On August 11, Vertilite Inc., a leading supplier of compound semiconductor optical chips, signed an agreement to locate its high-end optical communication chip and device R&D and manufacturing base in Changzhou, Jiangsu Province. Representing a total projected investment of approximately RMB ...

At last week’s earnings calls, China’s two leading foundries, SMIC and Hua Hong, reported utilization rates of 93.7% and 102.8%, respectively, underscoring how tightly stretched their capacity has become. Beyond pricing power, the foundries’ next moves on capacity allocation and expansion are ...

Samsung is reportedly weighing a shift in plans for its new Giheung facility as it prepares for growing NVIDIA-driven HBM demand. According to ZDNet, sources say the company is considering repurposing NRD-K Line 2, currently under construction, from its original R&D role into a foundry productio...

Taiwan’s memory makers are accelerating capacity expansion. According to UDN News, Nanya Technology reportedly plans to build new 12-inch wafer fabs in both Yunlin and Pingtung, targeting next-generation and customized DRAM. The investment is expected to exceed the NT$300 billion committed to Nan...

SMIC announced its latest earnings. According to Star Market Daily, the company reported 2Q26 revenue of US$3.0 billion, up 20% QoQ. Gross profit reached US$760 million, up from US$504 million in 1Q26 and US$450 million in 2Q25. Gross margin rose 5.2 percentage points QoQ to 25.3%. The report notes ...