Fabs, process nodes, HBM and the supply chain that everything in AI ultimately depends on.
389 articles
Samsung Electronics is facing a major labor crisis as employees in the foundry division protest against significant pay gaps compared to the memory division, fueled by tensions over AI-driven profit distribution.
IT之家 · 125d ago
UBS reports suggest Intel could secure a spot in NVIDIA's supply chain for the upcoming Rubin Ultra AI platform by providing its EMIB-T advanced packaging technology. This move aims to leverage Intel's heterogeneous integration capabilities for high-performance AI chips.
IT之家 · 126d ago
SMIC reported Q1 2026 revenue of $2.5 billion, with a gross margin of 20.1%. The company expects strong growth in Q2 driven by rising demand for mature process power products and increased capacity utilization.
虎嗅 · 128d ago
Meta introduces 'Stealth Chat' on WhatsApp for privacy, OpenAI confirms no data breach in TanStack attack, and Samsung reduces chip production ahead of potential strikes.
36氪 · 128d ago
SMIC has acquired SMIC North in an all-stock deal valued at 40.6 billion yuan, representing a 98% premium. This move marks a significant consolidation in China's semiconductor manufacturing sector.
虎嗅 · 128d ago
TSMC’s monthly 2nm wafer capacity is reportedly expected to reach 100,000 wafers as AI customers shift toward advanced 3nm and 2nm processes. Strong orders from major customers are prompting the foundry to revise its production capacity plans.
TechNode · 45d ago
ChangXin Memory Technologies (CXMT) is finalizing validation for its LPDDR6 mobile DRAM, targeting a 12,800 Mbps design rate. The company is positioning itself for mass production by H2 2026, with Apple currently evaluating the technology.
Pandaily · 49d ago
The upcoming earnings week features major tech firms like Alphabet, Intel, and Tesla, which will serve as a litmus test for AI investment logic. Market sentiment remains cautious due to geopolitical tensions and the high valuation of semiconductor stocks.
虎嗅 · 62d ago
Longsys (Huaqin Technology) subsidiary acquired 6.26 million H-shares of JCET (Jinghe Integration) for 189 million HKD. This increases the group's total stake in JCET to 10.48%.
36氪 · 64d ago
Japanese memory chip maker Kioxia has seen its market value drop by 51% from its peak last month. The decline follows investor concerns over the high valuations of AI-related memory and storage stocks.
36氪 · 64d ago
As CXMT prepares for a potential IPO, industry analysts are evaluating its ability to compete with global DRAM giants like Samsung, SK Hynix, and Micron. The company faces significant challenges in sustaining growth beyond the current memory industry super-cycle.
钛媒体 · 65d ago
Universal Scientific Industrial (USI) announced a 50 million RMB investment in the Shanghai Shangce Xingrong Chip Fund. The fund aims to raise 800 million RMB to support the integrated circuit industry.
36氪 · 65d ago
Sugon Information Industry has established a new subsidiary in Guangxi. The company's scope includes integrated circuit design, chip manufacturing, and computer system services.
36氪 · 65d ago
CXMT executives stated that future refinancing plans will depend on company needs, industry development, and regulatory requirements. Decisions will be announced officially post-IPO.
36氪 · 66d ago
A former senior executive at TSMC, Wei-Jen Lo, is under investigation for allegedly leaking proprietary semiconductor manufacturing data to Intel. The incident has led to his removal from the ITRI website.
cnBeta (Full RSS) · 66d ago
ASML Holding NV is reportedly planning to increase prices for its lithography equipment. This move could create friction with major clients like TSMC, who rely on these tools for cutting-edge chip production.
Bloomberg Technology · 66d ago
Intel has integrated ASML's advanced lithography equipment into its manufacturing process for the upcoming Panther Lake laptop chips. This move aims to accelerate the adoption of cutting-edge manufacturing technology for high-performance mobile processors.
cnBeta (Full RSS) · 66d ago
TSMC has notified chip design firms of price hikes for mature process nodes starting January 2027. The adjustments are driven by surging AI demand, product mix optimization, and rising material costs.
TechNode · 66d ago
NIO has invested 158 million RMB in Changxin Technology to secure a strategic partnership for automotive-grade LPDDR4X and LPDDR5X memory chips. This move aims to stabilize NIO's supply chain for core intelligent driving and hardware components.
IT之家 · 66d ago
China's leading memory chipmaker, ChangXin Memory Technologies (CXMT), has launched a record-breaking IPO in Shanghai. The company aims to raise US$8.5 billion to expand its semiconductor production capabilities.
SCMP Technology · 66d ago
Zhichuangxin, founded by former Alibaba T-Head executives, has raised Pre-A funding to advance RISC-V chip development. The company is partnering with DeepLink (Shenkaihong) to build a 'dual-open' ecosystem combining RISC-V hardware with the OpenHarmony operating system.
36氪 · 66d ago
SK Hynix shares rose over 27% following strong market performance in the AI hardware sector. Other key AI infrastructure players like NVIDIA, Micron, and Intel also saw gains, highlighting the ongoing demand for high-performance memory in AI computing.
36氪 · 67d ago
Samsung Electronics is in the early stages of considering an ADR listing in the US. The company is evaluating market volatility in the memory chip sector and potential operational challenges.
36氪 · 67d ago
Sugon (Zhongke Sugon) has established a new wholly-owned subsidiary in Guangxi with a registered capital of 100 million RMB. The company will focus on information system integration, chip design, and cloud computing equipment sales.
36氪 · 67d ago
Chinese memory manufacturer CXMT is rapidly expanding its DRAM production capacity. Recent analysis suggests their scale is now comparable to industry giant Micron.
cnBeta (Full RSS) · 67d ago
Chinese insurance firms are increasingly establishing equity investment funds to target emerging technologies like AI and semiconductors. This trend is driven by a need for long-term returns and strategic policy alignment.
36氪 · 68d ago
Google is reportedly set to launch the Tensor G6 chip in the Pixel 11 series, making it the first smartphone processor to utilize TSMC's 2nm manufacturing process. This move positions Google ahead of Apple's upcoming iPhone 18 Pro release schedule.
TechNode · 68d ago
The article analyzes the market valuation of SK Hynix, arguing that its reliance on Nvidia for HBM sales creates significant risks. It suggests that the 'AI memory' narrative is currently over-leveraged and market expectations for profit growth may be disconnected from reality.
虎嗅 · 68d ago
A South Korean court has issued an injunction preventing two former Samsung Electronics NAND flash design engineers from working at SK Hynix until April 2027. The ruling highlights the sensitivity of core semiconductor technologies and the enforcement of non-compete agreements.
36氪 · 68d ago
Chinese state-owned enterprises and provincial governments are launching new semiconductor funds to address the industry's need for long-term, stable investment. This move aims to support the resource-intensive nature of chip development amidst global supply chain shifts.
SCMP Technology · 69d ago