Semiconductor News & Analysis Feed
841 articles
2026-06-25
digitimes.com
2026-06-25
ByteDance's reported plan to purchase at least 50,000 AI inference chips from Shanghai-based GPU developer Iluvatar CoreX could become one of the most significant commercial wins yet for China's domestic AI chip industry.
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.
2026-06-25
digitimes.com
2026-06-25
National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai Xinsheng Semiconductor Technology, in a restructuring aimed at easing losses in its wafer business.
2026-06-25
digitimes.com
2026-06-25
Global helium supply is under renewed strain. Nippon Sanso, Japan's largest industrial gas supplier, announced it will raise prices across its helium product line by an average of more than 30% starting July 2026, citing persistent tightness in global supply driven in part by rising geopolitical risks in the Middle East.
2026-06-25
wccftech.com
2026-06-25
Wccftech
Qualcomm is expanding its chip-design services to China as it is reportedly in early talks with ByteDance.
Custom-chip designs are picking up momentum across the tech industry, and a report by Reuters suggests that Qualcomm might be assisting ByteDance, a leading Chinese firm, with chip-design services.
Although the talks between Qualcomm and ByteDance are still early, if they succeed, then that
2026-06-25
tomshardware.com
2026-06-25
Luke James
PremiumChina's LineShine supercomputer has taken the top spot on the 67th TOP500 list, posting 2.198 exaflops on the High Performance Linpack benchmark.
2026-06-24
tomshardware.com
2026-06-24
Luke James
Chinese companies are paying as much as $82,000 for servers built around Nvidia's five-year-old A100 accelerator
2026-06-24
www.scmp.com
2026-06-24
South China Morning Post
US-China trade war
EconomyGlobal Economy
Exclusive
Dutch semiconductor giants join delegation to China as US pushes chip export curbs: source
The Netherlands has protested Washington’s proposed Match Act, which would further curtail its semiconductor firms’ business in China
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Xiaofei Xuin Paris
Published: 5:30pm, 24 Jun 2026Updated: 5:32pm, 24 Ju
2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Infineon (XTRA:IFX) Loses Final China Patent Fight Over GaN Products
Bailey Pemberton
Wed, June 24, 2026 at 2:15 AM PDT 3 min read
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China's Supreme Court has upheld an injunction against Infineon Technologies' Gallium Nitride products.
The ruling fin
2026-06-24
www.digitaltoday.co.kr
2026-06-24
디지털투데이
Industry
Intel buys ASML high-NA EUV lithography tool barred from China
AI Summary
Dutch chip equipment maker ASML has started shipping its next-generation high-NA EUV lithography tools to chip plants, with each unit costing $400 million. The system can achieve 8-nanometer resolution and draw finer circuits than existing EUV tools. Intel is the leading early customer after bringing in its first t
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.scmp.com
2026-06-24
South China Morning Post
Semiconductors
TechTech War
ASML EUV in China? The rumour is ridiculed but it reveals a tougher reality on the ground
If EUV is out of reach and access to DUV is tightening, there is a limit to how far chipmakers can go with older gear and new approaches
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Howard Liuin Beijing
Published: 11:00am, 24 Jun 2026
For anyone closely watching the semicon
2026-06-24
www.scmp.com
2026-06-24
South China Morning Post
Semiconductors
TechTech War
ASML EUV in China? The rumour is ridiculed but it reveals a tougher reality on the ground
If EUV is out of reach and access to DUV is tightening, there is a limit to how far chipmakers can go with older gear and new approaches
6-MIN READ
8
Listen
Make SCMP preferred on Google
Howard Liuin Beijing
Published: 11:00am, 24 Jun 2026
For anyone closely watching the semicon
2026-06-24
www.investing.com
2026-06-24
Investing.com
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2026-06-24
www.reuters.com
2026-06-24
Reuters
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2026-06-24
finance.yahoo.com
2026-06-24
Yahoo Finance
Nvidia's banned AI chips double in price on China's black market, FT reports
Illustration of Nvidia logo · Reuters
Reuters
Tue, June 23, 2026 at 5:25 PM PDT
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June 23 (Reuters) - Nvidia's AI chips have more than doubled in price on China's black market, the Financial Times reported on Tuesday, citing multiple Chinese chip traders.
R
2026-06-24
www.ft.com
2026-06-24
Financial Times
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2026-06-24
digitimes.com
2026-06-24
Former SMIC CEO Tzu-yin Chiu is extending his semiconductor materials strategy into photomasks, one of the most critical upstream links in chip manufacturing. Guangzhou Xinrui Photomask Technology, also known as New Ray Mask, where Chiu serves as chairman, has begun IPO listing guidance, marking another step in his shift from foundry operations to China's chip materials supply chain.
2026-06-24
digitimes.com
2026-06-24
China's LineShine supercomputer debuted at No. 1 on the June 2026 TOP500 list, announced at the ISC 2026 conference in Hamburg, becoming the first system to sustain more than two exaflops on the standard HPL benchmark using CPUs only. The result marks the first time since 2017 that a China-based system has led the TOP500 ranking, and reflects Beijing's effort to present a frontier computing system
2026-06-24
digitimes.com
2026-06-24
Qualcomm's reported talks to provide custom chip-design services to TikTok owner ByteDance show how China's AI chip supply chain is moving beyond a simple Nvidia replacement story.