Fabs, process nodes, HBM and the supply chain that everything in AI ultimately depends on.
389 articles
Apple is reportedly considering purchasing memory chips from Chinese manufacturers like CXMT to mitigate supply shortages and price hikes. Analysts suggest this move may primarily serve as a strategic negotiation tactic against major suppliers like Samsung and Micron.
cnBeta (Full RSS) · 76d ago
An analysis of the AI industry's current state, highlighting the massive capital expenditure on infrastructure versus the slow profitability of end-user applications. The author discusses the 'super-cycle' of semiconductors and the challenges of sustaining current growth models.
虎嗅 · 76d ago
CG Power & Industrial Solutions Ltd. has officially inaugurated its new semiconductor unit in India.
Bloomberg Technology · 77d ago
SK Hynix is reportedly considering a 0.5% fee payout to banks for its upcoming US American Depositary Receipt (ADR) listing. This move is part of one of the largest share sales in the company's history to bolster its capital position.
Bloomberg Technology · 77d ago
Semiconductor equipment supplier Huazhuo Precision has filed for a 3.5 billion RMB IPO on the STAR Market. The company faces scrutiny over customer concentration and ongoing losses as it develops advanced semiconductor components.
虎嗅 · 78d ago
BOE has established a dedicated project team for Micro LED optical interconnect systems and glass-substrate CPO technology. The company is collaborating with Corning to advance glass-based packaging and optical interconnects.
IT之家 · 78d ago
A semiconductor industry group has urged the US government to avoid interventions in the memory chip market. They warn that price or production manipulation could exacerbate the current supply squeeze driven by AI demand.
Bloomberg Technology · 79d ago
Dongwei Semiconductor plans to issue convertible bonds to raise up to 1.436 billion RMB. The funds will support the R&D and industrialization of new power devices and power management control chips.
36氪 · 79d ago
Major semiconductor manufacturers Samsung Electronics and SK Hynix saw their stock prices drop by over 7% and 9% respectively. This decline is part of a broader global tech sell-off impacting the memory chip sector.
cnBeta (Full RSS) · 79d ago
China's leading DRAM manufacturer CXMT is planning a 29.5 billion yuan IPO on the Shanghai Star Market. The company is capitalizing on a global memory shortage driven by the surge in AI computing demand.
SCMP Technology · 79d ago
The AI boom has created a severe supply shortage for high-performance memory like HBM and DDR5, forcing manufacturers into aggressive long-term contracts and shifting production priorities. This 'memory doomsday' is impacting downstream consumer electronics and server costs.
虎嗅 · 79d ago
Samsung has officially resumed its 1.4nm process commercialization roadmap, targeting a 2029 launch. This strategic shift is reportedly driven by Apple's desire to transition rapidly from 2nm to 1.4nm to optimize AI workload efficiency.
cnBeta (Full RSS) · 81d ago
ZTE has established Nanjing Chris Semiconductor Technology Co., Ltd. with a registered capital of 100 million RMB.
36氪 · 81d ago
Renesas Electronics announced a long-term growth strategy focusing on AI integration across three stages: AI infrastructure, physical AI/SDV, and Intelligence at the Edge. The company aims to triple its revenue by 2035 by capitalizing on the expanding semiconductor market.
ITmedia AI+ (日本) · 82d ago
Shanghai-listed Piotech is acquiring a controlling stake in Wuxi Shangji Semiconductor. This move is part of China's broader strategy to consolidate its semiconductor toolmaking industry to bypass US export restrictions.
SCMP Technology · 82d ago
Chensi Tech, founded by former Huawei and ZTE engineers, has secured new funding to scale its DBF (Digital Beam Forming) chip production for low-altitude economy and satellite internet.
36氪 · 82d ago
Intel is working to revitalize its chip manufacturing business, which remains a central pillar of U.S. domestic semiconductor strategy.
New York Times Technology · 85d ago
This article analyzes the market valuation of Zhipu AI and its potential ripple effects on the semiconductor industry. It explores the underlying drivers of China's leading LLM developer.
钛媒体 · 86d ago
China’s state-backed Big Fund has secured a significant stake in SMIC following a record-breaking acquisition on the Shanghai Star Market. This move strengthens the state's influence over the country's largest wafer foundry as it navigates global semiconductor supply chain challenges.
SCMP Technology · 86d ago
Kioxia Holdings Corp. is preparing to offer US depositary receipts by spring 2027.
Bloomberg Technology · 86d ago
Samsung Electronics is reportedly planning a massive 90 trillion won share buyback, one of the largest in South Korean history. The move aims to boost shareholder value and fund performance bonuses for its semiconductor workforce.
The Next Web (TNW) · 87d ago
The article addresses rumors regarding ASML's EUV lithography shipments to China, clarifying the logistical and regulatory complexities involved. It highlights the geopolitical constraints impacting the semiconductor supply chain.
SCMP Technology · 87d ago
Alibaba Group's chip design unit, T-Head, has increased its registered capital from 300 million to 1 billion yuan. This move signals a strategic push to strengthen domestic semiconductor capabilities amid the global AI hardware boom.
SCMP Technology · 88d ago
The 2026 list of the top 30 domestic AI computing chips highlights a maturing industry with clear tier segmentation. Companies like Zhongcheng Hualong and XiWang are leveraging this growth to accelerate their public listing plans.
Pandaily · 89d ago
Intel is reportedly set to become a foundry partner for Apple, marking a significant shift in the semiconductor supply chain. This move highlights the evolving competitive landscape for high-end chip manufacturing.
少数派 · 90d ago
SK Hynix has launched a large-scale recruitment drive for hundreds of chip design engineers, sparking concerns among smaller firms about talent poaching. The company has also removed traditional degree requirements to focus on AI-era skill sets.
IT之家 · 91d ago
Apple plans to utilize TSMC's improved 2nm N2P process exclusively for its A21 Pro chips, while the standard A21 will remain on the N2 node. This strategy aims to maintain a competitive edge in mobile AI performance against Android flagship chips.
cnBeta (Full RSS) · 92d ago
Donald Trump announced that Apple and Intel have reached an agreement to manufacture chips for Apple devices within the United States. This move aligns with broader efforts to bolster domestic semiconductor production.
Engadget · 93d ago
Chinese lithography and IC manufacturer CFMEE is launching a Hong Kong IPO to raise up to US$410 million. The move aims to bolster China's semiconductor self-sufficiency amid ongoing US trade sanctions.
SCMP Technology · 94d ago
Samsung's recent labor dispute, though temporarily resolved, highlights the fragility of the global AI memory supply chain. As a major producer of HBM and DRAM, any production disruption at Samsung poses significant risks to AI infrastructure providers like NVIDIA.
虎嗅 · 97d ago