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2025-09-24

[News] AMEC Co-Founds RMB 1.5B VC Fund, Contributing RMB 735M amid China’s Semiconductor Push

AMEC, one of China’s leading chip equipment makers, is stepping up its investment efforts. According to ESM China, AMEC announced that its subsidiary, AMEC Semiconductor (Shanghai), plans to jointly establish Shanghai Zhiwei Panfeng Venture Capital Partnership together with Shanghai Zhiwei Private...

2025-09-24

[News] Micron’s 2026 HBM Not Sold Out Yet—But Will Reportedly Be Within Months as Pricing Deals Lock

Micron, which stunned markets in August by hiking its Q4 FY25 outlook, posted earnings today with a bullish tone, flagging strong demand ahead. Reuters quoted CEO Sanjay Mehrotra as saying the company expects to sell out its entire 2026 HBM supply within months, having already locked in HBM3E pricin...

2025-09-24

[News] Taiwan-Backed Photonics Chip Startups Target Cloud Giants with 2026 Launch

As semiconductor leaders NVIDIA and TSMC accelerate their photonics and co-packaged optics initiatives, emerging chip companies Celestial and OpenLight are positioning themselves to launch their debut processors by late 2025 through 2026, according to EE Times. The report, citing senior executive...

2025-09-24

[News] Huawei Released SiC Thermal Management Technology Patents

Huawei has recently disclosed two patents related to silicon carbide (SiC) thermal management technologies: “Thermal Conductive Composition and Its Preparation Method and Application” and “A Thermal Conductive and Wave-Absorbing Composition and Its Application.” The first patent outlines ...

2025-09-23

[News] OpenAI Reportedly Partners with Apple Supplier Luxshare for AI Hardware, Launch Slated for 2026–2027

According to Chinese media outlet Mydrivers, citing The Information, OpenAI has reportedly reached a strategic partnership with Chinese Apple device assembler Luxshare to jointly develop a groundbreaking consumer AI device. At the same time, Luxshare may not be the only Apple supplier involved. G...

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