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AI chip startup Fractile is reportedly in advanced talks to secure a valuation above $6.5 billion. The discussions follow a supply agreement with Anthropic and would represent more than a sixfold increase from its May valuation.
Marvell Technology has granted Google the right to purchase up to $12.2 billion of Marvell shares as part of a custom-chip arrangement. Google will buy Marvell’s custom chips, and Marvell’s stock rose as much as 14% after the disclosure.
Samsung reportedly increased prices for new orders using its 4nm, 5nm, and 8nm foundry processes in July. Price increases reportedly reach 15% for customers in China as AI demand fills available 4nm capacity.
ByteDance and Tencent have reportedly each received 10,000 NVIDIA H200 chips. The deliveries could expand Chinese companies’ access to high-end AI computing despite ongoing U.S. export restrictions.
Super Micro Computer completed an independent investigation into its export compliance program. Investigators concluded that senior management had no knowledge of an alleged scheme to divert Nvidia chips.
Korean semiconductor equipment makers Wonik Engineering and PSK reportedly saw their China revenue fall by more than 40% in 2025. The decline is linked to CXMT’s slower investment pace and the acceleration of domestic semiconductor equipment substitution in China.
SK hynix, Samsung Electronics, and other memory leaders are using share buybacks and shareholder returns to strengthen market confidence. The article analyzes what these moves indicate about the current stage of the memory industry's potential supercycle.
未正式發布的 Snapdragon 8 Elite Gen 6 Pro 拆焊工程樣品已在中國市場出現，單顆售價約 42 美元。高通預計將於下月 Snapdragon 技術峰會發布該平台及標準版。