Driven by AI demand, memory chips have entered a new price upcycle since the second half of 2025. What developments among China’s A-share memory-related companies are worth watching? According to Cailian Press, recent 2025 annual reports by major companies reflect varied performance across the val...

Following Micron’s completion of its acquisition of Powerchip Semiconductor Manufacturing Corp’s Tongluo P5 fab in March, the Taiwanese chipmaker provided further operational updates. According to Central News Agency, PSMC said at its annual general meeting on April 10 that first-quarter operati...

Major tech companies are stepping up efforts to develop in-house chips. Amazon is reportedly exploring the possibility of selling its chips to external customers, while Anthropic is said to be planning its own chip development. According to Bloomberg, Amazon is weighing the option of offering its ch...

Semiconductor giants are accelerating global advanced packaging expansion as demand for AI chips surges, with Southeast Asia emerging as one of the most sought-after hubs. While Intel is set to bring its advanced packaging facility in Malaysia online later this year, Bloomberg reports that Samsung i...

Rising AI compute demand is driving a new wave of price increases, signaling that computing power is becoming an increasingly scarce resource in the AI era. According to Jiemian News, following Alibaba Cloud and Baidu Cloud, Tencent Cloud has also joined the ranks of providers raising AI compute pri...