Semiconductor News & Analysis Feed

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's

South Korean media report that SK Hynix has created a new memory strategy organization, a "Growth Strategy Department," to map out next-generation semiconductor strategy. The move is seen as an effort to reset its medium- to long-term plans in a rapidly shifting memory market and preserve its leadership position.

Germany/Semiconductors/XTRA:IFX Is Infineon (XTRA:IFX) Rethinking Its Power Semiconductor Strategy After China’s GaN Sales Ban? June 23, 2026 Simply Wall St Reviewed by Sasha Jovanovic In June 2026, China’s Supreme People’s Court upheld a final sales injunction against Infineon Technologies’ Gallium Nitride (GaN) products in mainland China, confirming earlier findings that they infringed two of In

Thailand's newly established National Semiconductor and Advanced Electronics Policy Committee has approved the framework for a national semiconductor strategy and a workforce development plan to strengthen the country's position in the global chip supply chain.

Europe's semiconductor strategy is undergoing a quiet but significant reversal. After years of focusing on manufacturing capacity and supply-chain resilience, a new industry blueprint argues that Europe started in the wrong place. The next phase of policy must focus less on fabs and more on the conditions that create them: chip design, startup scale, local demand, and faster execution.

Chips Act 2.0 shifts EU focus from factory subsidies to chip design and demand.

We use cookies to improve your experience and for marketing. Read our cookie policy or manage cookies. Malaysia's National Semiconductor Strategy (NSS) is opening new avenues for U.S. firms, according to a market intelligence report from the U.S. International Trade Administration. The strategy, launched in 2024 and reinforced through 2025–2026 with additional policies and budget support, aims t

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“Can Europe realistically compete on leading-edge fabs alone?” Maria Marced said. “No.”

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As the Nexperia episode sharpens Europe’s focus, experts say resilience will hinge on application relevance, supply chain depth, and smarter investment priorities.