Subject


Semiconductors


2026-02-03

[News] China-Based Gree and Analogix Announced Senior Management Changes

Recently, Chinese semiconductor industry saw executive reshuffles in two companies Gree Electric and Chipone. Dong Mingzhu Steps Down as Legal Representative and Executive Director of Gree Electronic Components According to information from Tianyancha, Dong Mingzhu has stepped down as legal re...

2026-02-03

[News] Kioxia Names New President ahead of Earnings Release: Key Points to Watch

As Kioxia and SanDisk extended their joint venture at the Yokkaichi facility by five years to 2034, the Japanese memory giant made another high-profile move last week. On January 29, Kioxia announced that Hiroo Ota, currently Vice President and Executive Officer, will take over as president effectiv...

2026-02-02

[News] TSMC 2nm Reportedly Tight Amid Mobile, HPC Demand; NVIDIA May Be First to Adopt 1.6nm in 2028

NVIDIA CEO Jensen Huang hosted a dinner on the evening of the 31st for senior executives from key supply-chain partners. As noted by Economic Daily News, Huang said TSMC must work at full stretch this year, underscoring tight capacity for its advanced nodes. TSMC’s 2nm capacity has reportedly been...

2026-02-02

[News] Three Chinese Chip Toolmakers Reportedly Enter Global Top 20 as Naura Rises to Fifth by Sales

China’s chipmaking equipment makers are gaining momentum. According to Nikkei, three Chinese firms ranked among the world’s top 20 semiconductor equipment manufacturers last year—up from just one in 2022—as U.S. export restrictions push China’s chip industry to strengthen long-standing gap...

2026-02-02

[News] China’s Memory Sector Booms: 13 A-Share Firms Project Triple-Digit Profit Growth in 2025

As global heavyweights Samsung, SK hynix and Micron cash in on surging prices driven by the AI boom, China’s smaller memory players are also catching the upcycle. According to Sina, as of January 29, 52 A-share memory-related companies had released their 2025 earnings forecasts, with 13 of them pr...

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