A fresh wave of foundry price hikes is spreading from advanced nodes to mature processes. While Security Times reports that China’s leading foundry SMIC has raised prices on certain production lines, chinastarmarket.cn adds that TSMC affiliate Vanguard International Semiconductor (VIS) has also no...

Memory is not the only segment seeing price momentum. China’s leading foundry, SMIC, has increased prices for certain production lines by around 10%, according to local outlet Security Times. Notably, while the increases are expected to take effect shortly, some sources cited by the report note...

Just ahead of President Trump’s approval of NVIDIA’s H200 exports to China, Bloomberg reported that rising AI chip contender Cambricon Technologies is aiming to more than triple its AI chip output in 2026 as competition with Huawei intensifies. TrendForce cautions, however, that intense compe...

As the global AI data-center race drains memory supply, major chipmakers are moving fast — and the shockwaves are spreading. Notably, Reuters reported last Friday that Samsung has quietly raised prices on select memory chips by as much as 60% from September. But the scope of this memory supercycle...

China's foundry giant SMIC reported robust Q3 results with profits surging 29% year-on-year, but surprised markets by revealing an unexpected ripple effect: tight memory chip supplies are making smartphone clients increasingly cautious with orders, according to chinastarmarket.cn. Notably, SMIC�...