Fabs, process nodes, HBM and the supply chain that everything in AI ultimately depends on.
389 articles
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
The South Korean government has launched the 'Ultra-Innovation Economy Project' with a $329 million investment. The goal is to develop and mass-produce next-gen power semiconductors to create a new pillar industry comparable to DRAM.
cnBeta (Full RSS) · 97d ago
Glass core substrates are gaining traction in semiconductor packaging as a next-gen solution. Industry experts are currently evaluating the timeline and feasibility for mass-market commercialization.
Pandaily · 97d ago
ChangXin Memory Technologies (CXMT) is emerging as a significant player as global supply chains for critical memory raw materials face disruptions. This shift highlights the changing landscape of semiconductor manufacturing and memory supply.
Pandaily · 97d ago
The Supreme People's Court of China has upheld a preliminary injunction banning the sale and import of Infineon's GaN products. This marks the conclusion of a significant cross-border semiconductor patent dispute.
cnBeta (Full RSS) · 98d ago
Shanghai-based GPU designer MetaX is planning a Hong Kong H-share listing to fund its international expansion and strengthen its competitive position against Nvidia. This move comes shortly after its initial debut on the Shanghai Star Market.
SCMP Technology · 99d ago
Global semiconductor stocks have experienced a volatile week due to three major negative factors. Investors are questioning whether the current market dip is a temporary rebound or a structural reversal.
钛媒体 · 102d ago
Broadcom CEO Hock Tan announced a shift in corporate strategy, moving away from aggressive M&A to focus on organic growth driven by AI demand. The company aims to leverage its existing chip portfolio to capture the expanding AI infrastructure market.
Bloomberg Technology · 106d ago
China's semiconductor sector is experiencing a significant market rally driven by upcoming IPOs and strategic technological advancements from Huawei. Analysts expect this momentum to continue as domestic chip production capabilities expand.
Bloomberg Technology · 106d ago
Maxio Technology has announced a 2 billion RMB private placement just 1.5 years after its IPO. The company is aggressively funding high-end storage controller development despite having depleted its IPO funds.
钛媒体 · 108d ago
The upcoming IPO of Chinese memory chip leader Changxin Technology has revealed that eight major brokerages hold significant equity stakes, signaling a shift in how brokerages are valued through 'tech-innovation attributes'.
虎嗅 · 112d ago
CXMT has received approval for its IPO on the STAR Market, aiming to raise 29.5 billion RMB. The funds will be directed toward DRAM manufacturing upgrades and advanced memory research.
cnBeta (Full RSS) · 115d ago
Major U.S. tech stocks showed mixed performance in pre-market trading.
36氪 · 115d ago
TSMC President C.C. Wei announced that employee bonuses will increase by over 30% this year.
36氪 · 115d ago
Huawei's investment arm, Hubble, continues to aggressively fund the semiconductor and deep-tech ecosystem. Recent investments include companies specializing in optical semiconductors and 3D printing technology.
36氪 · 117d ago
South Korea is introducing the first single-stock leveraged ETFs tracking Samsung Electronics and SK Hynix. These financial products aim to provide double the daily return of the underlying AI chip manufacturers, despite warnings regarding high volatility.
cnBeta (Full RSS) · 118d ago
Meta, Broadcom, and other tech giants are investing $125 million to establish a 'Semiconductor Hub' at UCLA. The initiative focuses on AI chip innovation, semiconductor design, and cultivating specialized talent for the industry.
cnBeta (Full RSS) · 120d ago
South Korea's semiconductor giants are seeing record profits from the AI infrastructure boom, sparking a national debate on wealth redistribution. Officials propose a 'Citizen AI Dividend' to prevent extreme K-shaped economic divergence.
虎嗅 · 121d ago
Nvidia reported a disappointing sales forecast, signaling potential headwinds in the AI chip sector. Investors are increasingly concerned about rising competition impacting the company's dominant market position.
Bloomberg Technology · 121d ago
Chinese DRAM manufacturer CXMT has restarted its IPO process, signaling significant growth in the domestic memory chip sector. The company's strong financial performance reflects the broader surge in demand for high-performance memory infrastructure.
钛媒体 · 122d ago
YMTC has officially filed for its initial public offering (IPO) in China, appointing CITIC Securities as its lead advisor. This move marks a significant step in the company's capital market expansion.
cnBeta (Full RSS) · 123d ago
A Samsung adviser warns that aggressive production expansion by Chinese chipmakers could lead to a market glut by 2027-2028. This potential oversupply threatens the current AI-driven 'super cycle' in the memory chip industry.
SCMP Technology · 123d ago
中芯国际把中芯北方收回来了，但考验才开始 本文来自微信公众号： 心智观察所 ，作者：心智观察所 5月11日傍晚，上交所公告，中芯国际发行股份购买资产的事项审议通过。当天科创50指数大涨近5%，Wind半导体指数涨幅接近6%，沪指顺势站上4200点。
虎嗅 · 123d ago
Market research indicates that Apple's potential orders for M7 and A21 chips at Intel are too small to threaten TSMC's market dominance. TSMC remains the primary partner for high-performance AI silicon production.
cnBeta (Full RSS) · 123d ago
Samsung Electronics is facing its largest labor strike in history, with over 45,000 employees threatening to stop work. The conflict stems from significant disparities in bonus structures between the memory and foundry divisions.
cnBeta (Full RSS) · 124d ago
A-share market shows strong resilience in tech sectors, with semiconductor equipment and humanoid robotics leading trading volumes. Institutions remain bullish on the industry's growth driven by AI and storage demand.
虎嗅 · 125d ago
Heyuan Gas clarified that its tungsten hexafluoride product is still in the trial production phase. The company has not signed any binding orders and has not generated any revenue from this product.
36氪 · 125d ago
Samsung is reconsidering the use of FOWLP (Fan-Out Wafer-Level Packaging) for its upcoming Exynos 2700 flagship chip. While the technology improves thermal performance, high manufacturing costs are forcing the company to re-evaluate its profitability.
36氪 · 125d ago