Recent media reports indicate that some Japanese suppliers of tungsten hexafluoride (WF₆) have notified Korean semiconductor companies of possible disruptions in raw material supply, with existing inventories expected to last only until mid-2026. Industry observers warn that such supply constraint...

As export curbs continue to hinder NVIDIA’s H200 from gaining traction in China, domestic chip leader Huawei is emerging as a key beneficiary. According to The Information, cited by 163.com, DeepSeek plans to deploy its upcoming V4 model on Huawei’s latest AI processor, the Ascend 950 PR. Here�...

Japanese silicon wafer supplier SUMCO has announced a delay in the construction of two new wafer fabs, citing structural changes in the global semiconductor market. The company noted that while demand for wafers used in PCs and smartphones has stabilized, demand driven by generative AI is surging. A...

Backed by support from the U.S. government and major chip players including NVIDIA, Intel is stepping up efforts to revive its manufacturing strategy amid resilient CPU demand. As it now positions its 18A node for potential external customers, the company is also reclaiming full ownership of its Ire...

As STMicroelectronics moves to address rising chip demand in China through its partnership with local foundry Huahong, another major chipmaker is also stepping up its China push. According to Jiemien News and IT Home, onsemi has designated Shanghai as its Greater China headquarters, alongside pla...