As Bejing advances toward semiconductor self-reliance, high-end chipmaking tools are indispensable—yet lithography, controlled by ASML, poses the biggest challenge, with its EUV machines for sub-5nm chips off-limits for export. Notably, 42% of ASML’s Q3 2025 sales came from China, underscoring t...

While China is racing to close the lithography gap with homegrown tools from Huawei-linked SiCarrier and Yuliangsheng, the reality is that extreme ultraviolet (EUV) lithography remains an entirely different universe. Machines capable of printing sub-5nm chips are not just complex—they’re the pin...

Major leadership changes have been announced at Samsung. According to Chosun Daily, Vice Chairman Chung Hyun-ho, often described as Samsung Electronics’ “second-in-command,” has stepped down as head of the Business Support Task Force (TF) and retired from frontline management. The report adds ...

NVIDIA’s plan to co-develop chips for PCs and data centers with Intel has raised questions about the impact on longtime rival AMD. According to CRN, AMD noted in a recent SEC filing that Intel’s partnership with NVIDIA could “increase competition and adversely affect its business.” The repor...

As hyperscalers shift from AI training to inference workloads, the need for high-capacity memory is surging. While HBM benefits, NAND is also in high demand. SanDisk reports an undersupplied NAND market through the end of 2026, with customer conversations now pointing to tight supply extending into ...