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    Europe's battery ambitions shrink as costs and China's dominance loom
    13min ago
    Memory rally lifts Adata to record quarter, AI demand fuels outlook
    29min ago
    NEWS TAGGED SMIC
    Tuesday 7 April 2026
    US MATCH bill targets China chip equipment, services

    US lawmakers are moving to tighten semiconductor restrictions, with a bipartisan proposal targeting both equipment exports and downstream...

    Wednesday 1 April 2026
    China's AI chip demand drives advanced foundry growth amid geopolitical split
    Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory...
    Tuesday 31 March 2026
    Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue
    The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...
    Monday 30 March 2026
    China foundry SMIC moves to capture growth beyond AI-led supply squeeze

    SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

    Monday 30 March 2026
    SMIC accused of supplying chipmaking tools to Iran military, US officials say
    SMIC, China's largest chipmaker, is accused by senior Trump administration officials of supplying chipmaking equipment to Iran's military, escalating tensions linked to the ongoing...
    Wednesday 25 March 2026
    Commentary: How Taiwan's chip talent flow is shifting—lessons from SMIC and Terafab
    Tesla CEO Elon Musk has launched the "Terafab" 2nm wafer fab project and initiated a global recruitment drive targeting high-level semiconductor talent, including engineers from Taiwan...
    Tuesday 24 March 2026
    China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
    Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...
    Thursday 12 March 2026
    SMIC flags supply squeeze in memory, BCD chips
    China's largest contract chipmaker, SMIC, says orders for mature-node memory and BCD processes are running at full capacity, pushing prices higher as AI demand tightens supply across...
    Wednesday 4 March 2026
    TSMC dominates global foundry rankings while four Chinese players enter top 10
    ChipInsights data shows the combined revenue of 29 pure-play foundries worldwide reached CNY1.149 trillion in 2025, up 25.46% year-on-year and exceeding the CNY1 trillion mark for...
    Wednesday 25 February 2026
    China targets fivefold jump in advanced chip output to fuel AI expansion
    China is preparing a fivefold increase in domestic advanced logic chip output within one to two years to support its expanding AI computing infrastructure, according to people familiar...
    Thursday 12 February 2026
    Applied Materials settles with BIS for US$252.5 million over SMIC shipments
    Applied Materials, a Santa Clara-based semiconductor equipment maker, has reached a US$252.5 million settlement with the US Department of Commerce's Bureau of Industry and Security...
    Thursday 12 February 2026
    TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
    Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
    Thursday 12 February 2026
    SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing
    The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that...
    Wednesday 11 February 2026
    Why SMIC’s full fabs don’t guarantee fatter profits
    China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
    Wednesday 11 February 2026
    SMIC breaks 2025 revenue record, margins fall to 19.2%
    On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook