# semiconductor
Latest news and articles about semiconductor
Total: 12 articles found
Japan’s Lithography Crown Slips: Why a Once‑Untouchable Industry Is Losing Ground
Japanese lithography firms that once led the world are losing ground as the industry pivots to EUV technology, dominated by a Dutch incumbent. Technological lag, market consolidation and geopolitical export controls have combined to weaken Japan’s position, with implications for global chip supply chains and national industrial policy.
MicroLED and Compute Stocks Drive Broad Advance on China’s Growth Board as Rally Narrows into Close
China’s markets rallied on Thursday as microLED, computing‑power leasing and power‑grid equipment stocks led a broad advance, pushing nearly 4,100 stocks higher and lifting turnover to about RMB 2.39 trillion. Gains were trimmed late in the session, however, highlighting rapid sector rotation and elevated short‑term volatility.
GigaDevice and Tuya Smart Team Up to Build a One‑Stop AI+IoT Stack for Developers
GigaDevice and Tuya Smart have formed a deep partnership to create integrated AI+IoT hardware‑and‑software solutions for developers and customers worldwide. The alliance aims to accelerate device development by bundling chips, reference designs and cloud AI services, reinforcing a trend toward vertical integration in China’s tech ecosystem.
Cambricon Returns to Profit as AI-Compute Boom Sends Revenue Soaring
Cambricon posted revenue of RMB 6.497 billion and net profit of RMB 2.059 billion for 2025, reversing last year’s loss after revenue surged 453% as AI compute demand climbed. The result highlights the commercialization of China’s AI chip industry but leaves questions about sustainability, customer concentration and supply‑chain risks.
Chinese Chip Investor Slams Dutch Court After Ruling Leaves Control of Nexperia in Limbo
Wingtech Technology has expressed strong dissatisfaction after the Amsterdam Enterprise Court refused to lift interim measures limiting its control over Nexperia and ordered an investigation into the Dutch semiconductor unit. The decision prolongs legal uncertainty and is emblematic of growing European scrutiny of foreign investment in strategic tech sectors.
SMIC Posts Healthy 2025 Profit Gain as Chinese Foundry Doubles Down on Capacity — but Growth Outlook Is Cautious
SMIC reported a 2025 revenue increase of about 16% and a 36% rise in net profit, driven by higher wafer shipments, improved utilisation and a better product mix. The firm spent $8.1 billion on capital expenditure in 2025 and guided for flat first‑quarter sales and an 18–20% gross margin, while forecasting full‑year growth above its peers and capex roughly unchanged.
PBOC Sticks to ‘Moderate Ease’ as Liquidity Fuels Market Rally and a Memory-Price Surge
China’s central bank has reiterated a ‘moderately loose’ stance, with room to cut reserve requirements and interest rates, underpinning a surge in liquidity that is lifting markets and prompting renewed investment in sectors from memory chips to low‑altitude communications. The policy posture is encouraging private fund growth and corporate capital raising, but it also raises the prospect of speculative excess that regulators are already monitoring.
SMIC Posts Revenue and Net-Profit Gains in Q4 Despite Sharp Fall in Pre‑Tax Profit
SMIC reported Q4 2025 revenue of RMB 17.813 billion (up 11.9% YoY) and net profit of RMB 1.223 billion (up 23.2% YoY), while profit before tax plunged 41.5% to RMB 1.602 billion. The mixed results underscore resilient domestic demand for foundry services but raise questions about the role of non‑operating items and the sustainability of earnings amid export controls and industry headwinds.
Memory-Led Boom: Semiconductor Revenues Poised to Cross $1 Trillion on AI and Storage Strength
Omdia forecasts that the semiconductor industry will surpass $1 trillion in revenue by 2026, propelled primarily by a storage-led recovery and stronger AI deployment. The rebound is heavily concentrated in memory chips, while non-memory segments show only modest growth, raising questions about cycle concentration and supply-chain risk.
Infineon hikes prices on select chips from April 1 — a fresh squeeze on auto and electronics supply chains
Infineon has announced a price increase for some of its semiconductor products effective April 1. The move is likely to raise costs for automotive and electronics manufacturers, prompting sourcing and inventory adjustments and adding impetus to domestic chip localisation efforts in China.
ASML to Cut About 1,700 Jobs as Chipmaker Rebalances After a Boom
ASML will cut about 1,700 jobs, mostly in technical and IT management roles in the Netherlands and some in the U.S., representing roughly 4% of its workforce. The reduction appears aimed at overhead trimming and organizational realignment amid a cyclical industry and geopolitical uncertainty, rather than at production capacity.
Alibaba Readies Spin‑off of 'Pingtouge' AI‑Chip Unit as Investors Flock to a New China AI‑IPOs Wave
Alibaba is preparing to spin off its Pingtouge AI‑chip unit and explore an IPO after years of quiet development, a move that lifted Alibaba’s share price sharply. The reorganisation—creating a partly employee‑owned entity—would strengthen Alibaba’s AI stack and feed investor appetite for China’s domestic alternatives to Western accelerators, though production scale, valuations and regulatory risks remain key uncertainties.