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2026-10-02

[News] AMOLED Display Driver Leader Viewtrix Expands into Optical Communications

On September 15, Viewtrix Technology announced the establishment of two controlled subsidiaries Shuqing Zhiyun (Shanghai) and ChipEngine (Shanghai). Respectively bearing its new optical interconnect and UCIe IP operations, the move extends the company’s business footprint from display driver ICs (...

2026-10-01

[News] Huawei Expands LogicFolding Chips to Mate 90 Flagships, but Design Requires More Wafers

Huawei is expanding the use of its homegrown chip technologies across its latest flagship smartphones as it continues to operate under U.S. restrictions on advanced semiconductors. According to Reuters, Huawei unveiled its Mate 90 smartphone series, highlighting its in-house operating system and red...

2026-10-01

[News] Tencent Reportedly Signs $7B Deal to Lease 100,000 AI Chips From Oracle in Southeast Asia

Tencent is turning to overseas cloud infrastructure to secure access to advanced AI computing capacity unavailable in China. According to Reuters, citing Financial Times, Tencent has reportedly signed its largest overseas leasing deal with U.S. cloud provider Oracle, gaining access to about 100,000 ...

2026-10-01

[News] Micron FY2026 Revenue Surges 256% to $133.2B, Locks In 35%+ of Revenue Through 2030

Micron closed fiscal 2026 with record-setting growth, fueled by strong memory pricing and surging AI-driven data center demand. According to Investing.com, the company reported fiscal Q4 revenue of $54.2 billion, up 31% sequentially and 379% year over year. Full-year revenue reached $133.2 billion, ...

2026-09-30

[News] Samsung Foundry Loss Reportedly Seen Shrinking 42% YoY in 2026 as HBM4 Base-Die 4nm Demand Rises

Samsung Electronics’ growing HBM4 business is helping support its foundry operations as the company works to narrow losses. According to Digital Today, the foundry business is expected to reduce its losses in the third quarter, supported by HBM volumes from Samsung’s memory division. Because HBM...

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