI demand, rising component prices, fully loaded fabs and long-term capacity lock-ups point to the same conclusion: supply is tight and demand is still accelerating.
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AI Optical Modules Are Sold Out to 2029: The Real Bottleneck in the AI Build-Out
Lumentum says its optical capacity is booked into early 2029, while FCC restriction rumors raise long-term questions. Here is the full analysis of the optical module supply chain, China's dominance...
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Electronic Component Date Codes: How Old Is Too Old?
Semiconductor Sourcing | Quality & Traceability A supplier offers you an IC with a 2021 date code. It is now 2026. Is the component too old to use? Not necessarily....
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NVIDIA Eyes Reflection AI: The 45x Valuation Jump and the Open-Weight Arms Race
A two-year-old startup founded by ex-DeepMind researchers has gone from USD 545M to USD 25B in valuation. NVIDIA wants in, and the prize is not just a model — it...
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ASML Q3 2026: EUR 11.7B Revenue, 57.5% Margin and a Lithography Shortage That Runs to 2028
ASML's Q3 2026 results show an AI-driven lithography boom: record margins, 113 new systems shipped, and customers discussing 2029 and 2030 orders. Capacity remains the constraint.
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Samsung Locks 80% of 2027 Memory Output for AI: The Breaking Story Behind the Memory Supercycle
Samsung has reportedly locked nearly 80% of its 2027 memory capacity into multi-year AI contracts with NVIDIA, Google and Microsoft. The full breaking analysis of HBM, DRAM pricing, Samsung's stock...
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Intel Kiryat Gat Fab Explosion: Supply-Chain Impact for Chip Buyers
An explosion at Intel's Kiryat Gat wafer fab in Israel injured three workers and involved NF3 gas. Here is what buyers should know about Fab 28, Fab 38 and processor...
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Electronic Component Availability: Why In-Stock Parts May Be Unavailable to Buy
A supplier may have thousands of electronic components in stock yet be unable to fulfill your order. Discover how MOQ, full-reel packaging, date codes, and supplier conditions affect actual component...
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