# Semiconductors
Latest news and articles about Semiconductors
Total: 478 articles found
Apple’s Margin Defense: Cook Signals Price Hikes as Component Costs Surge
Apple CEO Tim Cook has confirmed that product prices will rise due to soaring costs for memory and storage chips. These hikes are expected to coincide with the September 2026 launch of the iPhone 18 series and a potential foldable model.
The DeepSeek Dilemma: Washington’s Strategic Pause in the AI Export War
U.S. authorities have temporarily halted the inclusion of Chinese AI firm DeepSeek on the trade blacklist, prompting a response from Beijing regarding fair competition. This pause reflects the growing complexity of sanctioning open-source software leaders whose innovations are deeply integrated into the global technology market.
Chasing Shadows: The High-Tech Mirage of a Chinese Plastic Maker
Suqian Unitech, a struggling chemical manufacturer, has been sanctioned by the Shanghai Stock Exchange for misleading investors about a semiconductor joint venture. Investigations revealed the company's high-tech partners were insolvent shell companies with no patents or employees, exposing the project as a desperate attempt to pivot away from its loss-making core business.
Strategic Pause: Why Washington is Hesitating on New AI Sanctions Against China
The U.S. Commerce Department has reportedly delayed adding AI startup DeepSeek and a major chipmaker to its Entity List to avoid escalating tensions with Beijing. China has responded by urging Washington to stop the political weaponization of trade and technology controls.
The Shanghai Pivot: Regulators Signal a New Tech-First Era for Chinese Capital Markets
Chinese markets staged a significant tech-led recovery following policy support signals from the Lujiazui Forum. Top regulators emphasized long-term capital stability and a strategic focus on deepening tech-sector integration within the A-share market.
Echoes of 2015: China’s AI-Driven STAR Market Faces a Reckoning
China’s technology-heavy STAR Market is showing signs of a classic investment bubble, with AI valuations far exceeding global benchmarks and historical precedents. As market logic shifts from cash flow to nationalistic narratives, investors are warned to prioritize liquidity and defensive assets before an inevitable correction occurs.
China’s Tech Surge: The STAR 50 Leap and the Pursuit of Hardware Hegemony
The STAR 50 index surged 4.69% on record-breaking volume as Chinese investors poured capital into semiconductors and hardware infrastructure. This rally reflects a strategic market shift toward state-backed technological self-sufficiency amid evolving global trade tensions.
The Rise of the Agents: Why 'Agentic AI' is the Next Great Catalyst for Silicon and Hardware
UBS identifies Agentic AI as the critical 2026 inflection point that will broaden the semiconductor rally beyond GPUs to CPUs and wafer front-end equipment. The shift toward autonomous AI agents is expected to drive CPU node market share to 41% by 2027 while normalizing industry supply chains.
China’s Tech Pivot: PCB Surge Signals Shifting Momentum Amid Market Volatility
Chinese markets saw a significant split on June 17, 2026, as the Shanghai Composite fell while the PCB and tech sectors surged to record highs. Investors are increasingly rotating away from consumption and tourism toward AI-linked hardware and advanced manufacturing infrastructure.
China’s Silicon Sovereign: MetaX and Zhipu AI Forge a Domestic Front Against Western Chip Dominance
Chinese GPU startup MetaX has achieved immediate 'Day 0' compatibility for its Xiyun C-series chips with Zhipu AI’s new GLM-5.2 model. This milestone highlights the growing maturity of China's domestic AI ecosystem and its ability to offer high-performance alternatives to restricted Western hardware.
China’s Silicon Synergy: MetaX GPU Achieves 'Day 0' Support for Zhipu’s Latest Flagship Model
Chinese GPU startup MetaX has successfully optimized its C-series GPUs to support Zhipu AI's new GLM-5.2 model on the day of its release. This achievement highlights the accelerating maturity of China’s domestic AI hardware-software ecosystem in response to global supply chain constraints.
Breaking the Silicon Ceiling: Zhipu AI’s GLM-5.2 and the Dawn of China’s Sovereign Compute Ecosystem
Zhipu AI has launched and open-sourced GLM-5.2, a high-performance model that leads global coding benchmarks. Crucially, the model is fully optimized for a wide range of domestic Chinese chipsets, signaling a major step toward an independent AI technology stack.