Stories tagged “Semiconductors.”
30 stories
This article compares Nvidia and Taiwan Semiconductor Manufacturing (TSMC) as investment options for 2026, highlighting their distinct roles in the AI chip supply chain and analyzing their financial performance, risk profiles, and valuations.
China is pushing its "Micro Han Xin" code, a miniaturized version of its 20-year-old barcode, for international standardization to mark and track tiny semiconductor components. This initiative aims to establish a Chinese standard in the global chip supply chain, challengi…
Chinese chipmaker Hygon Information Technology is set to release a new chip targeting physical-world AI applications like robotics, expanding its focus beyond data centers. The product is designed for low-power, embedded, and edge computing requirements.
Chinese memory chip giant CXMT has announced its new fifth-generation G5 technology platform for mass production, significantly narrowing the gap with global leaders like Samsung and SK Hynix.
Chinese researchers have made early progress in developing sub-3nm semiconductor processing nodes using older deep ultraviolet (DUV) lithography, circumventing US restrictions on advanced extreme ultraviolet (EUV) tools. This breakthrough by the Chinese Academy of Science…
Huawei has introduced the Ascend 960 SuperPoD, an AI computing cluster featuring Near-Packaged Optics (NPO) technology, designed to overcome data exchange bottlenecks in large-scale AI models.
China's leading memory chipmaker, CXMT, is gaining traction among local smartphone vendors, with its high-end LPDDR5X DRAM chips now featured in flagship Chinese handsets like Nubia's NaviX Ultra, which also integrates ByteDance's Doubao AI assistant.
India's semiconductor sector has attracted $1.4 billion in equity funding across 281 companies, with nearly half raised since 2025, as the country aims to become a global chip hub by 2035.
The AI industry is experiencing a significant shift from focusing on training large models to optimizing and scaling inference, the process of using these models to generate outputs.
AI-linked stocks across Asia and Europe have fallen after prominent tech leaders called for a slowdown in AI development due to safety concerns, prompting investors to reassess the industry's rapid growth trajectory.
Chinese researchers have significantly improved the durability of wurtzite ferroelectrics, a promising next-generation memory material, achieving 10 billion writing cycles.
IEEE remembers Frank Kuo, a codeveloper of ALOHAnet who helped develop a pioneering wireless packet data network.
Huawei has unveiled its new Kirin 9050 Pro chip, its first flagship chip launch in six years, debuting in the Mate XT 2 Ultimate tri-folding smartphone. The company claims significant performance boosts and hardware-accelerated ray tracing.
Huawei has launched its new Kirin 9050 Pro chip, featuring LogicFolding architecture, as a strategy to bypass US technology sanctions by layering circuits to boost performance without advanced lithography equipment.
Sandisk has secured 10 long-term supply agreements with data center and edge customers, guaranteeing at least $93.9 billion in revenue and aiming to stabilize its highly cyclical flash memory business.
Nubia, a brand co-developed by ZTE and ByteDance, is set to launch its NaviX Ultra smartphone on September 16, featuring ByteDance's Doubao mobile assistant and positioned as an AI agent phone. The device will incorporate domestically produced LPDDR5X memory from ChangXin…
Huawei has published a research paper detailing its Tau Scaling Law-based semiconductor architecture, which reportedly resolves overheating issues for its upcoming Kirin 2026 smartphone chip. The new design is claimed to increase transistor density by 55% and cut power co…
Broadcom reported a 221% surge in AI semiconductor revenue to $16.7 billion in its latest fiscal quarter, yet the stock saw a post-earnings sell-off, which the author views as an attractive entry point.
Chinese memory-chip maker ChangXin Memory's initial public offering (IPO) on Shanghai's STAR Market has advanced to the "inquiry" stage, marking a significant procedural milestone in its journey toward public listing.
Chinese AI chipmaker Enflame Technology's IPO on Shanghai's Star Market was oversubscribed by 4,073 times, attracting 7 million retail investors.
China's second-largest contract chipmaker, Hua Hong Grace Semiconductor, is investing US$2 billion in a new 12-inch speciality chip production line in Wuxi to boost capacity by 30% and meet surging domestic AI demand.
The European Union's ambitious plans for AI infrastructure, including new AI factories and data centers, are creating a massive demand for advanced semiconductors, which Europe currently cannot produce domestically.
SK Hynix weighs Japan memory fab partnership to supply AI boom
SK Hynix is exploring a joint venture to manufacture memory chips in Japan, a strategic move to meet the surging demand for AI-related products while managing production costs.
SenseTime's AI chipmaking spinout, Sunrise, has reportedly secured RMB2 billion ($280 million) in funding, pushing its post-money valuation to RMB20 billion. This significant investment nearly doubles its previous valuation.
Chinese memory chipmaker CXMT has begun mass production of LPDDR6 DRAM, which will be supplied to Xiaomi's upcoming 18 Fold foldable smartphone, set to launch in September. This marks a rapid advancement for CXMT, following its LPDDR5 production less than a year ago.
Chinese chipmaker CXMT has filed a lawsuit against the US Department of Defence, seeking removal from a Pentagon blacklist that designates companies with alleged military ties. This action follows similar legal challenges by other prominent Chinese tech firms.
Chinese chipmaker ChangXin Memory Technologies (CXMT) reported an 873.64% surge in first-half revenue to 150.31 billion yuan, driven by soaring demand from the AI industry and aggressive expansion.
The iShares Semiconductor ETF (SOXX) has surged 70% in 2026, significantly outperforming the S&P 500 and Nasdaq-100, driven by its focus on AI chip stocks like Nvidia, Micron, and AMD.
Goldman Sachs predicts China's advanced chip supply will surge by 2035, significantly narrowing the domestic supply-demand gap, driven by SMIC's expansion and improved yields.
IEEE Spectrum publishes a sponsored article by Emerson Test & Measurement president Ritu Favre arguing that modern engineering's defining challenge is verifying complex semiconductor and software-defined systems, not just designing them.