News
As 2025 drew to a close, China’s chip industry was accelerating its consolidation push. After SMIC unveiled plans to acquire the remaining 49% stake in its Beijing subsidiary in a 40.6 billion yuan ($5.8 billion) share-based deal, the country’s second-largest foundry, Hua Hong Semiconductor, ann...
News
SMIC to Buy the Remaining 49% Shares of SMIC North and to Bring in New Investors On December 29, Semiconductor Manufacturing International Corporation (SMIC) released an announcement widely seen as a textbook case of balance-sheet management. By buying profits and introducing state capital in loc...
News
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...
News
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...
Insights
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...