# Semiconductors
Latest news and articles about Semiconductors
Total: 270 articles found
The Art of the Chip Deal: Trump’s Multi-Billion Dollar Regret Over Intel
President Trump expressed regret over not taking a larger equity stake in Intel, despite the U.S. government's 9.9% share growing from $8.9 billion to over $50 billion. The investment, a fusion of CHIPS Act subsidies and state equity, highlights a shift toward aggressive industrial policy as Intel begins to compete with TSMC through new partnerships with Apple and Tesla.
Silicon Civil War: Samsung’s Internal Bonus Schism Ignites 45,000-Worker Strike
A massive labor strike involving 45,000 Samsung employees over bonus disparities is threatening to disrupt the global AI and semiconductor supply chain. The unrest highlights deep-seated internal divisions between Samsung's memory and foundry units as the company struggles to maintain its lead against rival SK Hynix.
China’s Equity Rally Stalls as Global Bond Pressures Temper Tech Ambitions
Chinese markets retreated in Monday morning trading as the Shanghai Composite fell 0.22% amid a broad sell-off involving over 3,500 stocks. While energy stocks and specific semiconductor giants like GigaDevice showed resilience, rising US bond yields and stagflation fears are prompting a defensive rotation among domestic investors.
AI Power Surge: How the ‘100-Billion Club’ is Redrawing China’s Economic Map
China's '100-billion-yuan market cap club' has expanded by over 50% since late 2024, driven by a surge in AI, semiconductor, and new energy sectors. This growth is reshaping China’s economic geography as second-tier cities like Suzhou and Wuhan challenge the traditional dominance of Beijing, Shanghai, and Shenzhen.
China’s Equity Frenzy Hits a Ceiling as Turnover Breaks the Three-Trillion Threshold
China’s daily market turnover fell below the 3 trillion yuan mark as the recent rally showed signs of fatigue. While the tech-heavy ChiNext index dropped 0.36%, specific sectors like robotics and semiconductors remained active amidst a broader trend of market consolidation.
China’s Memory Champion Outearns Moutai as AI Boom Fuels $7.8 Billion Profit Surge
Chinese DRAM leader Changxin Technology (CXMT) reported a record 33 billion RMB profit in Q1 2026, surpassing Moutai’s earnings and signaling a massive V-shaped recovery driven by AI-led demand. The company is now seeking a 29.5 billion RMB IPO to fund its technological push to challenge global leaders Samsung, SK Hynix, and Micron.
The Giant-Slayer’s Debut: Cerebras, Donald Trump Jr., and the Next Phase of the AI Arms Race
Cerebras Systems has successfully launched 2026's largest IPO, achieving a $67 billion valuation on the back of its innovative wafer-scale chip technology. The listing highlights a pivot toward AI inference efficiency and features a high-profile investor lineup including Donald Trump Jr. and OpenAI’s Sam Altman.
The End of the China Discount: Flagship Phones Eye the Five-Digit Price Barrier
Chinese smartphone manufacturers are preparing to launch flagship devices exceeding 10,000 RMB as memory costs soar. Meanwhile, the industry is pivoting toward AI 'Token' utilities and 6G infrastructure to offset hardware supply chain volatility.
Sovereign AI: China Unicom Unveils All-Domestic Tech Stack to Shield Shanghai’s Digital Future
China Unicom has launched a full-stack domestic AI infrastructure in Shanghai, integrating locally made chips, models, and cloud services. The move aims to achieve technological autonomy and provides a commercial framework for enterprise AI adoption through tiered services and a dedicated 'Agent Supermarket.'
The Silent Squeeze: Power Management ICs Join the Global Semiconductor Price Hike
Major semiconductor firms are set to raise prices for Power Management ICs this summer, driven by rising costs in wafer fabrication and packaging. While price hikes remain in the single-digit range, the move reflects a broader trend of supply chain inflation as the global chip market heads toward record-breaking annual revenues.
The Leather Jacket on Air Force One: Jensen Huang’s Last-Minute Seat at Trump’s Table
Nvidia CEO Jensen Huang joined President Trump's China delegation at the last minute after a personal intervention by the President. The move highlights the tension between U.S. tech export restrictions and the desperate need for American firms to maintain access to the Chinese market amid rising domestic competition.
Samsung’s Summer of Discontent: Record Profits Meet a Labor Revolt
Samsung Electronics faces a dual crisis as Chairman Lee Jae-yong apologizes for internal labor disputes following an 8.6% stock price collapse. Over 40,000 employees plan a historic 18-day strike over profit-sharing disagreements, despite record-breaking AI-driven earnings that have failed to satisfy a workforce feeling undervalued compared to rivals.