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PremiumSMIC posts record $3B quarter and hikes wafer pricesSMIC posted its first $3 billion quarter earlier this month, with revenue up 36.1% year on year, net profit nearly tripling to $479.2 million.
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PremiumAjinomoto reportedly cuts critical chip packaging film supply to China by 30% as domestic substitutes race to qualifyJapanese chemical maker Ajinomoto has reportedly told customers in mainland China that it will cut the supply of ABF.
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PremiumChina's homegrown AI accelerators to supply 90% of the country's domestic market, analysts suggestChina could become almost self-sufficient in high-end AI accelerators in 2026 as Chinese IHVs led by Huawei expected to supply 90% of AI processors used domestically.
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PremiumSouth Korea's $880 billion chip and AI plan faces two big problems: power and waterThe ₩1,350 trillion total combines a $520 billion semiconductor program with AI data center and robotics spending, mostly made up of corporate capex.
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PremiumInside the history of DRAM price-fixing lawsuits17 plaintiffs sued Samsung, SK hynix, and Micron in the U.S. District Court for the Northern District of California in late June.
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PremiumU.S. PC shipments drop 7%, market isn't expected to bounce back until 2029New data suggests PC shipments are already down in 2026 and are likely to get worse in the latter half of the year, but that could be setting the stage for a resurgence in the years to come.
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PremiumChinese Z.ai's latest model tops AI ranking charts amid Anthropic Fable 5 banWithin a week of Fable's ban, GLM-5.2 had climbed to the top of the openly available leaderboards.
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PremiumThe AI tokenmaxxing party is crashing over spiraling costs"Leadership [...] are still asking the question of whether they're getting value from what we're spending."
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PremiumUS Secures Netherlands for Pax Silica Alliance in key win for strategic chip allianceInside the US Pax Silica Alliance with the Netherlands.
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PremiumArm servers capture over 45% of data center market revenueArm-based servers accounted for nearly half of server revenue in Q1 2026, challenging x86. But in the coming years, they might catch up unit wise as well.
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SemiconductorsPost-silicon era gets closer as industry giants crack the 2D transistor scaling bottleneck with breakthrough techImec, ASML, and TSMC have integrated both n-type and p-type transistors with atomically thin 2D channels on a single 300mm wafer.
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PREMIUMUS pulls the 'kill-switch' on Anthropic's Fable 5 AI models, sending global allies scramblingWorld leaders are concerned that projects can be cut off by arbitrary U.S. regulations.
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