Fabs, process nodes, HBM and the supply chain that everything in AI ultimately depends on.
389 articles
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) · 68d 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
Samsung Electronics is advancing the operational timeline for its first semiconductor fab in the Yongin cluster by one to two years. The project is supported by accelerated government infrastructure development for this strategic national hub.
cnBeta (Full RSS) · 69d ago
The power semiconductor industry is undergoing significant market segmentation, with a total valuation reaching $41.3 billion. This sector is becoming a critical battleground for infrastructure supporting high-performance computing and AI hardware.
钛媒体 · 69d ago
Apple has pledged a $30 billion investment to procure Broadcom chips manufactured within the United States. This move is part of a broader strategy to strengthen domestic supply chains for high-performance hardware.
Engadget · 73d ago
Chengbang Tech expects a profit of 26 million RMB for H1 2026, marking a turnaround. The company's semiconductor storage business now accounts for over 70% of its total revenue.
36氪 · 73d ago
Samsung reported strong earnings, yet the results failed to meet the aggressive growth expectations set by investors for the semiconductor sector. This highlights the volatility in the chip market despite sustained demand for AI-related hardware.
Bloomberg Technology · 73d ago
Apple has announced an expanded multi-year agreement with Broadcom to source US-made 5G radio frequency components and other wireless connectivity chips. This deal reinforces Apple's commitment to domestic supply chain investment and long-term hardware infrastructure.
Bloomberg Technology · 73d ago
The shift toward GPU/ASIC clusters in AI servers is driving demand for high-density, high-layer, and low-loss PCB platforms. This trend is forcing manufacturers to adopt advanced processes like mSAP and upgrade production equipment.
36氪 · 74d ago
Global chip stocks are experiencing a significant sell-off as investors question the sustainability of AI-driven profit growth. Despite strong earnings from companies like Samsung, the market is shifting focus from short-term gains to long-term valuation and capital expenditure returns.
虎嗅 · 74d ago
Rockchip projects a strong financial performance for the first half of 2026, with revenue growth exceeding 40% and net profit rising between 60% and 71%.
36氪 · 74d ago
Longsys leveraged low-cost inventory and strategic stockpiling during a market downturn to achieve massive profit growth as memory prices rebounded in 2026.
虎嗅 · 74d ago
China's semiconductor equipment sector is undergoing a significant stock rally as investors bet on domestic suppliers to fuel the next wave of chip production. The industry now faces a critical earnings season that will determine if the market's high expectations for local toolmakers are justified.
SCMP Technology · 74d ago
Despite a 19-fold surge in quarterly profit, Samsung Electronics faces investor skepticism. The market is prioritizing companies directly benefiting from the AI chip boom, leaving Samsung's traditional semiconductor performance under scrutiny.
Bloomberg Technology · 74d ago
Shenzhen-based Liding Semiconductor has filed for a Hong Kong IPO, highlighting its breakthrough in IC substrate technology capable of supporting 2nm process nodes. The company is rapidly growing by supplying high-end substrates for AI and HPC applications.
虎嗅 · 75d ago
The semiconductor industry is entering a three-year growth cycle driven by wafer capacity expansion and domestic substitution. This trend creates significant opportunities for local equipment manufacturers.
钛媒体 · 75d ago
Huawei is reportedly integrating a new Kirin chipset based on its proprietary Tao (τ) Law into the upcoming Mate 90 series. This development marks a shift in Huawei's semiconductor design philosophy as it continues to advance its domestic chip capabilities.
TechNode · 75d ago
Shanghai Biren Technology is raising US$892.5 million through a new share issuance to scale production of its AI-focused GPUs. The move aims to capture domestic market share from Nvidia amid ongoing US export restrictions.
SCMP Technology · 75d ago
A severe manufacturing bottleneck for domestic AI chips is emerging, with SMIC's N+2 process unable to meet projected 2026 demand. The resulting 1.6-million-unit supply deficit is forcing fabless designers to adopt aggressive survival strategies.
钛媒体 · 76d ago
The South Korean government intends to establish a new investment fund financed by tax revenues from its semiconductor industry. This initiative aims to bolster long-term economic growth and support the country's critical chip sector.
Bloomberg Technology · 76d ago
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