Following the lead of AI giants OpenAI and Anthropic, which are developing custom silicon, Chinese players are making their own chip push. According to Reuters, DeepSeek is developing an in-house inference processor aimed at reducing reliance on both NVIDIA and Huawei hardware. On the other hand, Th...

China's integrated circuit industry saw a fresh wave of semiconductor expansion in the second quarter of 2026, driven by both cross-sector entrants and incumbent companies extending into adjacent businesses. Companies including Konfoong Materials International (KFMI), Longsys, GOPRO, Sunlord, Chi...

In late June, Samsung, SK hynix, and Micron were sued in the U.S. by 14 consumers and three small PC assembly and distribution firms over allegations of coordinated supply cuts that pushed memory prices up nearly 700% in four years, drawing close industry attention to how the case will unfold. Am...

．TV Entering July, TV panel demand weakens temporarily, as inventory stocking for the year-end peak season in August and September has yet to begin. Amid elevated cost pressures, brand customers continue to push panel makers for price reductions. Panel makers worked to keep prices stable in the...

Chinese companies are increasingly shifting away from NVIDIA's advanced AI accelerators in favor of domestic alternatives. According to Bloomberg, executives surveyed expect domestic products to account for 46% of their AI accelerator budgets over the next 12 months, up from 30% currently. Meanwh...