Samsung’s HBM4 comeback hinges on one chip-level advantage
Samsung Electronics is using HBM4 to test whether its memory, logic, foundry, and advanced packaging businesses can finally work as one AI semiconductor platform, turning a broad portfolio into a clearer competitive weapon.
Apple tests CXMT DRAM, thrusting China’s memory champion into AI spotlight
China’s CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory chip race, with Apple testing its chips for China-market devices and Beijing counting on the company to anchor a domestic AI supply chain.
ViewSonic VX27G60Z-2K goes official with a 240Hz QHD QD-OLED display
US ruling confirms Innoscience infringed Infineon’s GaN patents, imposes import ban
The US International Trade Commission’s final determination against Innoscience has been upheld following the conclusion of the Presidential Review Period, confirming that the Chinese GaN chipmaker infringed a patent held by Germany’s Infineon Technologies.
Exec pleads no guilty in Singapore over alleged smuggling of Nvidia chips to China
Alan Wei Zhaolun, an executive at Aperia Group, pleaded not guilty in a fraud case alleging that he and three others illegally misrepresented themselves to obtain servers containing Nvidia chips before rerouting them to China. He has been accused by Singaporean prosecutors of money laundering and other charges, as Singapore emerges as a hub for illicit AI chip flows to China.
AI servers and MacBook demand push Quanta revenue to new record
Strong AI demand lifted Quanta’s revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers serving as the main growth driver and notebook shipments also contributing. Quanta shipped 4.5 million notebooks in June, up 28.57% from the previous month, bringing second-quarter notebook shipments to 11.5 million units, compared with 10 million in the first quarter.
Zhen Ding 2H26 outlook brightens on server and optical demand
PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related high-end applications continued to build.
China’s sodium battery boom faces supply risk
China’s sodium-ion battery sector is drawing intense attention as surging lithium carbonate prices lift lithium battery production costs. But Chinese media say the market is already showing a split between “big-company heat and small-company chill,” and that large-scale production could expose new material shortages.