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2026-04-23

[News] Yuanjie’s Share Price Surpasses Kweichow Moutai’s, Hinting at a Boom in Optical Chip Demand

On April 17, shares of Yuanjie Semiconductor continued to rally, briefly surpassing CNY 1,410 during intraday trading and overtaking Kweichow Moutai to become the highest-priced stock in China’s A-share market. By midday close, Yuanjie retreated slightly to CNY 1,403.08, still marginally above Mou...

2026-04-23

[News] China OSAT SJ Semiconductor Reportedly Raises RMB 5B in IPO, Largest A-Share Offering of 2026 So Far

China’s chip packaging firm SJ Semiconductor has successfully listed on the STAR Market. According to 21jingji, SJ Semiconductor (SJSemi) has officially debuted on the Shanghai Stock Exchange’s STAR Market, raising a total of about RMB 5 billion in its IPO, making it the largest fundraising in C...

2026-04-22

[News] Samsung Xi’an NAND Output Reportedly Dips 5%–6% Amid 200+ Layer Shift; Impact May Extend into Next Year

Samsung Electronics’ NAND flash facility in Xi’an, China, is reportedly seeing a decline in wafer output as it undergoes equipment upgrades. According to Chosun Biz, monthly NAND wafer production has declined year on year, with output estimated to have fallen by about 5%–6% from a previous lev...

2026-04-22

[News] SK hynix Breaks Ground on P&T7 Advanced Packaging Fab in Cheongju, Wafer-level Packaging Set for 2028 Ramp

Ahead of its earnings release tomorrow, SK hynix announced another major investment amid the AI memory boom, holding a groundbreaking ceremony for its P&T7 facility in Cheongju on the 22nd. According to Reuters and a company press release, the KRW 19 trillion (US$12.85 billion) project will be b...

2026-04-22

[News] Server CPU Prices Up as Much as 20% Since March; Intel May Raise Prices Another 8%–10% in 2H26

Amid a continued surge in AI computing demand, the CPU market is entering a new wave of price increases. According to Commercial Times, ODMs indicate that since March, consumer and server CPU prices have risen by 5%–10% and 10%–20%, respectively. Supply chain sources also say major international...

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