Semiconductor News & Analysis Feed
841 articles
2026-06-28
www.scmp.com
2026-06-28
South China Morning Post
Semiconductors
TechTech War
As AI pushes data centres to breaking point, some Chinese chipmakers bet on SiC
Basic Semiconductor is the latest firm in the space to move forward with an IPO
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Ann Caoin Shanghai
Published: 1:00pm, 28 Jun 2026
As the global artificial intelligence (AI) boom puts intense pressure on data centre energy grids, some Chines
2026-06-27
digitimes.com
2026-06-27
China's AI chip race is pushing the semiconductor bottleneck into advanced packaging and testing, where HPC, HBM, Chiplets and domestic substitution are driving a new capacity cycle.
2026-06-26
finance.yahoo.com
2026-06-26
Yahoo Finance
NVIDIA Corporation (NVDA) Expands Vera CPU Push in China Despite Export Restrictions
Sheryar Siddiq
Fri, June 26, 2026 at 3:50 AM PDT 1 min read
NVDA
-0.79%
Trade NVIDIA on Coinbase
Trading disclosure
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoti
2026-06-26
uk.finance.yahoo.com
2026-06-26
Yahoo Finance UK
NVIDIA Corporation (NVDA) Expands Vera CPU Push in China Despite Export Restrictions
Sheryar Siddiq
Fri, 26 June 2026 at 3:50 am GMT-7 1 min read
NVDA
-0.59%
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best tech stocks to buy now for the "Vera Rubin" chip cycle. On June 12, NVIDIA Corporation (NASDAQ:NVDA) announced that it had been actively promoting its latest Vera CPU to Chinese cloud and
2026-06-26
simplywall.st
2026-06-26
simplywall.st
Germany/Semiconductors/XTRA:IFX
Is Infineon Technologies (XTRA:IFX) Fully Valued On China’s GaN Sales Ban?
June 26, 2026
Simply Wall St
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Infineon Technologies (XTRA:IFX) is back in focus after China’s Supreme People’s Court upheld an injunction on its Gallium Nitride products. This ruling blocks related sales in mainland China and closes a long running patent dispute with Innoscien
2026-06-26
www.fool.com
2026-06-26
The Motley Fool
Semiconductor chip export restrictions to China have cost Nvidia (
NVDA
1.86%
) billions in revenue. In a recent interview, CEO Jensen Huang admitted that Nvidia's chip market share in China has been wiped out. Speaking about Nvidia's share of the artificial intelligence (AI) chip market, Huang said, "Nvidia had ... 90-some-odd percent of the world's market share. Today in China, we have now dropp
2026-06-26
www.digitimes.com
2026-06-26
digitimes
Infineon and Innoscience are locked in a global legal battle over alleged infringement involving gallium nitride (GaN) technology, with courts across multiple jurisdictions becoming battlegrounds for the dispute. In China, Innoscience appears to have gained...
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2026-06-26
www.digitaltoday.co.kr
2026-06-26
디지털투데이
AI & Enterprise
China AI server chip market sees domestic share near 80 percent, narrowing Nvidia's footing
AI Summary
Domestic chip suppliers led by Huawei and Cambricon are expected to account for close to 80 percent of China’s AI server chip market this year, TrendForce forecast. Foreign suppliers including Nvidia and AMD are seen falling to 21 percent market share in 2026 from 34 percent last
2026-06-26
digitimes.com
2026-06-26
CXMT's IPO highlights the growing geopolitical fragmentation of the global semiconductor industry, strengthening China's ability to finance domestic DRAM expansion and reduce reliance on foreign capital and technology. As supply chains increasingly split along regional lines, the listing reinforces Beijing's push for memory self-sufficiency and reshapes competitive dynamics in global markets.
2026-06-26
digitimes.com
2026-06-26
The detention of two Japanese nationals in China over suspected rare earth export violations is raising fresh compliance concerns for Japanese technology manufacturers operating in China, as Beijing tightens control over strategic minerals amid worsening Japan-China ties.
2026-06-26
digitimes.com
2026-06-26
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity could affect data centers, automotive suppliers, and power equipment buyers worldwide.
2026-06-26
www.digitimes.com
2026-06-26
digitimes
China's power semiconductor makers are lifting prices again as demand from artificial intelligence (AI) servers and new energy vehicles strengthens. The moves may signal a broader industry upcycle with global implications, as higher costs and tighter capacity...
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2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-26
en.sedaily.com
2026-06-26
Seoul Economic Daily
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2026-06-25
tomshardware.com
2026-06-25
Jowi Morales
Someone is copying Anthropic's homework.
2026-06-25
tomshardware.com
2026-06-25
Luke James
Qualcomm has announced that it will bring all four of its Dragonfly data center product lines to China.
2026-06-25
www.scmp.com
2026-06-25
South China Morning Post
Semiconductors
TechTech War
US chip giant Micron validates growth of China’s CXMT and YMTC amid tight memory market
The two Chinese firms are gaining market share in DRAM and NAND, although high-bandwidth memory remains dominated by global leaders
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FURTHER READING
Alibaba chip unit T-Head triples capital amid AI hardware bet
China’s JCET to build
2026-06-25
www.mlex.com
2026-06-25
MLex
By MLex Staff ( June 25, 2026, 06:33 GMT | Insight) -- China's top court has signaled it will generally uphold patent injunctions issued after a trial court finds infringement, using its decision to keep sales bans on certain Infineon Technologies gallium nitride products in place to guide future cases. China's top court has signaled it will generally uphold patent injunctions issued after a trial
2026-06-25
www.scmp.com
2026-06-25
South China Morning Post
Semiconductors
Tech
China’s JCET to build new plant in Shanghai to expand advanced chip packaging
US$1.15 billion investment underscores advanced packaging’s role in boosting China’s chipmaking capabilities amid rapid AI development
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Xinmei Shen
Published: 8:30am, 25 Jun 2026
Chinese chip-packaging and testing giant Jiangsu Changjiang Electronics
2026-06-25
digitimes.com
2026-06-25
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly infrastructure demand can affect component costs worldwide. The rally underscores a structural mismatch that could keep pressure on buyers across technology supply chains for years, according to industry sources.