Fabs, process nodes, HBM and the supply chain that everything in AI ultimately depends on.
389 articles
AMD CEO Lisa Su stated that the Chinese market accounts for approximately 20% of the company's total revenue. She emphasized that China remains a highly significant market for AMD's global strategy.
cnBeta (Full RSS) · 120d ago
The A-share market opened higher with significant gains in the semiconductor, computer hardware, and communication equipment sectors. Leading stocks like QuantumCTek and Naura Technology showed strong performance.
36氪 · 121d ago
Baillie Gifford analysts suggest that US-based AI researchers and companies maintain a long-term performance advantage over China. While China is a rich hunting ground for investment, US infrastructure remains superior.
Bloomberg Technology · 122d ago
Apple utilizes chip binning to sell processors that didn't meet top-tier performance targets in cheaper devices. This strategy allows Apple to maximize yield and maintain competitive pricing across its product lineup.
Digital Trends · 123d ago
Samsung and its labor union are engaged in mediation talks regarding bonus structures. The negotiations are expected to continue until May 19 under the supervision of the National Labor Relations Commission.
36氪 · 125d ago
Lianxun Instruments saw a 13% intraday gain, surpassing Kweichow Moutai in share price to become the highest-priced stock in the A-share market.
36氪 · 125d ago
Major fund managers are issuing risk warnings as cross-border tech ETFs, particularly those tracking semiconductors, trade at significant premiums to their net asset values. Investors are cautioned about potential volatility as market sentiment cools.
36氪 · 125d ago
The rapid growth of AI hardware and technical iterations have led to a surge in demand and rising prices for PCB drill bits. Manufacturers are struggling to keep up with the supply requirements for AI, automotive, and communication sectors.
36氪 · 125d ago
Guangli Tech attributes recent margin declines to changes in revenue structure as their domestic semiconductor business scales. The company expects profitability to improve as self-developed core components are integrated and economies of scale are realized.
36氪 · 125d ago
Samsung Electronics and its labor union are set to resume mediation on May 18th. Previous marathon negotiations failed due to disagreements over performance bonus standards.
36氪 · 126d ago
Samsung Electronics' labor-management mediation has failed, leading the union to confirm a full-scale strike. Management warns that the industrial action could negatively impact investors, employees, and the broader South Korean economy.
cnBeta (Full RSS) · 129d ago
ACM Research's acquisition of 64.69% stake in Hangzhou Zhonggui, plus supporting funds, received CSRC registration approval. This marks the Sci-Tech Innovation Board's first simplified merger review case.
36氪 · 129d ago
Demand for advanced packaging and testing equipment surges beyond expectations amid seal test factories' expansions. Upstream supply chains face order backlogs and customer capacity competition.
36氪 · 131d ago
Special gases, dubbed 'invisible blood' for storage chips, have skyrocketed 358% in price. The surge signals tightening supply chains critical for semiconductor production.
钛媒体 · 132d ago
Samsung withdraws appliance and offline sales from China but retains ODM, phone, semiconductor, medical, and AI businesses, focusing on high-value segments. China remains the core of global nested supply chains, with Southeast Asia as assembly extensions reliant on Chinese components.
虎嗅 · 134d ago
Samsung's memory division management agreed to 10% operating profit bonus for employees, fixed for 3 years then institutionalized, as memory prices rise. This partially meets union demands for 15% bonus and raises, compared to SK Hynix, but strike from May 21 still looms.
IT之家 · 134d ago
Sony is partnering with TSMC to produce image sensors. The companies are building a new dedicated facility.
Engadget · 134d ago
Ajinomoto will invest 1.2 billion yen via subsidiary Ajinomoto Fine Tech to buy land in Gifu for a new ABF plant. The facility targets semiconductor packaging expansion, with construction starting in 2028 and production in 2032.
36氪 · 134d ago
Lattice Semiconductor plans to acquire firmware supplier AMI for about $1.65 billion in cash and stock. AMI will become a Lattice subsidiary, reshaping UEFI/BIOS dominance on x86/x64 desktop platforms.
cnBeta (Full RSS) · 137d ago
Samsung, SK Hynix, and Micron have started early DDR6 memory development with substrate manufacturers. It targets speeds more than double DDR5.
Digital Trends · 137d ago
36Kr reports that SK Hynix's stock price gain has widened to 12%. The Korean memory chip leader's shares reflect market dynamics in semiconductors.
36氪 · 138d ago
Intel disclosed key data for 18A-P process node at VLSI 2026 symposium via paper T1.2. It delivers >9% performance gain at same power versus standard 18A.
cnBeta (Full RSS) · 142d ago
Samsung and SK Hynix dominate 80% of global HBM market amid AI boom, with SK Hynix Q1 profits surging 5x. Korea's 10.1T KRW AI budget focuses on hardware, risking lag in foundation models and apps per new report.
虎嗅 · 145d ago
Investor rumors claimed Boje Shares exclusively supplies TSMC's CoWoS packaging line with superior 0.1mL/min leak detection. The company clarified no direct business cooperation with TSMC.
36氪 · 145d ago
Despite cutback rumors, Apple's iPhone 18 may feature a 2nm A20 chip and 12GB RAM on standard models. Pro variants could include variable-aperture cameras and Apple's C2 modem.
Digital Trends · 148d ago
Torens shows extreme customer concentration with top five clients over 90% of revenue. NAURA and AMEC alone contribute more than 80% of sales.
钛媒体 · 150d ago
Unisoc will complete IPO counseling acceptance in Q2 2026 and submit to China's Sci-Tech Innovation Board, targeting first domestic mobile chip listing. Counseling from Jan-Mar 2026 handled by Guotai Haitong and CITIC Jiantou; firm holds global 4th in shipments.
cnBeta (Full RSS) · 154d ago
Zhongwei Semiconductor CEO states MUC market is recovering with rebounding prices and positive 2026 outlook. Downstream demand from three key areas is growing.
36氪 · 163d ago
CITIC Securities report highlights AI-fueled overseas semiconductor demand accelerating cleanroom construction. Profits and cash flows surge; domestic investments expected to follow.
36氪 · 164d ago
Samsung Electronics and SK Hynix signed long-term helium supply contracts with Linde and Air Products to address shortages. Linde sources and refines U.S.
36氪 · 164d ago