Taiwan Semiconductor Manufacturing Co (TSMC) will be in focus as shares resume trading on Monday after a global sell-off in artificial intelligence-linked stocks last week. Investors were caught off guard by news of Chinese start-up DeepSeek’s AI model that almost rivalled leading US developers, causing a rout in chip stocks while Taiwan was closed for … Read more
Yangtze Memory Technologies Corporation (YMTC), China’s leading flash memory chip manufacturer, has achieved a significant technological breakthrough despite US sanctions, amid Beijing’s push for technological self-sufficiency, according to a report by TechInsights. YMTC has implemented its new Xtacking4.0 memory chip design in its highest-density 3D NAND chip, which was discovered in the commercial ZhiTai TiPro9000 … Read more
US semiconductor giant Texas Instruments gave a disappointing earnings forecast for the current period, hurt by still-sluggish chip demand and higher manufacturing costs. Profit will be 94 cents to US$1.16 a share in the first quarter, the company said in a statement on Thursday. The midpoint of that range, US$1.05 a share, was well below … Read more
South Korea’s SK Hynix forecast sales of its high-end semiconductors used in generative artificial intelligence (AI) chipsets would double this year after reporting a record quarterly profit that surpassed its bigger rival Samsung. Shares in SK Hynix, a key supplier to AI chip giant Nvidia, however, dropped 3 per cent on Thursday as the company … Read more
Samsung Electronics is ramping up investment in artificial intelligence for consumer electronics, betting on its ubiquitous presence in gadgets from smartphones to TVs to help it stake out a spot in the AI arena. Samsung is counting on its unique market position as a leader in not just mobile devices but also home appliances like … Read more
Over the past six years, Huawei “experienced countless moments of darkness, uncertainty and defeat”, but has also seen “one miracle after another, making the impossible possible”, Meng, daughter of Huawei founder and chief executive Ren Zhengfei, wrote in a message published by the Shenzhen-based firm. Meng, 52, thanked Huawei’s customers, supply chain partners and employees … Read more
Huawei Technologies’ latest series of flagship smartphones contains memory chips made by South Korean semiconductor supplier SK Hynix, according to research firm TechInsights, as Chinese-made options remain limited amid a US-led export ban on advanced chipmaking equipment to the mainland. In a teardown report published last week, analysts at the Canadian firm said they found … Read more
China’s chip ambitions are being tested again as fresh US sanctions, the third escalation in three years, hit more broadly across the semiconductor supply chain, industry insiders said. The US Commerce Department, which oversees export controls, added 140 Chinese chip-related organisations to a trade blacklist and placed additional restrictions on China’s access to semiconductor manufacturing … Read more
China’s efforts to develop home-grown artificial intelligence (AI) semiconductors are facing fresh setbacks as the US prepares to implement new rules restricting South Korean exports of advanced memory chips to Chinese companies. The mainland would find itself in a difficult position if the supply of high-bandwidth memory (HBM) chips from South Korea is cut off … Read more
With one of the biggest booths at the CIIE’s Intelligent Industry & Information Technology section, Samsung featured its GDDR7 chip, touted as one of the world’s most advanced memory products for graphics processing, as well as the HBM3E, which is designed for high-performance computing applications and artificial intelligence (AI) development projects. SK Hynix, meanwhile, showcased … Read more
