Subject


Semiconductors


2026-03-11

[News] China IC Exports Hit 304.7B Yuan in Jan–Feb 2026, Up Nearly 70% as AI Lifts Mature-Node

China’s integrated circuit (IC) exports are accelerating sharply. According to ijiwei, citing data released by the General Administration of Customs on March 10, China’s IC exports reached 304.67 billion yuan in January and February this year, marking a 68.9% year-over-year increase. In terms of...

2026-03-11

[News] NVIDIA Reportedly May Revive RTX 3060 on Samsung 8nm Amid China Curbs, TSMC Constraints

NVIDIA is reportedly considering reviving some of its older GPUs. According to Hankyung, industry sources say Samsung’s foundry division will resume production of NVIDIA’s RTX 3060 after a two-year halt, with the chip set to be manufactured on Samsung’s 8nm process. The report adds that Samsun...

2026-03-11

[News] Applied Materials Teams Up with Micron, SK hynix for Next-Gen DRAM, HBM and NAND Development

As the AI boom drives memory demand, semiconductor equipment makers are reaping the benefits while deepening ties with top memory producers. Applied Materials has teamed up with Micron and SK hynix to develop next-generation chips critical for AI and high-performance computing, according to Reuters....

2026-03-11

[News] China’s Lisuan to Launch 6nm Gaming GPU on March 12, Targeting NVIDIA RTX

China’s latest challenger to NVIDIA may soon make its consumer debut. According to Wccftech, although the consumer GPU market has seen limited launches this year, Lisuan is preparing to introduce its G100 GPU for gamers on March 12. As noted by CHEAA.com, Lisuan will showcase its Lisuan eXtreme...

2026-03-10

[News] Samsung Groq Orders May Jump ~70% to 15K Wafers; Tesla Reportedly Delays Other Foundry Clients

Groq, an AI chip startup that NVIDIA “acquired indirectly,” has reportedly requested increased production from Samsung Electronics Foundry. According to Chosun Biz, sources say Groq recently decided to boost the output of its AI chips produced by Samsung from roughly 9,000 wafers to about 15,000...

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