# Wafer Fabrication
Latest news and articles about Wafer Fabrication
Total: 3 articles found
China’s Silicon Surge: Chip ETFs Lead Markets as Agentic AI Redefines the Semiconductor Cycle
Chinese chip ETFs surged over 6% on June 24, 2026, as institutional investors pivoted toward semiconductor fabrication and AI infrastructure. Driven by the rise of 'Agentic AI' and a projected $1.5 trillion global market, the sector is benefiting from broad-based price increases and a domestic strategic shift toward post-Moore's Law innovations.
Silicon Stronghold: How Wuxi is Rewriting China’s Semiconductor Playbook for the AI Era
Wuxi has established itself as China's third-largest semiconductor hub, leveraging its dominance in wafer fabrication and advanced packaging to capture the AI market. By investing heavily in 3D integration and domestic design capabilities, the city is positioning itself as a critical, self-sufficient node in the global chip supply chain.
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.