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JCET lifts 2026 capex to CNY10 billion as AI packaging demand outruns forecasts
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XCENA teams up with Samsung on rack-scale CXL memory; demos on Intel Xeon 6
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Samsung locks 70% of memory output as HBM spot prices soar
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Huawei's revenue climbs 9.6%, but AI, chips and HarmonyOS exact heavier R&D toll
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South Korea-India joint venture opens semiconductor materials plant, targets China-free supply chain
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Commentary: CXMT's HBM3E leap gives China's AI chipmakers a new path to scale
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India expands chip ambitions with full Semicon 2.0 notification
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Taiwan's G2C+ Alliance members target global markets
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SEMICON Taiwan 2026 to spotlight AI-driven semiconductor supply chain shifts
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Nvidia's MediaTek investment signals a broader push to shape AI infrastructure
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Apple Pulls the Plug on Intel MacBook Repairs as Transition to Its Own Chips Hits Final Stage
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New Apple CEO John Ternus inherits its hardware empire and its AI problem
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Nvidia and MediaTek link AI technologies in bid to accelerate custom data center chip adoption
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Sundar Pichai Says Alphabet Can't Build AI Capacity Fast Enough, and Anthropic Has Secured 5 Gigawatts of It.
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