Subject


Semiconductors


2026-01-08

[News] China Foundry Push Accelerates with Nexchip RMB 35.5B Phase IV, Hua Hong’s RMB 8.2B Deal

Recent developments in China’s semiconductor sector signal an accelerated pace of expansion, particularly in the wafer foundry segment. Nexchip Kick-Started Construction of Phase IV Project with Investment of CNY 35.5Bn On January 4, 2026, Nexchip Semiconductor announced via its official WeC...

2026-01-08

[News] 2025 China Chip IPO Surge: 30 A-Share Filings Target Nearly RMB 100B; HK Listings Accelerate

In 2025, China’s semiconductor industry has seen a new wave of IPO activity. According to ijiwei, statistics show that 30 semiconductor companies entered the A-share IPO review process during the year, with a combined fundraising target of nearly RMB 100 billion. At the same time, 19 non–A-share...

2026-01-07

[News] China’s Lithography Push: AMIES Takes Full Shareholding in SMEE Subsidiary in Asset Restructuring

As China accelerates its semiconductor consolidation, its footprint is extending into lithography machines, one of the most advanced sectors of chipmaking equipment. According to ICRANK, Shanghai Weiyao Industrial Co., Ltd. has recently undergone a shareholder change, with Shanghai Micro Electronics...

2026-01-07

[News] AMD Reportedly Weighs Reviving Older Zen 3 Chips as DDR5 Prices Push Up PC Upgrade Costs

As memory shortages continue to drive costs higher, chipmakers are reassessing their strategies. According to Tom’s Hardware, David McAfee, AMD’s Corporate Vice President and General Manager of the Client Channel Business, said at CES 2026 that the company could consider reviving older AM4 desk...

2026-01-07

[News] Memory Shortages Reportedly Spark CSP Buying Spree; 2027 Supply Contracts Eyed as Early as Q1

As demand for AI servers continues to surge, memory capacity has become exceptionally tight. According to Commercial Times, U.S. and Chinese cloud service providers (CSPs) are engaging in aggressive purchasing, leaving global memory capacity for 2026 nearly sold out. Industry sources add that supply...

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