Please note that this article cites information from ijiwei, Nikkei, and TechNews. Following the memory price surge, price hikes are now spreading to the analog chip segment. According to ijiwei, sources say STMicroelectronics has sent a price increase letter to customers, stating that prices ac...

Please note that this article cites information from Reuters, Nikkei, Economic Daily News, Commercial Times, EBN News and Nanya Technology. The memory market may be moving beyond a “zero-sum” game. Following Micron’s acquisition of PSMC’s fab to expand DRAM capacity in early 2026, collabo...

The global semiconductor industry is shifting its focus from the race for advanced nodes to competition over supply chain resilience in mature processes. Chinese foundries are stepping up efforts in capacity expansion, process upgrades, and ecosystem development in a move to seize the opportunities....

Please note that this article cites information from TechNews, The Korea Herald, and Liberty Times. As the Iran–U.S. conflict escalates, concerns are rising over disruptions to critical supplies from the Middle East, including semiconductor bulk gases. According to TechNews, beyond oil, some g...

Please note that this article cites information from Nikkei, Hong Kong China News Agency, Jiemian, CNBC, and EE Times China. Alibaba is ramping up its push into AI chips as demand for AI agents surges in China. According to Nikkei, Alibaba Group unveiled its latest CPU, XuanTie C950, designed...