News
Hygon and Sugon have canceled their planned merger, highlighting a growing wave of scrapped M&A deals in China’s A-share market. According to Chinese outlet Yicai, several A-share listed semiconductor companies have recently scrapped M&A and restructuring plans. On December 12, VeriSilicon...
News
As memory prices rise, cost pressures are intensifying across the PC market, prompting major vendors, including Dell, to adjust pricing. According to Business Insider, citing sources, the company plans to raise prices across its commercial product lines starting December 17. Sources say the price in...
News
Samsung is stepping up efforts to close the gap with TSMC in its foundry business and is reportedly gaining momentum in securing major customers. According to Sedaily, industry sources say Samsung Electronics’ Device Solutions (DS) Division, through its Foundry Business Unit, is in talks to manufa...
News
While Broadcom signaled strong demand from Google TPUs via Anthropic during last week’s earnings call, another leading Taiwanese ASIC supplier, MediaTek, is reported by the Economic Daily News to have secured orders for Google’s v7e and v8e TPUs. Supply chain sources cited by the report note tha...
Insights
Just ahead of President Trump’s approval of NVIDIA’s H200 exports to China, Bloomberg reported that rising AI chip contender Cambricon Technologies is aiming to more than triple its AI chip output in 2026 as competition with Huawei intensifies. TrendForce cautions, however, that intense compe...