# semiconductor supply chain
Latest news and articles about semiconductor supply chain
Total: 11 articles found
SK Group Warns Memory Shortage Could Last to 2030, Raising Stakes for AI Growth
SK Group chairman Chey Tae-won warned at NVIDIA’s GTC that global shortages of memory chips—especially HBM used in AI accelerators—could persist until 2030. He cited systemic production bottlenecks and rising AI demand that will likely keep DRAM, NAND and HBM prices elevated and prompt further investment and strategic moves by chipmakers.
Mature-node Price Shock: Taiwan Foundries Signal 2026 Cost Rises for Chips
Major Taiwan mature-node foundries — UMC, Vanguard/World Advanced and Powerchip — are implementing or signalling wafer price increases beginning as early as April 2026, with some hikes around 10% or higher. The adjustments reflect tighter capacity and higher costs in mature processes and will prompt downstream customers to raise prices, redesign products, or seek alternative suppliers.
Compute‑Hardware Rally Lifts China’s A‑Shares as Broad Advance Sees Over 4,500 Stocks Rise
China’s A‑share market rallied with ChiNext and Shenzhen leading gains as compute‑hardware and related tech names pushed many mid‑caps to daily limits. The advance was broad but occurred on thinner turnover, suggesting a rotation that could be fragile without stronger trading volumes or policy clarity.
Beijing Warns The Hague: If Dutch Moves Trigger a Chip Supply Crisis, Netherlands Will Be Held Accountable
China’s Commerce Ministry warned the Netherlands it will be held fully responsible if Dutch actions again trigger a global semiconductor supply-chain crisis, after reports that the Dutch arm of Nexperia restricted office software access for its Chinese employees. The statement underscores the geopolitical sensitivity of chip supply chains and signals possible regulatory or diplomatic responses from Beijing that could further fragment global technology networks.
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.