Subject


Semiconductors


2026-02-11

[News] Shanghai IC Fund III Reportedly Expands 11-Fold to RMB 6B as China’s Chip Drive Accelerates

China’s push for chip self-sufficiency is gathering pace. According to South China Morning Post, the Shanghai Integrated Circuit Industry Investment Fund III recently raised its registered capital by 5.5 billion yuan (US$794 million) to 6 billion yuan, representing an increase of more than elevenf...

2026-02-11

[News] Winbond Expects DRAM Prices to Jump Nearly 4× by June 2026; Capacity Booked Through 2027

AI applications continue to drive unprecedented demand for memory, with DRAM supply tightness taking center stage at Winbond’s earnings call yesterday. According to Economic Daily News, Winbond said the DRAM shortage is set to persist, with memory prices this quarter expected to surge 90–95%, an...

2026-02-11

[News] SMIC Posts Record $9.3B in 2025 Sales; 7nm Yields Reportedly Weigh on Margins

Amid market talk of potential price hikes of around 10%, China’s leading foundry SMIC released its 4Q25 and full-year 2025 results on Feb. 10. Citing chinastarmarket.cn and the company’s disclosure, fourth-quarter revenue came in at US$2.489 billion, rising 4.5% quarter on quarter and 12.8% year...

2026-02-11

[News] Multiple Semiconductor Firms Implement Price Hikes

The semiconductor market has undergone significant changes recently, with a massive wave of price increases sweeping across the industry. Following previous announcements from Chinese firms such as Cmsemicon and Goke Microelectronics regarding price adjustments for specific product lines, severa...

2026-02-11

[News] India’s Chip Ambitions Grow: Qualcomm Completes 2nm Tape-Out, MediaTek Reportedly Mulls Entry

As India ramps up its semiconductor push, smartphone chip giant Qualcomm has completed the tape-out of a 2nm chip design in the country, marking a major milestone, according to local media Business Standard. The report, citing Qualcomm, notes that the work was carried out across the company’s e...

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