CXMT has signed a long-term supply agreement worth over RMB 20 billion with Tencent to secure DRAM chips for Tencent's server business, according to a report.

Semiconductor stocks declined sharply on July 1, 2026, after a record second quarter that added trillions in market value, as investors reassessed valuations.

China's power semiconductor market enters July with 10%-15% price increases as wafer costs and demand from AI, EV and industrial systems rise.

Do-Fluoride says semiconductor-grade hydrofluoric acid prices rose 20%-30% as it expands electronic chemicals and specialty gas capacity plans.

Baidu's AI chip unit Kunlunxin is targeting a $50 billion Hong Kong IPO, with investors reportedly asked to commit to chip purchases alongside share orders.

SK Hynix Reports Record Revenue on AI Memory Demand SK Hynix, the world’s second-largest memory chipmaker, reported record quarterly revenue on Saturday, driven by surging demand for high-bandwidth memory (HBM)…

FDD Report Exposes Systematic Campaign to Access American AI Infrastructure Through Investment and Partnerships A new investigation by the Foundation for Defense of Democracies (FDD), published on June 15, 2026,…

Morgan Stanley frames China's AI-chip localization as a long-term shift shaped by export controls, policy support, manufacturing constraints, and commercial risk.

The US has raised concerns with Dutch lithography giant ASML that China may have obtained a high-end EUV lithography machine, in what would be a serious breach of export controls.…

SMIC’s 5nm Power Play: Inside China’s Strategic Push for Advanced AI Chip Independence SMIC’s 5nm Power Play: Inside China’s Strategic Push for Advanced AI Chip Independence The global semiconductor landscape…