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Recent Posts
- [News] China’s OSATs Step Up: Tongfu Microelectronics to Raise RMB 4.4B; JCET Backs Chip Fund
- [News] Out with the Old: Memory Giants Map Their 2025-26 Exit Strategy amid Supply Crunch
- [News] Expert Says HBF May Be Deployed in NVIDIA GPUs by 2027–28; Market Could Surpass HBM by 2038
- [News] SK hynix Unveils 5-Bit NAND That Splits Cells, Delivers 20× Faster Reads
- [News] MediaTek Debuts Dimensity 9500s on TSMC 3nm and 4nm 8500, Targeting Upper-Midrange Market
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Monthly Archives: January 2026
[News] TSMC Reportedly Plans Mature-Node Tool Shift to Singapore, Accelerates Exit as Arizona Expands
As TSMC steps up its Arizona push with a US$197 million land purchase for a future gigafab, the foundry is also reshaping capacity at home — trimming mature-node output to make room for more advanced processes. According to the Economic …
[News] Moutai, Guoxin Micro, Empyrean Set up New Firms Related to IC Manufacturing
Recently, a number of well-known companies like Moutai, Guoxin Micro and Empyrean set up new entities whose business scopes involve integrated circuit (IC) domain. Moutai Again Engages in IC Arena by Establishing a New Company On January 1, 2026, Guizhou …
[News] China Opens Anti-Dumping Investigation into Key Chip Material Dichlorosilane from Japan
As China accelerates its push for domestic chipmaking tool self-sufficiency, aiming for 50% of equipment in any new capacity to come from local suppliers, the country is also stepping up efforts to reduce reliance on critical semiconductor materials. On January …
[News] NVIDIA Reportedly Tightens H200 Payment Terms Despite Possible Q1 Approval from China
NVIDIA is facing mounting uncertainty in China, with the administration reportedly asking local firms to suspend orders for its H200 AI chips. According to Central News Agency, citing The Information, sources say Beijing authorities this week instructed some Chinese technology companies …
Posted in Artificial Intelligence, Emerging Technologies, Semiconductors
Tagged China, H200, Nvidia
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[News] China Memory Buyers Reportedly Fade as a Box of DDR5 Is Said to Cost as Much as a Shanghai Home
Memory prices continue to rise, as sharply higher quotes are reportedly dampening buyer interest in China. According to South China Morning Post, China’s spot market for memory chips is surging amid tight global supply, yet the rally presents a clear dilemma: …