With AI demand continuing to rise, China’s domestic foundries are seeing stronger orders and raising prices. According to Securities Times, around 80% of listed companies within the Shenwan semiconductor industry classification reported higher operating costs year over year in 1Q26, with wafer fou...

The U.S. has reportedly halted shipments of semiconductor equipment to facilities operated by China’s second-largest foundry, Hua Hong. According to Reuters, citing sources, the U.S. Department of Commerce has sent letters to several companies, including Lam Research, Applied Materials, and KLA, n...

Please note that this article cites information from Reuters, ijiwei, EE News Analog, and STMicroelectronics. STMicroelectronics has taken a major step to meet China’s growing chip demand. Reuters, citing a company press release, reports that the European chipmaker began shipping STM32 wafers t...

China is reportedly stepping up efforts to expand advanced chip manufacturing despite continuing U.S. restrictions. According to Nikkei, sources say the country aims to increase output of relatively advanced chips—including production at the 7nm and potentially 5nm performance levels—to 100,000 ...

Mature-node foundries may be poised for a new wave of price hikes. According to Commercial Times, the expansion of AI applications is driving rapid growth in demand for power management components, with industry sources suggesting that mature-node pricing could rebound. Among mature-node foundrie...