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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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PremiumThe rise of local agentic computing faces a brutal reality: rising DRAM pricesDRAM contract prices are forecast to climb another 58% to 63% this quarter.
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PremiumAstera Labs showcases 320-lane PCIe 6.0 switch for vendor-agnostic scaling in data centersAstera Labs has shown off the Scorpio X-Series 320-lane PCIe switch that promises to enable vendor-agnostic scale-up capability for AI infrastructure and disaggregated data center infrastructure.
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PremiumAI costs begin to bite as agents may increase token demand by 24 times, says Goldman Sachs reportMicrosoft and Uber are both considering refining their AI strategies as costs mount.
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PremiumIBM spins off America's first quantum chip foundry with $2 billion in federal and private fundingHeadquartered in Albany, New York, Anderon will operate a 300mm quantum wafer fab and offer its manufacturing services to competing quantum hardware vendors.
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PremiumImec builds world's first High-NA EUV-fabricated quantum dot qubit deviceImec may have revealed quantum computing’s clearest path to industrial-scale manufacturing
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PremiumAnalyst says Nvidia poised to capture two-thirds of the x86 server CPU market from Intel and AMD with expected $20 billion in revenueHaving become the main supplier of AI accelerators, Nvidia is now on track to outsell AMD and Intel with Vera CPUs and become a leading supplier of processors.
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PremiumMemory makers brace for hydrogen fluoride pricing shock as Hormuz blockade impacts supply chainChemical companies have absorbed costs so far this year, but they're about to dump them onto South Korean memory makers.
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PremiumSMIC founder and AMEC CEO urge Chinese fabs to test domestic chipmaking tools on active production linesChina's semiconductor equipment vendors collectively posted record revenues in 2025, but profitability is under pressure from domestic price competition.
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PremiumMusk's Colossus 1 AI supercomputer's inefficient mixed-architecture design couldn't be used to train Grok, so Anthropic's using it for inference insteadMusk turns Grok’s original AI cluster into a revenue machine.
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