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    Advanced packaging emerges as new battleground in AI chip race between Taiwan and US
    7h 42min ago
    Samsung's consumer electronics face profit challenges amid cost pressures and competition
    7h 42min ago
    AD Technology targets KRW 1 trillion revenue with 2nm CPU platform by 2029-2030
    7h 42min ago
    South Korean panel profits expected to rise despite chipflation
    7h 42min ago
    AI demand drives MLCC shortages with extended lead times among major manufacturers
    7h 42min ago
    South Korea's Hyundai targets Georgia Tech talent as Taiwan lags in humanoid robot sector
    7h 42min ago
    NEWS TAGGED YMTC
    Thursday 9 April 2026
    China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
    Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...
    Wednesday 8 April 2026
    China intervenes in memory supply; Apple outpaces local smartphone vendors
    Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...
    Monday 30 March 2026
    Phison and Intel go hybrid to keep China's AI lobster craze from burning out
    The recent craze for OpenClaw "lobster raising" in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents...
    Monday 23 March 2026
    China moves into high-end photoresist production: Dinglong ramps up, YMTC lends support
    As geopolitical tensions and energy transport risks heighten volatility in the global semiconductor supply chain, the stability of upstream critical materials — particularly...
    Thursday 26 February 2026
    YMTC's ZhiTai brand rolls out SSD lineup in Taiwan amid tight memory supply

    At a time when the global memory market is marked by tight supply and surging prices, ZhiTai, the consumer brand under China's YMTC, has...

    Tuesday 17 February 2026
    Pentagon's brief blacklist reversal could ease US OEM access to Chinese memory suppliers, complicating Trump-Xi summit dynamics
    Pentagon's brief blacklist reversal could ease US OEM access to Chinese memory suppliers, complicating Trump-Xi summit dynamicsWith President Donald Trump set to visit China in just...
    Monday 16 February 2026
    Pentagon withdraws 1260H list adding Alibaba, BYD and Baidu, removing YMTC and CXMT

    The Pentagon briefly published an updated list of Chinese companies alleged to have ties to the People’s Liberation Army, then withdrew...

    Friday 6 February 2026
    YMTC Phase III speeds Wuhan fab installations and domestic equipment deliveries
    China's semiconductor investment is once again converging in Wuhan. YMTC's Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving...
    Wednesday 4 February 2026
    China's memory makers abandon low-price strategy: DRAM, NAND near Korean levels
    Recent market speculation has claimed that China's memory producer CXMT is triggering a price war by offloading DDR4 at deep discounts. Supply chain sources, however, said CXMT has...
    Wednesday 4 February 2026
    CXMT, YMTC scale up DRAM and HBM output keenly in largest expansion push yet
    Amid an acute global memory chip shortage, China's leading manufacturers ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies (YMTC) are rolling out their most aggressive...
    Tuesday 3 February 2026
    YMTC enters LPDDR5 battlefield as China leans on it to steady NAND flash supply
    Memory shortages are worsening across the market as international suppliers shift capacity aggressively toward servers, tightening supply for consumer electronics and automotive sectors...
    Monday 2 February 2026
    Sanctioned YMTC fast-tracks Wuhan Phase III NAND fab for early 2H26 mass production
    China's YMTC is fast-tracking construction of its Wuhan Phase III NAND flash fab, bringing its mass production target forward to the second half of 2026, roughly a year ahead of the...
    Wednesday 21 January 2026
    China's semiconductor equipment leaders push HBM autonomy as US tightens restrictions
    US export restrictions on advanced semiconductor equipment to China have become the biggest obstacle to China's domestic production of high-bandwidth memory (HBM). It has been reported...
    Monday 5 January 2026
    China memory makers' IPO line up: CXMT seeks US$4.2 billion, YMTC prepares filing
    Strong AI demand has pushed the memory sector into a rare upcycle. China's leading DRAM maker CXMT is advancing an IPO application on the STAR Market, targeting CNY29.5 billion (US$4.21...
    Wednesday 31 December 2025
    YMTC goes full speed toward HBF next
    Amid rising US-China tech tensions and tight semiconductor supply chains, YMTC disclosed advances in 3D NAND flash memory and plans to develop high bandwidth flash (HBF) technology...
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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