CXMT IPO puts China’s DRAM supply-chain push in focus
CXMT’s planned Shanghai listing is becoming more than a test of investor appetite for China’s top DRAM maker. It is also putting a spotlight on whether the company’s next phase of expansion can accelerate China’s push to localize semiconductor equipment and materials.
Huawei continues to erode Nvidia’s market share as China remains closed despite hopes of reopening
Japan’s five major companies form PSC battery alliance to lead next-gen solar market
Lenovo revenue rises 27% as AI demand helps offset PC market strain
Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial intelligence (AI) helped lift results across the company.
Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
Trump revives chip theft claim, heaping pressure on Taiwan semiconductor firms
Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger
AMD’s Lisa Su says memory is becoming another pressure point for AI chips
AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure point in the AI chip supply chain.
AMD’s Lisa Su says AI demand is ‘absolutely real’ as CPUs return to focus
AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is “absolutely real” and that the industry remains in an early phase of growth.