Semiconductor News & Analysis Feed
843 articles
2026-06-24
digitimes.com
2026-06-24
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private placement to expand chip equipment capacity, strengthen wafer reclamation services, and accelerate high-end semiconductor tool R&D.
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
2026-06-24
digitimes.com
2026-06-24
Qualcomm's reported talks to provide custom chip-design services to TikTok owner ByteDance show how China's AI chip supply chain is moving beyond a simple Nvidia replacement story.
2026-06-24
digitimes.com
2026-06-24
China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with five major Japanese suppliers posting a combined 12% drop in China sales for the fiscal year ended March 2026, Nikkeireported.
2026-06-23
www.kucoin.com
2026-06-23
KuCoin
AI needs a good "brain" to develop a body.
Article author and source: Semi-Industry Spectrum
Recently, Muxi Co., Ltd. and UBTECH signed a strategic cooperation agreement in Nanjing to jointly establish Xuanxuan Chuangzhi Technology (Wuxi) Co., Ltd., focusing on the research and development and mass production of embodied intelligence edge chips. Muxi is a domestic high-performance GPU company, w
2026-06-23
newsletter.semianalysis.com
2026-06-23
SemiAnalysis
China’s CXMT Is Set to Challenge DRAM Incumbents
CXMT IPO, SK Hynix, Micron, Samsung Competition, Process Node Deficit, China HBM, Wafer Adds, Memory LTAs
RAY WANG, MYRON XIE, DYLAN PATEL, AND 3 OTHERS
JUN 23, 2026
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We were the first to describe the memory shortage coming from AI’s insatiable usage in reasoning and agentic flows in late 2024 on the newsletter. We have since p
2026-06-23
tomshardware.com
2026-06-23
Anton Shilov
China's LineShine supercomputer is now officially the world's fastest FP64 machine, but its mixed-precision results are behind those of El Capitan, Frontier, and Aurora.
2026-06-23
simplywall.st
2026-06-23
simplywall.st
Netherlands/Semiconductors/ENXTAM:ASML
ASML (ENXTAM:ASML) Denies Ever Shipping EUV Machines To China
June 23, 2026
Simply Wall St
Reviewed by Bailey Pemberton
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ASML Holding (ENXTAM:ASML) has publicly denied ever shipping extreme ultraviolet (EUV) lithography systems to China.
The company reiterated this position amid renewed media and governmental scrutiny around export controls and
2026-06-23
simplywall.st
2026-06-23
simplywall.st
Germany/Semiconductors/XTRA:IFX
Is Infineon (XTRA:IFX) Rethinking Its Power Semiconductor Strategy After China’s GaN Sales Ban?
June 23, 2026
Simply Wall St
Reviewed by Sasha Jovanovic
In June 2026, China’s Supreme People’s Court upheld a final sales injunction against Infineon Technologies’ Gallium Nitride (GaN) products in mainland China, confirming earlier findings that they infringed two of In
2026-06-23
finance.yahoo.com
2026-06-23
Yahoo Finance
ASML (NasdaqGS:ASML) Denies China EUV Export Allegations As Scrutiny Builds
Bailey Pemberton
Tue, June 23, 2026 at 4:12 AM PDT 2 min read
ASML.AS
-5.74%
Track your investments for FREE with Simply Wall St, the portfolio command center trusted by over 7 million individual investors worldwide.
ASML Holding (NasdaqGS:ASML) has firmly denied accusations that its advanced EUV lithography systems were
2026-06-23
digitimes.com
2026-06-23
China's DRAM supply chain is becoming a new variable in the global memory market. CXMT, China's largest DRAM manufacturer, is accelerating its DDR5 expansion. Recent reports stated that US memory brand Corsair Gaming has adopted CXMT-made chips in some of its DDR5 products, a development that has drawn industry attention.
2026-06-23
digitimes.com
2026-06-23
Infineon and InnoScience are escalating their global GaN patent dispute across the US, Germany, and China, with each side scoring wins in infringement suits that are already affecting real-world sales. Sources familiar with the matter say the latest rulings are effectively pushing the two companies into separate market territories.
2026-06-23
digitimes.com
2026-06-23
China's memory industry is undergoing another round of ownership restructuring. According to a recent merger review case disclosed by China's State Administration for Market Regulation (SAMR), YMTC Holdings, the parent company of Yangtze Memory Technologies (YMTC), will sell its 39% stake in Wuhan Xinxin Semiconductor Manufacturing (XMC) to Wuhan Optics Valley Semiconductor Industry Investment.
2026-06-23
www.verdict.co.uk
2026-06-23
verdict.co.uk
__fail__
2026-06-22
www.techtimes.com
2026-06-22
Tech Times
By Adrian Parham
Published: Jun 22 2026, 10:34 AM EDT
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ASML.COM
The US Department of Commerce escalated its confrontation with Dutch semiconductor equipment manufacturer ASML on Monday, presenting specific documentary evidence that the company shipped specialized transport equipment and other c
2026-06-22
www.marketscreener.com
2026-06-22
marketscreener.com
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2026-06-22
www.marketscreener.com
2026-06-22
marketscreener.com
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2026-06-22
finance.yahoo.com
2026-06-22
Yahoo Finance
ASML asserts compliance with China export controls on EUV machines
ASML says no EUV lithography machines shipped to China amid US scrutiny · Verdict · PixelBiss/Shutterstock.com.
BV Swagath
Mon, June 22, 2026 at 2:22 AM PDT 2 min read
ASML.AS
-4.98%
ASML has denied shipping of any of its extreme ultraviolet (EUV) lithography machines to China, following assertions from US officials regarding poss
2026-06-22
www.verdict.co.uk
2026-06-22
verdict.co.uk
__fail__
2026-06-22
www.newelectronics.co.uk
2026-06-22
New Electronics
www.newelectronics.co.uk
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