As NVIDIA, Broadcom and TSMC rally behind co-packaged optics (CPO), Huawei is charting a different course with near-packaged optics (NPO). According to Nikkei and the South China Morning Post, the Chinese tech giant unveiled its own NPO standard and debuted a 7.2Tbps solution on Thursday at the Chin...

China’s CXMT is making further inroads into the high-end mobile memory market. According to Business Korea, Samsung Electronics is supplying LPDDR5X mobile DRAM and flash memory for the Nubia NaviX Ultra, jointly developed by Chinese telecommunications equipment maker ZTE and IT company ByteDance....

Power semiconductor price hikes are continuing to spread across the industry. According to STAR Market Daily, Renesas Electronics has announced another pricing adjustment, with the new prices set to take effect on January 1, 2027. The company previously announced a price increase in March that took ...

Rising memory costs are adding pricing pressure across China’s AI chip market, with major domestic suppliers reportedly raising prices for their latest products. According to Reuters, sources say Huawei has raised the indicated price of its Ascend 950DT accelerator card to more than RMB 250,000. D...

Apple’s rollout of the iPhone Duo, iPhone 18 Pro and Pro Max, all powered by A20 Pro chips built on TSMC’s 2nm process, is giving its foundry partner a major boost. The launch comes as TSMC posted record August revenue of NT$514.8 billion, up 10.1% MoM and 53.3% YoY, according to its press relea...