Recently, Guotou Jixin (Beijing) Equity Investment Fund (Limited Partnership) (“Guotou Jixin”), an investment vehicle under the Phase III China Integrated Circuit Industry Investment Fund Co., Ltd. (the “Big Fund Phase III”), has taken an equity stake in IC substrate maker AKM Meadville (Xia...

SMIC to Buy the Remaining 49% Shares of SMIC North and to Bring in New Investors On December 29, Semiconductor Manufacturing International Corporation (SMIC) released an announcement widely seen as a textbook case of balance-sheet management. By buying profits and introducing state capital in loc...

China has finalized its 2026 consumer goods trade-in policy, marking the program’s third consecutive year of supporting domestic consumption. According to Reuters and CCTV News, Beijing has set aside 62.5 billion RMB ($8.94 billion) in ultra-long-term special treasury bonds to fund the initiative,...

Chinese display maker CSOT is reportedly expanding its role in Samsung Electronics’ smartphone OLED supply chain. According to South Korean outlet The Elec, sources say China’s CSOT is set to supply OLED panels for Samsung Electronics’ upcoming Galaxy A57 smartphone for the first time. The Gal...

According to TrendForce's latest memory spot price trend report, regarding DRAM, the price increase for DDR4 remains more significant compared to DDR5, and Samsung has clearly stated it will not defer its EOL plan. As a result, supply will decline rapidly for DDR4 in 2026, leading to the highest per...