# semiconductors
Latest news and articles about semiconductors
Total: 66 articles found
Rare‑Earth Shortage Forces US Aerospace and Chip Suppliers to Turn Away Orders
A tightening of global supplies for yttrium and scandium has prompted some US aerospace and semiconductor suppliers to ration or refuse orders. The shortage, rooted in near‑total production concentration outside the United States, risks disrupting engine maintenance and 5G chip supply chains and is forcing firms to prioritize major customers while policymakers weigh mitigation steps.
A‑share Opening Slip: Chips, Fiberglass and Optical-Communications Names Lead Early Decline as Brokers Tout Cyclical, Green Winners
China’s A‑share indices opened lower on Friday with semiconductor, fiberglass and optical‑communications sectors leading losses. Domestic brokerages framed the move as part of a rotation from high‑valuation tech names into cyclical heavy assets and green‑energy applications that could benefit from policy shifts and global carbon regulations.
Token Pricing Rewrites B2B SaaS: AI Consumption Lifts Compute Suppliers and Index Funds
As AI migrates from models to enterprise applications, B2B software is shifting from seat licences to metered token billing, creating a new recurring‑revenue dynamic. That transition benefits compute and infrastructure suppliers, a trend reflected in the Tianhong CSI Artificial Intelligence Theme Index Fund, which is heavily weighted to semiconductors and communications equipment. The opportunity is substantial but carries execution, concentration and policy risks.
Nvidia’s Jensen Huang Teases “Never‑Seen” Chips at GTC — A Shot Across the AI Infrastructure Bow
Nvidia CEO Jensen Huang announced that GTC 2026 will unveil “never‑seen” chips, signalling an aggressive push in AI infrastructure. The declaration underlines Nvidia’s central role in the AI compute market and raises questions about technological novelty, supply‑chain constraints and geopolitical implications.
Infineon Bets on Humanoid Robots to Drive Revenue and Shore Up Margins
Infineon’s CEO says humanoid robots represent a major growth opportunity that could boost revenues and stabilise margins for the Munich‑based chipmaker. Success will hinge on the company’s ability to win integrated design partnerships amid stiff global competition and uncertain adoption timelines.
Maxscend Executive’s Divorce Transfers Nearly Rmb1.3bn in Stock but Control Remains Intact
Maxscend’s co‑controller Xu Zhihan has transferred 17.15m shares (about Rmb1.3bn at current prices) to his ex‑wife as part of a divorce settlement. The transfer was registry‑based, includes caps on annual disposals, and does not change the company’s controlling block due to existing voting agreements. The move coincides with a weak earnings outlook as the company shifts toward a Fab‑Lite model.
Hong Kong Stocks Finish Lunar Year on a Bright Note as AI, Chips and Miners Lead Gains
Hong Kong equities closed early on Lunar New Year’s Eve with the Hang Seng up 0.52%, led by strong performances in AI-related names, semiconductors and miners. Seasonal demand for gold and a renewed technical lift in the Hang Seng Tech Index supported a rotation into cyclicals, while Zhipu’s push for a STAR Market listing underscores continued capital-market diversification by Chinese tech firms.
A‑Shares Slip as Year‑of‑the‑Snake Ends; Memory Rally and Semiconductor Demand Clash with Thin Liquidity
China’s A‑share market ended the lunar year with a broad decline as liquidity remained thin and sector rotations produced mixed outcomes. Memory prices and semiconductor equipment demand provided focused strength, while material cost rises and data‑security policy continued to reshape investment themes.
A-shares Slip into Pullback as Chips and Defense Buck the Downturn
China's main stock indices fell in mid‑day trade as overall turnover shrank and more than 2,600 stocks declined, while defence and semiconductor sectors bucked the trend with outsized gains. The market's uneven performance reflects thin pre‑holiday liquidity and a policy tilt that keeps strategic tech and military suppliers buoyant despite broader risk‑off sentiment.
China’s Zhipu Pushes Prices Up as GLM-5 Goes Global — A Turning Point for Domestic AI Commercialisation
Zhipu Technology raised prices for its GLM Coding Plan and launched GLM-5 overseas on February 12, citing surging developer demand and the need for heavier investment in compute and model optimisation. The increase — 30% or higher domestically and substantially larger on overseas API pricing — marks a shift in China’s AI industry from low‑price competition to value-based monetisation.
Dutch Court Upholds Restrictions in Nexperia Case, Leaving Chinese Shareholder Wingtech Out in the Cold
The Amsterdam Enterprise Court has refused to reverse previous measures against Nexperia, leaving Chinese shareholder Wingtech without restored control and prompting an investigation into the company. Wingtech has publicly expressed strong dissatisfaction, signalling potential legal escalation and highlighting the growing legal and political friction over foreign investment in strategic European tech assets.
SMIC Projects Roughly 40,000‑Wafer Monthly Capacity Gain in 2026 but Flags Rising Depreciation
SMIC expects its monthly capacity to rise by about 40,000 12‑inch wafer equivalents by the end of 2026 over last year, but warns that early equipment purchases may not immediately translate into full production. Heavy capital spending will lift depreciation by around 30% year‑on‑year in 2026, squeezing margins unless utilization and cost efficiency improve.