Huawei, Baidu and other industry partners have launched China’s first multi-source agreement (MSA) for near-packaged optics (NPO), aiming to establish an open and unified technical standard framework for next-generation high-speed optical interconnects and accelerate ecosystem collaboration. Ac...

China has outlined another ambitious push in semiconductors. According to South China Morning Post, chip startup Yuanjiwei has launched what it describes as the world's first pilot 8-inch production line for two-dimensional (2D) semiconductors. Looking ahead, the report adds that Chairman Bao Wenzho...

Samsung’s 2nm ramp at its Taylor fab may be moving closer to reality. According to Yonhap News, a Samsung Foundry official recently shared on LinkedIn that Tesla’s AI5 chip has completed tape-out and is expected to enter production afterwards on Samsung’s 2nm process at the Texas facility. ...

China has introduced new export restrictions on helium. According to ESM China, China's Ministry of Commerce and the General Administration of Customs jointly announced on July 10 that helium would be placed under temporary export restrictions, effective immediately with no grace period. Mydrivers ...

Ahead of TSMC’s July 16 earnings call, the foundry giant today posted record June sales, with revenue rising 6.2% MoM and 67.9% YoY to reach NT$442.7 billion, according to its press release. The strong June performance lifted TSMC’s Q2 revenue to approximately NT$1.27 trillion, falling on the up...