Semiconductor News & Analysis Feed

37 articles
2026-07-08
finance.yahoo.com 2026-07-08 Yahoo Finance
2026-07-07
digitimes.com 2026-07-07
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special memory and embedded processor maker Ingenic said global DRAM foundry capacity remains broadly constrained and is unlikely to improve before the second half of 2027.
2026-07-01
digitimes.com 2026-07-01
Chinese semiconductor material manufacturers are accelerating investments in advanced products as Beijing pushes for greater self-sufficiency, challenging the long-standing dominance of Japanese suppliers in a global market valued at US$73.2 billion.
2026-06-29
digitimes.com 2026-06-29
Kunlunxin, the semiconductor subsidiary of Chinese search engine giant Baidu, is targeting a US$50 billion valuation for its Hong Kong public offering. The company is also asking investors to commit to buying its chips as a condition of participation, according to The Information, underscoring the competitive dynamics shaping chip makers as Beijing moves to strengthen its domestic AI supply chain.
2026-06-26
digitimes.com 2026-06-26
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in China, as Beijing tightens control over strategic minerals amid worsening Japan-China ties.
2026-06-26
digitimes.com 2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-24
digitimes.com 2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
2026-06-20
tomshardware.com 2026-06-20 Jowi Morales
Beijing says the Space Computing Industry Innovation Center will bring together rocket and satellite manufacturers, chip manufacturers, and AI labs to develop a space-based data center system.
2026-06-20
tomshardware.com 2026-06-20 Luke James
Chinese defense supplier Harbin Xinguang Optic-Electronics Technology demo’d two man-portable anti-drone lasers at a Beijing arms expo this week.
2026-06-17
digitimes.com 2026-06-17
The US has held back from adding Chinese AI startup DeepSeek, memory chipmaker CXMT, and more than 100 other entities to a key trade blacklist, underscoring Washington's struggle to balance national security controls with a broader effort to contain tensions with Beijing.
2026-06-12
news.google.com 2026-06-12 upi.com
2026-06-02
www.ad-hoc-news.de 2026-06-02 AD HOC NEWS
Beijings, New Beijing's New Tech Transfer Rules Cast Pall Over Xiaomi's 3nm Chip Debut and EV Push 02.06.2026 - 04:00:03 | boerse-global.de Xiaomi launches self-developed 3nm processor and $2.55B buyback, but Q1 profit plunges 43% and a new cross-border tech transfer rule threatens its global ambitions. Beijing's New Tech Transfer Rules Cast Pall Over Xiaomi's 3nm Chip Debut and EV Push - Bild:
2026-06-01
wccftech.com 2026-06-01 Wccftech
China's ongoing ability to access advanced AI chips from the likes of NVIDIA and AMD has remained a hard-to-crack conundrum in Washington for quite some time now. Even so, the Trump Administration now appears to be tightening the proverbial screws on these advanced chips by chopping off a major loophole that has allowed Chinese companies to circumvent US-led export controls. Back in May 2025, th
2026-05-28
finance.yahoo.com 2026-05-28 Yahoo Finance
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2026-05-28
news.google.com 2026-05-28 Reuters
2026-05-28
www.ft.com 2026-05-28 Financial Times
Then $75 per month. Complete digital access to quality FT journalism on any device. Cancel anytime during your trial. Essential digital access to quality FT journalism on any device. Pay a year upfront and save 20%. Complete digital access to quality FT journalism with expert analysis from industry leaders. Pay a year upfront and save 20%. FT Weekend newspaper delivered Saturday plus complete d
2026-05-27
tomshardware.com 2026-05-27 Jowi Morales
Some Chinese AI industry leaders must get the green light from Beijing before they can take that international vacation.
2026-05-26
finance.yahoo.com 2026-05-26 Yahoo Finance
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2026-05-21
www.nytimes.com 2026-05-21 The New York Times
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2026-05-20
www.tomshardware.com 2026-05-20 Tom's Hardware
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