Stories tagged “Semiconductors.”
30 stories
China's top contract chipmakers, SMIC and Hua Hong Grace Semiconductor, reported triple-digit profit growth in Q2, fueled by surging domestic demand for AI chips free of US export controls.
Yangtze Memory Technologies Corp (YMTC) has achieved a significant milestone, entering the top three global NAND flash memory suppliers by volume for the first time, driven by increased domestic supplies and advanced production.
The global memory-chip stock rally is faltering as price growth cools, despite robust AI demand. Analysts warn the sector is entering a late-stage cycle, with Chinese producers poised to increase supply.
China's most advanced AI models are still being trained on Nvidia chips due to high transition costs and engineering bottlenecks.
ChangXin Memory Technologies (CXMT), China's largest DRAM chipmaker, has been included in the MSCI China All Shares Index, a move expected to attract significant passive fund inflows and solidify its market position. This inclusion highlights China's growing influence in …
Hwatsing Technology, a leading Chinese chip equipment maker, has announced a breakthrough in wafer polishing metrology for six-inch wafers, a critical step in semiconductor manufacturing.
SK Hynix plans a $38 billion expansion of its chipmaking facilities in South Korea to double production capacity and address global AI memory chip shortages. This investment includes new DRAM and NAND plants in Yongin and Cheongju.
US President Donald Trump has signed an executive order imposing a 15% tariff on imported products made from polysilicon, a crucial material used in semiconductors and solar panels. The move is intended to help protect US manufacturers as they face increasing competition …
Samsung, SK Hynix test Chinese chip tools as hedge against U.S. risks
Samsung Electronics and SK Hynix have spent about two years testing etching equipment from China's AMEC at their Chinese fabs, hedging against tighter U.S. export curbs on Western chipmaking tools.
China's top chip-tool maker, AMEC, reported a preliminary first-half profit surge of nearly 282% to 311%, reaching at least 2.7 billion yuan (US$400 million), driven by robust domestic demand for semiconductors.
Xunlin Technology, a Chinese leader in glass substrates, has secured nearly 200 million yuan in Series B funding amidst a severe supply crisis and soaring prices for traditional organic substrates. This investment underscores the industry's pivot towards glass substrates …
Researchers at the Technical University of Denmark are working with industry partners to develop models and simulation apps that can help predict and mitigate corrosion in high-voltage electronics.
China's State Council has revised and promulgated the "Regulations on the Protection of Layout Designs of Integrated Circuits," which will take effect on October 15, 2026.
China's AMEC plans to significantly expand its high-end semiconductor equipment portfolio to over 100 types within five years through internal development and acquisitions. The company has already developed 54 types, including advanced etching and thin-film processing tools.
Chinese advancements in chipmaking, including a soaring IPO for CXMT and a breakthrough in deep-ultraviolet lithography, triggered significant global stock market volatility, particularly impacting Western chipmakers.
A fierce talent war is erupting between Samsung and SK Hynix over high-bandwidth memory (HBM) chip engineers, while a new AI Hype Index suggests a reality check for the industry's inflated expectations.
China's growing influence in the semiconductor supply chain and advancements in AI models are disrupting global tech stocks, threatening the market dominance and margins of established leaders.
Samsung's semiconductor employees are increasingly leaving for rival SK Hynix, driven by significantly larger bonuses at SK Hynix due to its success in high-bandwidth memory (HBM) chips for AI.
Shares in ChangXin Memory Technologies (CXMT) surged over 470% on their Shanghai Star Market debut, making it mainland China's most valuable listed company with a valuation of 3.3 trillion yuan ($487.3bn). This comes despite a global tech stock selloff and highlights Chin…
Shares of ChangXin Memory Technologies (CXMT), China's leading maker of dynamic random-access memory (DRAM) chips, rose 472 per cent on their Shanghai trading debut, giving the company a market capitalisation of 3.31 trillion yuan (US$489 billion).
Samsung Electronics has struck a pact with US chip designer Broadcom to widen cooperation across memory chips, contract chip making and advanced packaging, envisaged to exceed $200 billion until 2030.
Marvell Technology's stock has fallen 34% from its peak, prompting an evaluation of its investment potential. The analysis compares Marvell to Broadcom, concluding that Broadcom presents a more compelling investment opportunity due to stronger growth projections and a mor…
Dallas-based Texas Instruments Inc is a vertically integrated producer of analog and embedded processing semiconductors. It serves end markets that include industrial, automotive, and communications infrastructure.
South Korea's economy grew faster than market expectations in the second quarter, driven by a semiconductor export boom that offset a decline in construction investment.
Marvell Technology's stock has sold off heavily and is down 38% from its all-time high. The question investors are asking is whether now is the time to buy the dip or if this sell-off was warranted.
L1 Capital International Fund highlighted Taiwan Semiconductor Manufacturing Company Limited (TSM) as a contributor to its returns, driven by the market favoring AI capex winners. TSM's valuation continues to increase, and the company is a top 5 holding in the Fund.
A sharp sell-off in Asian semiconductor stocks led to a decline in major cryptocurrencies, with ether falling 4% to $1,850 and HYPE dropping 10%.
ChangXin Memory Technologies (CXMT), China's leading DRAM producer, saw its Shanghai IPO oversubscribed 212 times by retail investors, attracting nearly 10 million applications.
The memory boom has seen stocks like Micron and Sandisk produce generational returns in a single year. To play the memory market, investors can load up on the right technology-focused exchange-traded funds (ETFs).
Taiwan Semiconductor Manufacturing Co (TSMC) has committed an additional US$100 billion to expand its Arizona manufacturing facilities, bringing its total US investment to US$265 billion. This significant boost aims to meet the booming global demand for advanced AI chips.