The memory industry faces growing concerns over technological advances by Chinese rivals, potential HBM specification changes, and the sustainability of AI capital spending. However, according to Commercial Times, institutional investors remain optimistic about the industry's long-term outlook, supp...

China’s semiconductor equipment makers are showcasing their growing capabilities at WESEMIBAY. According to National Business Daily, SiCarrier, a key player in China’s domestic semiconductor equipment development, says all its semiconductor equipment products have entered mass production and are...

Ahead of its October 31 earnings release, CXMT forecast revenue of RMB 265–270 billion for the first nine months of 2026, surging more than sevenfold YoY, according to Star Market Daily. Yet another key watch point is its slowing profit momentum, as its third-quarter net profit growth eased sharpl...

China's semiconductor equipment makers are stepping up their push into advanced packaging as demand grows for technologies supporting HBM and chiplet integration. According to ETNews and Yicai, China's largest semiconductor equipment maker, NAURA, plans to acquire a hybrid bonding specialist to stre...

Intel is expanding its silicon photonics capabilities as demand for high-bandwidth optical interconnects grows across AI and high-performance computing (HPC). According to Wccftech, at the 2026 Open Compute Project (OCP) Global Summit, Intel claimed to be the only high-volume foundry capable of supp...