69 h. ago Nexperia and Chinese owner fight for control of chipmaker in Dutch court

The battle for control of Dutch chipmaker Nexperia entered a new phase on Wednesday, as lawyers representing the firm and its Chinese parent Wingtech Technology traded blows during a seven-hour court hearing in the Netherlands. The Enterprise Chamber – a special Dutch court handling corporate disputes – scheduled the hearing to determine whether it should order a formal investigation into alleged mismanagement at Nexperia or overturn its earlier ruling, with a verdict set to be issued by...

Events

4 d. ago China chipmaking stocks rise on report of limits in Nvidia H200 sales

China chipmaking stocks rise on report of limits in Nvidia H200 sales  Investing.com

Politics

5 d. ago Chipmaker GigaDevice leaps 45% in Hong Kong debut amid China self

Chipmaker GigaDevice leaps 45% in Hong Kong debut amid China self-reliance push  South China Morning Post

Politics

5 d. ago China AI, chipmaking stocks extend rally as IPO boom boosts sentiment

China AI, chipmaking stocks extend rally as IPO boom boosts sentiment  Investing.com

Politics

1 week ago Japanese chemical stocks fall after China opens probe into chipmaking material

Japanese chemical stocks fall after China opens probe into chipmaking material  Investing.com

Politics

1 week ago Soaring prices, but shrinking demand as China’s memory chip market falters

China’s secondary semiconductor market is seeing a sharp run-up in memory chip prices as global supplies tighten, though vendors say the rally faces an awkward conundrum: the price tags might be higher, but the buyers are disappearing. “We’re looking at high asking prices, but no buyers,” said Cai Zhaojie, a merchant who sells electronic components at Huaqiangbei, the vast Shenzhen wholesale hub often described as the world’s biggest electronics market. The mark-ups on memory products had become...

Economics

1 week ago Samsung likely to flag 160% jump in fourth quarter profit as AI boom stokes chip prices

Samsung Electronics is expected to flag a 160 per cent jump in its fourth-quarter operating profit spurred by a severe chip shortage that has sharply driven up memory prices as customers scramble to meet booming demand for artificial intelligence. Semiconductor prices have rocketed in recent months, as the industry’s shift to AI-related chips has curbed production for traditional memory, while demand has been surging for both conventional and advanced chips to train and run AI models. Samsung...

Economics

1 week ago Baidu and Huawei tighten grip on China’s GPU cloud as chipmakers chase IPOs

Baidu and Huawei Technologies collectively accounted for more than 70 per cent of China’s market for cloud services built on home-grown graphics processing units (GPUs) in the first half of 2025, as home-grown artificial intelligence chips gain traction amid rising demand for computing power and a wave of public listing plans. The figures, published in a Frost & Sullivan report released on Sunday, defined “GPU cloud” providers as companies that controlled the full chip-to-cloud value chain –...

Politics

2 w. ago China’s top contract chipmakers pursue acquisitions amid Beijing’s self

Hua Hong Semiconductor, China’s No 2 contract chipmaker, on Wednesday announced the acquisition of its sister foundry in Shanghai, days after market leader Semiconductor Manufacturing International Corp (SMIC) said it would take full control of a subsidiary. Those big-ticket transactions – 8.27 billion yuan (US$1.2 billion) for Hua Hong and 40.6 billion yuan for SMIC – signalled a fresh round of consolidation in the country’s semiconductor industry, as Beijing’s tech self-sufficiency drive...

Politics

2 w. ago China’s top contract chipmakers pursue acquisitions amid self

China’s top contract chipmakers pursue acquisitions amid self-sufficiency drive  South China Morning Post

Politics

2 w. ago TSMC, Korean Firms ‘Can Send Chipmaking Tools to China Plants’

TSMC, Korean Firms ‘Can Send Chipmaking Tools to China Plants’  Asia Financial

Economics

2 w. ago LLMs and a chipmaking boom: Here's what Xi Jinping said about China's AI wins in his New Year's address

LLMs and a chipmaking boom: Here's what Xi Jinping said about China's AI wins in his New Year's address  Business Insider

Politics

2 w. ago U.S. allows TSMC to import chipmaking equipment to its China fabs — Samsung, SK hynix likewise receive go signal from Commerce Department

U.S. allows TSMC to import chipmaking equipment to its China fabs — Samsung, SK hynix likewise receive go signal from Commerce Department  Tom's Hardware

Politics

2 w. ago US grants TSMC annual licence to import American chipmaking tools into China

The US government has granted an annual licence to Taiwan Semiconductor Manufacturing Co (TSMC) to import American chip manufacturing equipment to its fabrication facilities in Nanjing, the capital of eastern China’s Jiangsu province, according to the company. The approval “ensures uninterrupted fab operations and product deliveries”, TSMC, the world’s largest contract chipmaker, said in a statement on Thursday to Reuters. South Korea’s Samsung Electronics and SK Hynix have also received...

Politics

2 w. ago U.S. grants TSMC annual licence to import U.S. chipmaking tools into China

U.S. grants TSMC annual licence to import U.S. chipmaking tools into China  Reuters

Politics

2 w. ago US grants annual approval to TSMC for chipmaking tool exports to China

US grants annual approval to TSMC for chipmaking tool exports to China  Reuters

Politics

2 w. ago China requires chipmakers to use at least 50% domestic equipment

China requires chipmakers to use at least 50% domestic equipment  Network World

Politics

2 w. ago Nvidia asks chipmaker TSMC to ramp up H200 production as China demand jumps, sources say

Nvidia is scrambling to meet strong demand for its H200 artificial intelligence chips from Chinese technology companies and has approached contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC) to ramp up production, sources said. Chinese tech companies have placed orders for more than 2 million H200 chips for 2026, while Nvidia currently holds just 700,000 units in stock, two of the people said. The exact additional volume Nvidia intends to order from TSMC remains unclear, they...

Politics

2 w. ago Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources

Nvidia asks chipmaker TSMC to ramp up H200 production amid China demand: sources  South China Morning Post

Politics

2 w. ago China accuses Netherlands of making 'mistakes' over chipmaker Nexperia

China accuses Netherlands of making 'mistakes' over chipmaker Nexperia  CNBC

Politics