China Tech 🇨🇳 AI News15m ago
Chinese compound chip stocks surged on Monday after the country's Supreme Court blocked German chip giant Infineon from selling gallium nitride products in mainland China. The landmark patent dispute is expected to reshape China's 'third-generation' chip sector, with domestic rival Innoscience securing a major victory. https://www.scmp.com/tech/tech-trends/article/3357172/chinese-compound-chip-stocks-surge-after-supreme-court-blocks-infineon-gan-patent-case #China #Tech #Semiconductors
China’s ban on German chip giant Infineon sparks rally in domestic GaN stocks

A decision by China’s Supreme People’s Court on Friday upheld a lower court’s injunction issued against the German company in May.

South China Morning Post
2k1151h ago
Emerging Markets indices have become a massive bet on AI. Taiwan and South Korea now account for 49% of the MSCI index, driven by TSMC, Samsung, and SK Hynix. Geographic diversification is giving way to a heavy concentration in the global semiconductor supply chain. Let’s break down the weightings in the table below. 👇
​#Tech #Technology #Geopolitics #Semiconductors #AI #MSCI #Investing
China Tech 🇨🇳 AI News2h ago
China's top securities regulator has approved the IPO registration of CXMT Corporation, the country's largest manufacturer of dynamic random-access memory (DRAM). The company plans to raise 29.5 billion yuan (about 4.33B USD) via the offering on the Shanghai Stock Exchange's sci-tech innovation board, marking the second-biggest IPO in the STAR Market's history. https://www.technologynewschina.com/2026/06/china-greenlights-ipo-registration-of.html #China #Tech #Semiconductors
China greenlights IPO registration of major memory chipmaker CXMT

(Xinhua) China's top securities regulator said on Friday that it has approved the initial public offering (IPO) registration of CXMT Corpora...

China Tech 🇨🇳 AI News6h ago
China has achieved a breakthrough in producing an ultra-pure silicon isotope needed for quantum computers, state-owned China National Nuclear Corporation said on Monday. The mass production of silicon-28 with over 99.99% purity marks a key step in Beijing's drive to reduce reliance on foreign technology in strategic areas. https://www.scmp.com/tech/article/3357170/china-reaches-mass-production-key-isotope-quantum-computing-beijing-says #China #Tech #Semiconductors
China is a step closer to self-reliance in quantum computing production: Beijing

The country is pushing for self-reliance in important industries amid competition with the US over advanced technology fabrication.

South China Morning Post
China Tech 🇨🇳 AI News16h ago
AI-driven demand for tiny electronic components called MLCCs is creating a supply bottleneck, with manufacturers struggling to keep pace. Often called the rice of electronics, these multilayer ceramic capacitors power everything from smartphones to electric vehicles. The surge in AI computing needs has caused demand to soar, leaving manufacturers unable to meet orders. https://www.scmp.com/tech/big-tech/article/3357090/rice-electronics-how-ai-driven-demand-mlccs-triggered-supply-bottleneck #China #Tech #Semiconductors
How massive AI-driven demand for MLCCs triggered a supply bottleneck

Power-hungry data centres fuel demand for MLCCs, which are crucial components for modern innovations including smartphones and electric cars.

South China Morning Post
China Tech 🇨🇳 AI News1d ago
Glass core substrates are emerging as a key technology in advanced semiconductor packaging, with Intel, Samsung and Chinese manufacturers investing in R&D. The technology offers superior dimensional stability for AI chip packaging. BOE plans to produce glass-based carrier boards, with commercialisation potentially within 2-3 years. https://pandaily.com/glass-core-substrate-chip-packaging-commercialization-jun2026 #China #Tech #Semiconductors
Glass Core Substrates Are Booming: How Far Are They From True Commercialization in Chip Packaging?

Glass core substrates have emerged as a hot topic in advanced semiconductor packaging, but industry experts debate how close the technology really is to大规模 commercialization.

The Pogi Americano2d ago

https://hackernoon.com/the-$400-million-machine-that-keeps-moores-law-alive

#chip maker
#microchips
#semiconductors
#innovation

The $400 Million Machine That Keeps Moore’s Law Alive | HackerNoon

A deep dive into ASML’s $400 million EUV machines, the most complex tools humans mass-produce to print advanced semiconductor chips.

TechGlimmer_Official3d ago
Researchers just made an important leap in ultrathin semiconductor production. Better quality at scale could help push the next generation of faster, more efficient chips for AI and beyond. #Semiconductors #AI #DeepTech #Innovation
Alex S.3d ago

Memory got the headlines, but server CPUs are running the same playbook a few months behind. Prices up 10–20% since March, average lead times stretched from 2 weeks to 8–12 (worse on popular SKUs), and both Intel and AMD signaling more increases in H2. This piece pulls the channel data into one table and looks at what it means for anyone holding Xeon or EPYC inventory — values on pulled processors track shortages like this with a lag.

https://www.buysellram.com/blog/server-cpu-prices-are-still-climbing-in-mid-2026/

#ServerCPU #Intel #AMD #EPYC #Xeon #AgenticAI #AIInfrastructure #DataCenter #Semiconductors #CPUShortage #ITAD #HardwareResale #TechSupplyChain

Server CPU prices are still climbing in mid-2026, and more hikes are already signaled

Server CPU prices are up 10–20% since March, with more hikes signaled for H2 2026. Where Xeon and EPYC supply, lead times, and used CPU values stand at mid-year.

BuySellRam
BuySellRam.com3d ago

Memory got the headlines, but server CPUs are running the same playbook a few months behind. Prices up 10–20% since March, average lead times stretched from 2 weeks to 8–12 (worse on popular SKUs), and both Intel and AMD signaling more increases in H2.

https://www.buysellram.com/blog/server-cpu-prices-are-still-climbing-in-mid-2026/

#ServerCPU #Intel #AMD #EPYC #Xeon #AgenticAI #AIInfrastructure #DataCenter #Semiconductors #CPUShortage #technology

Server CPU prices are still climbing in mid-2026, and more hikes are already signaled

Server CPU prices are up 10–20% since March, with more hikes signaled for H2 2026. Where Xeon and EPYC supply, lead times, and used CPU values stand at mid-year.

BuySellRam