Global memory makers’ shift toward high-capacity products is reshaping the market, with Taiwan’s Macronix emerging as a key beneficiary. According to Economic Daily News, following Samsung’s exit from MLC NAND, Macronix’s NAND revenue share jumped from 21% to 30% in the first quarter of 2026...

China’s AI inference GPU sector is seeing fresh momentum. According to ifeng.com, China-based AI inference GPU company Sunrise has completed a new funding round exceeding RMB 1 billion, bringing its valuation above RMB 10 billion and becoming the first unicorn in China’s pure-play inference GPU ...

China's domestic GPU maker, Moore Threads, reportedly turned profitable in Q1 2026, marking its first quarterly profit since listing on the STAR Market in December 2025. According to EE Times China, the company generated revenue of RMB 738 million in the first quarter, up 155.35% year over year. Net...

Intel is reportedly selling chips that would typically be scrapped, as strong CPU demand is prompting customers to accept such parts. According to Tom's Hardware, sources say the company is now selling CPUs that may previously have been considered scrap or low-grade output, generating additional rev...

After being implicated in a 2nm-related trade secrets case involving TSMC engineers, Japanese semiconductor equipment giant Tokyo Electron was also caught up in a separate controversy tied to a Chinese chip tool start-up. According to the Financial Times, Jay Chen—formerly a key figure in its Chin...