# Semiconductors
Latest news and articles about Semiconductors
Total: 481 articles found
The Gas Shield: Korea’s Chip Giants Lock in Helium Supplies as Supply Chains Fray
Samsung Electronics and SK Hynix have signed long-term helium supply contracts with Linde and Air Products to mitigate global shortages. This move secures essential cooling and processing materials for advanced semiconductor fabrication amidst rising geopolitical uncertainty.
Samsung’s Dynastic Tax Bill Settled: Jay Y. Lee Bets $84 Billion on an AI Rebirth
The Lee family has completed the payment of a historic $9 billion inheritance tax, allowing Jay Y. Lee to solidify his control and launch a massive $84 billion investment plan. Samsung is now pivoting aggressively toward AI-centric semiconductors and hybrid manufacturing to challenge industry leaders like TSMC and NVIDIA.
The New Frontline: Bezos Enters the AI Arms Race as Talent and Hardware Tensions Reach a Boiling Point
The AI industry is transitioning into an industrial phase characterized by intense talent poaching from Bezos's new lab, long-term hardware alliances between Google and Broadcom, and an escalating legal war between OpenAI and Elon Musk.
Beyond the Atmosphere: Beijing Moves to Secure the Future of Orbital Intelligence
Beijing has launched a dedicated Space Computing Innovation Center to develop radiation-hardened AI chips and satellite cooling systems. The move signals a strategic shift toward processing data in orbit, aimed at achieving technological parity with global leaders in commercial aerospace.
The Power Behind the Prompt: China’s Battery Giants Pivot to AI Data Centers
The 14th Energy Storage International Summit highlighted the shift of energy storage from a backup utility to a core component of AI infrastructure. Major Chinese firms are launching high-performance AIDC solutions to manage the extreme power volatility of AI clusters, setting the stage for a 2026 market breakout.
China's Embedded Chip Squeeze: Nations Technologies Hikes Prices as Supply Chain Costs Bite
Chinese chip designer Nations Technologies has announced a 15% to 20% price increase for its products due to rising raw material costs. The hike affects critical components used in robotics, IoT, and automotive electronics, signaling deepening supply chain pressures for domestic high-tech manufacturing.
Silicon Squeeze: Why the AI Boom is Sending Smartphone Prices Soaring in China
A global shortage of memory chips, exacerbated by the AI hardware boom, has forced major Chinese smartphone brands like Xiaomi, OPPO, and Huawei to raise retail prices. Industry leaders warn that this high-cost cycle could last until 2027, potentially leading to a significant contraction in global smartphone shipments as consumers face higher costs.
Orbital Intelligence: Beijing Deploys Millions to Secure the Future of Space Computing
Beijing has launched a major funding initiative for space computing, offering up to 10 million RMB per project to solve critical bottlenecks in reusable rockets and radiation-resistant chips. The program uses a market-driven 'Open Competition' model to accelerate China's commercial space capabilities.
Beyond the Die: How Advanced Packaging is Rewriting the Semiconductor Rulebook
At SEMICON China 2026, Henkel's Ram Trichur emphasized that 2.5D and 3D packaging have become the primary drivers of AI performance. As the industry faces massive thermal and structural challenges, the focus is shifting toward material innovation, AI-assisted R&D, and sustainable manufacturing to overcome the physical limits of traditional silicon scaling.
Silicon Resilience: Biren Technology Signals Strategic Pivot as Revenue Triples Amid AI Arms Race
Biren Technology has reported a 207% revenue increase for 2025, marking its transition from a chip startup to a systemic provider of massive AI computing clusters. With over 8.5 billion yuan in total cash following its IPO, the firm is positioning itself as a domestic alternative to high-end global GPUs by focusing on optical interconnects and inference-optimized architectures.
SMIC’s High-Stakes Pivot: Chasing Advanced Packaging as the Next Frontier in China’s Silicon Shield
SMIC reported strong 2025 growth but faces margin pressure from a massive $37 billion expansion drive and a missed AI storage boom. The company’s strategic pivot toward advanced packaging signals a new phase in China's pursuit of semiconductor self-reliance, focusing on system-level performance to bypass lithography limitations.
Huawei Extends Domestic Reach with Enjoy 90 Launch as Silicon Sovereignty Solidifies
Huawei has launched the Enjoy 90 smartphone series in China, featuring proprietary Kirin 8-series chips and the new HarmonyOS 6. The budget-friendly series is strategically priced to expand Huawei's domestic ecosystem and solidify its transition away from foreign software and hardware dependencies.