SK hynix, the world’s second-largest NAND maker, has indirectly become the largest shareholder of Kioxia, the third-largest NAND player. Citing Nikkei, ZDNet reports that Bain Capital’s special-purpose vehicle (SPC), BCPE Pangea Cayman2, has overtaken Toshiba after the Japanese conglomerate trim...

As Google reportedly targets an aggressive 12–15 million TPUs by 2028, Microsoft is also stepping up its in-house AI chip push, with TSMC poised to benefit. Reuters, citing The Information, reports that Microsoft could unveil its next-generation Maia 300 as early as September and is in talks with ...

Xiamen Wafertop (Yinke Qirui) Semiconductor Technology Co., Ltd. recently completed a new round of strategic equity financing. The investment round was jointly participated in by the Xiamen Jinyuan Industrial Chain Innovation Fund (managed by Xiamen Venture Capital) and Xiamen High-tech Venture Capi...

China’s AI chip industry continues to gain momentum. According to Cailian Press, Cambricon reported revenue of RMB 5.996 billion in 1H26, up 108.13% YoY, while net profit attributable to shareholders surged 122.61% to RMB 2.311 billion. Adjusted net profit excluding non-recurring items rose 137.30...

Coinciding with SK hynix’s KRW 54.3 trillion investment in the Yongin Y2 and Cheongju M17 fabs, Bloomberg reports that the memory giant is considering bringing in external investors or selling a stake in its Chongqing semiconductor packaging plant, valued at around KRW 4 trillion ($3 billion). The...