Since China tightened rare earth export controls, how has the industry adapted? According to Nikkei, analysis of Chinese customs data shows that between April 2025 and March 2026, exports of rare earth permanent magnets fell 4% year over year by volume to 58.1 million kilograms, while export value e...

TSMC announced on May 15 that it plans to sell shares in affiliate company Vanguard. According to Commercial Times, the foundry giant intends to sell up to 152 million common shares of Vanguard International Semiconductor Corporation (VIS), equivalent to around 8.1% of Vanguard’s outstanding share...

Amid surging memory price momentum, Japan’s NAND heavyweight Kioxia has delivered another blockbuster quarterly outlook, with further upside still in play. According to Nikkei, the company expects April–June 2026 net profit (IFRS) to jump 48-fold year-on-year to ¥869 billion, sharply beating th...

With Samsung’s major strike scheduled to begin on May 21, the memory giant has already moved to implement pre-emptive measures to limit potential losses. According to The Financial News and Newspim, the company is curbing the intake of new wafers into production lines while reshaping its product m...

Amid China’s semiconductor push, SMIC has remained a key player, with its earnings closely watched by the industry. According to The Wall Street Journal, SMIC posted a 5% increase in first-quarter net profit, missing analysts’ expectations. The report notes that net profit totaled US$197.4 mill...