In 2025, China’s semiconductor industry has seen a new wave of IPO activity. According to ijiwei, statistics show that 30 semiconductor companies entered the A-share IPO review process during the year, with a combined fundraising target of nearly RMB 100 billion. At the same time, 19 non–A-share...

As China accelerates its semiconductor consolidation, its footprint is extending into lithography machines, one of the most advanced sectors of chipmaking equipment. According to ICRANK, Shanghai Weiyao Industrial Co., Ltd. has recently undergone a shareholder change, with Shanghai Micro Electronics...

As memory shortages continue to drive costs higher, chipmakers are reassessing their strategies. According to Tom’s Hardware, David McAfee, AMD’s Corporate Vice President and General Manager of the Client Channel Business, said at CES 2026 that the company could consider reviving older AM4 desk...

As demand for AI servers continues to surge, memory capacity has become exceptionally tight. According to Commercial Times, U.S. and Chinese cloud service providers (CSPs) are engaging in aggressive purchasing, leaving global memory capacity for 2026 nearly sold out. Industry sources add that supply...

At CES 2026, NVIDIA officially unveiled its Rubin platform with next-generation HBM, drawing attention to CEO Jensen Huang’s take on the memory crunch. According to Chosun Biz and Hankyung, he said NVIDIA does not expect memory shortages to affect operations and noted that, as the exclusive user o...