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Trailing-edge foundry roadmaps for GlobalFoundries, UMC, and SMIC
By Luke James published
Premium We explore Globalfoundries, UMC, and SMIC's individual trailing-edge roadmaps, as each company is pursuing a fundamentally different strategy shaped by geography, regulation, and technology choices.

Chinese university builds 3D chip design tool tailored to Huawei's ‘LogicFolding’ architecture
By Luke James published
The announcement came two days after Huawei presented LogicFolding and its accompanying Tau Scaling Law at ISCAS 2026.

China adds homegrown AI chips to 'secure and reliable' procurement list for the first time
By Luke James published
The certifications are valid for three years and were issued jointly by the China Information Technology Security Evaluation Centre and the National Secrecy Science and Technology Evaluation Centre.

SK hynix unveils 'iHBM' thermal architecture that cools AI memory at the source
By Etiido Uko published
Technology may solve HBM's critical heating problem

Imec builds world's first High-NA EUV-fabricated quantum dot qubit device
By Etiido Uko published
Premium Imec may have revealed quantum computing’s clearest path to industrial-scale manufacturing

Huawei claims sanctions-busting breakthrough with 1.4nm-class chips by 2031, claims 55% higher transistor density
By Etiido Uko published
Flagship Huawei Mate 90 series will be the first commercial processors to feature the LogicFolding architecture

Samsung's $400,000 payout for memory workers sparks revolt as other divisions get only $4,000, fueling intentional production slowdowns
By Luke James published
It’s understood that meetings are being canceled across Samsung's non-memory and shared business units.

The custom AI ASIC state of play (May 2026) — Broadcom deals, Google TPUs, Meta MTIA & beyond
By Luke James published
Premium ASIC-based AI server shipments are projected to reach 27.8% of the market in 2026, the highest share since 2023, and custom ASIC shipments will grow 44.6% year-over-year.
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