Semiconductor News & Analysis Feed

An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now setting up an unusual confrontation with its largest customer, TSMC, and threatens to fall hardest on Chinese chipmakers with the fewest alternatives. It also lands in the middle of a broader 2026 repricing cycle that

Germany's District Court Munich I ruled on July 3 that Innoscience infringed Infineon Technologies' gallium nitride (GaN) patents, barring the Chinese chipmaker from importing, selling, or marketing the affected products in Germany and ordering it to pay damages.

GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks. The Chinese chipmaker said the move has lifted valuation levels well above industry averages, while cyclical swings in the memory market could later pressure earnings, a concern with potential relevance for global semiconductor investors.

Semiconductors TechTech War As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC Basic Semiconductor is the latest firm in the space to move forward with an IPO 2-MIN READ 0 Listen Make SCMP preferred on Google Ann Caoin Shanghai Published: 1:00pm, 28 Jun 2026 As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chines

The global power semiconductor supply chain is undergoing another reshuffling, after Chinese chipmaker Nexperia triggered disruptions in 2025 and, more recently, China's Yangjie Technology was added to the European Union sanctions list.

ChangXin Memory Technologies (CXMT) is gaining attention as a potential new force in the global DRAM market, but memory module vendors say the Chinese chipmaker is not offering the low-cost DDR5 supply many in the PC sector had hoped for.