Fabs, process nodes, HBM and the supply chain that everything in AI ultimately depends on.
389 articles
Less than two years after its IPO, Laplace is raising an additional 2.2 billion yuan through a private placement. The company is doubling down on the photovoltaic cycle while its semiconductor business remains unproven.
钛媒体 · 96d ago
Nvidia CEO Jensen Huang visited South Korea, engaging in high-profile meetings with tech leaders and esports figures. The visit highlights Nvidia's strong cultural and business presence in the region.
Bloomberg Technology · 103d ago
Samsung paid massive bonuses to chip workers to avert a strike, causing resentment in other divisions. This highlights the growing tension over how to distribute AI-driven windfalls.
Bloomberg Technology · 109d ago
Anglikang issued a public notice clarifying that it has no business or investment activities in the optical chip or semiconductor sectors. The company stated that investments in related firms by its controlling shareholder are personal financial decisions and not linked to the company.
36氪 · 117d ago
Insurance institutions have conducted over 5,700 site visits to A-share companies this year, with a strong focus on hard tech sectors like integrated circuits and industrial machinery. They are adopting a barbell strategy to balance high-dividend stocks with high-growth tech assets.
36氪 · 118d ago
Liren Technology issued a statement clarifying that it has not acquired any semiconductor distribution companies and does not plan to transition into the electronic fabric industry. The company's stake in Shanghai Chaoqian is passive and currently inactive.
36氪 · 121d ago
The A-share market experienced a significant downturn, with the Shanghai Composite Index falling over 1%. Tech-heavy sectors like storage chips and lithography machines saw the steepest declines.
36氪 · 121d ago
The Hang Seng Index and Hang Seng Tech Index opened higher, driven by strong performance in the semiconductor and non-ferrous metal sectors. SMIC saw notable gains while energy stocks lagged.
36氪 · 122d ago
Mainstream capital in the Chinese market is shifting focus toward electronics and semiconductor sectors. Significant inflows were observed in companies like SMIC and GigaDevice, signaling investor confidence in AI-related hardware infrastructure.
36氪 · 123d ago
SK Hynix is deepening its presence in Wuxi by expanding its semiconductor operations and partnering with local groups to build an international medical complex.
36氪 · 126d ago
Samsung Electronics Chairman Lee Jae-yong has issued a public apology following the breakdown of wage negotiations with the company's labor union. He emphasized the need for internal unity to navigate current corporate challenges.
cnBeta (Full RSS) · 126d ago
Amid A-share market cooldown, financing poured 11.6B CNY into semiconductors betting on domestic substitution and recovery. ETFs showed 'sell on rise' with chip funds redeemed despite gains.
虎嗅 · 136d ago
Book review traces AMD's history from 1969 Fairchild spinout, financing struggles, to 'second supplier' strategy with mil-spec quality. Founder Jerry Sanders leveraged sales expertise amid Intel rivalry.
虎嗅 · 142d ago
Wingtech Technology, Chinese owner of chipmaker Nexperia, faces delisting from Shanghai Stock Exchange after auditor issued a disclaimer of opinion. This stems from restrictions verifying Nexperia's overseas financial records amid a control power struggle over the Dutch subsidiary.
SCMP Technology · 142d ago
UMC reported Q1 revenue of NT$61.04B, beating estimates by $10M with 5.5% YoY growth and 108% net profit surge. Expects strong Q2 shipments from comms recovery and steady demand.
36氪 · 143d ago
Korean listed companies' total market cap first exceeded 6000 trillion KRW (~4.08T USD) on Monday. Boosted by semiconductor industry outlook.
36氪 · 146d ago
Three chip manufacturers are making a bold gamble by collectively advancing into Hong Kong. The article questions the value of this strategic move amid industry pressures.
钛媒体 · 162d ago
LianYun Tech, dubbed the 'storage brain,' enjoys a perfect industry cycle but remains in a downstream position. With a lofty 150x PE ratio, it drinks soup while upstream players feast on meat.
钛媒体 · 162d ago
Puran Shares will raise prices on general MCU products from April 15, 2026, due to upstream supplier hikes, rising packaging materials, and tight capacity. The move ensures stable supply and service quality.
36氪 · 172d ago
Chengbang Shares plans a private placement to raise up to 100 million yuan. Funds will support embedded storage chip production expansion and working capital needs.
36氪 · 172d ago
onsemi unveils focused China strategy with Shanghai as Greater China headquarters. Company plans to appoint a dedicated China General Manager.
36氪 · 172d ago
Kangxin New Material's cross-border acquisition of a semiconductor used equipment dealer benefits all parties short-term. Yubang Semiconductor gains backdoor listing, Kangxin gets transformation lever, Wuxi Jianda sees asset rescue hope.
钛媒体 · 177d ago
Over 340 listed companies received institutional surveys in March, with semiconductor and new energy sectors leading. Top targets include Shengmei Semiconductor Equipment with 100+ visits.
36氪 · 180d ago
Private gas station leader plans 540 million RMB acquisition for control of Kui Core Tech semiconductor. Former top appliance giant to sell insolvent subsidiary for 8 yuan.
钛媒体 · 184d ago
Langsi Technology completed nearly 80 million yuan Pre-A funding on March 16. Investors include Oriental Richsea, Jinpu Intelligent, ShiQue Investment, and Peak Capital.
36氪 · 187d ago
Jiebot Semiconductor (Shenzhen) Ltd. newly registered with 1M RMB capital and legal rep Deng Yizhou.
36氪 · 193d ago
Ongoing conflict drives chip companies to exit Israel, disrupting supply chains. Poses risks to global semiconductor production.
钛媒体 · 199d ago
This installment spotlights Space Stacked Wafer technology. The analysis leverages AlphaEngine for comprehensive insights.
钛媒体 · 204d ago
AMEC shareholder Zhou Yan plans to offload up to 8.0073 million shares (2% of total) via CICC inquiry pricing. As of Feb 5, 2026, Zhou holds 91.8 million shares or 22.93%.
36氪 · 206d ago