# semiconductor supply chain
Latest news and articles about semiconductor supply chain
Total: 7 articles found
China Optical-Module Supplier Poised for Near-Double Profit as AI-Driven Data‑Center Spend Surges
Zhongji Xuchuang forecast a near‑doubling of 2025 net profit to RMB 9.8–11.8 billion, driven by surging demand for high‑speed optical modules from data‑centre and compute expansion. The guidance highlights how AI and cloud capex are boosting suppliers in China’s photonics supply chain, though cyclical demand and competitive pressures pose risks to sustainability.
Veteran Investor Behind Shanghai’s Semiconductor Push, Zhu Xudong, Dies at 62
Zhu Xudong, founder and investment committee chair of a Shanghai industrial investment firm focused on semiconductor equipment and materials, died on 25 January 2026 at 62. His career bridged Pudong’s early development and China’s recent drive to build domestic semiconductor capability, and his death removes an experienced investor at a pivotal moment for the industry.
Jensen Huang’s Shanghai Stop: Nvidia Plants a Flag in China as H200 Sales Hang in the Balance
Nvidia CEO Jensen Huang visited Shanghai to inspect the company's new Zhangjiang offices and engage with staff and suppliers, signalling continued commitment to China. A central objective is to clarify compliance and sales pathways for the H200 accelerator after its conditional approval for export to China, while deepening local supply‑chain and software ties.
Guangzhou's Yuexin Kicks Off 12‑inch Fab to Supply AI, Auto and Industrial Chips — A RMB25.2bn Bet on Specialty Silicon
Yuexin Semiconductor has started a RMB25.2 billion Phase‑IV project in Guangzhou to build a 12‑inch, mixed‑signal specialty wafer fab with a monthly capacity of 40,000 wafers (about 480,000 a year). The plant aims to serve booming demand in AI, industrial and automotive electronics, reflecting China’s broader push to strengthen domestic semiconductor supply chains for strategic and commercial reasons.
Nvidia Overtakes Apple as TSMC’s Biggest Client, Underscoring AI’s Grip on the Chip Supply Chain
Jensen Huang confirmed that Nvidia has become TSMC’s largest customer, replacing Apple. The shift reflects booming demand for AI accelerators, with implications for TSMC’s capacity allocation, industry pricing power, and geopolitical supply‑chain risk.
Global 8‑inch Wafer Market Tightens as Chip Giants Cut Capacity — China Fabs Cash In with Price Hikes
A supply squeeze in 8‑inch wafer manufacturing, driven by capacity cuts at TSMC and Samsung and growing AI‑era demand for power and analog chips, has pushed prices up by roughly 5–20%. Chinese mainland foundries including SMIC and Hua Hong are filling the gap, raising prices and running near full capacity, but the longer‑term migration to 12‑inch production continues to shape the market.
Memory Modules Soar: Daily Price Swings and a Consumer Electronics Squeeze in 2026
Memory module prices in China have surged sharply in early 2026, with daily volatility and near-doubling in some segments driven by AI, data-centre demand and seasonal restocking. The spike threatens to raise consumer electronics prices, squeeze OEM margins and invite heavy capital spending that could sow future overcapacity risks.