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30 Mar

China builds open RISC-V chip platform with Xiangshan, Ruyi OS

March 30, 2026
By jeff

China’s Chinese Academy of Sciences (CAS) launched next-generation chip and operating system co-development alongside the debut of the Xiangshan open-source processor and Ruyi native OS at the 2026 Zhongguancun Forum.

30 Mar

Latest News and Trends

Samsung reportedly shifts Xi’an plant to 236-layer NAND

March 30, 2026
By jeff

Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi’an plant in China, marking a key step in its transition to higher-layer memory as demand from artificial intelligence applications accelerates.

30 Mar

Latest News and Trends

Phison and Intel go hybrid to keep China’s AI lobster craze from burning out

March 30, 2026
By jeff

The recent craze for OpenClaw “lobster raising” in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents. In response, Phison teamed up with Intel to introduce a “hybrid lobster solution” that addresses soaring cloud costs and security risks, selling out its initial batch on Chinese e-commerce platforms.

30 Mar

Latest News and Trends

Toshiba, Rohm, Mitsubishi Electric, and partners begin talks on integrating Japanese power device and semiconductor businesses

March 30, 2026
By jeff

Toshiba, Rohm, Mitsubishi Electric, and partners begin talks on integrating Japanese power device and semiconductor businesses

30 Mar

Latest News and Trends

China’s semiconductor capacity share to reach 32% by 2030

March 30, 2026
By jeff

The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers (CSPs) will reach US$400 billion, more than twice the total semiconductor industry CapEx. When including Chinese cloud providers and sovereign AI investments, global AI infrastructure spending could surpass US$1 trillion by 2027.

30 Mar

Latest News and Trends

SoftBank secures US$40 billion loan to fund OpenAI investment

March 30, 2026
By jeff

SoftBank Group Corp. has secured a US$40 billion bridge loan to support its ongoing investment in US artificial intelligence developer OpenAI, marking one of the largest dollar-denominated borrowings in the Japanese conglomerate’s history. The unsecured loan, arranged with JPMorgan Chase, Goldman Sachs, Mizuho Bank, Sumitomo Mitsui Banking Corp., and MUFG Bank, is set to mature on March 25, 2027, according to Jiji Press, The Japan Times, Reuters, and TechCrunch.

30 Mar

Latest News and Trends

Sony raises PlayStation 5 prices amid memory costs spike

March 30, 2026
By jeff

Sony Group’s gaming subsidiary, Sony Interactive Entertainment, announced on March 27 that it would raise the global retail price of its flagship home console, the PlayStation 5, effective April 2. In Japan, the suggested retail price of the standard model will climb to JPY97,980 (approx. US$613), a steep increase of roughly 23%. A Japan-only version, introduced in 2025 without a disc drive and limited to the Japanese language, will remain unchanged at JPY55,000.

30 Mar

Latest News and Trends

Arm pushes beyond licensing with a new AI CPU platform

March 30, 2026
By jeff

Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move and its long-term implications.

30 Mar

Latest News and Trends

AI-driven memory market set to top US$600 billion on rising storage demand

March 30, 2026
By jeff

The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry executives.

29 Mar

Latest News and Trends

Samsung’s 2026 strike poses bigger challenges despite economic shift and tripled scale

March 29, 2026
By jeff

Samsung Electronics is facing a looming labor strike in May as its memory and foundry businesses take off, marking a more complex challenge than the initial 2024 walkout. The upcoming strike reflects significant changes in industry conditions and union size, highlighting Samsung’s structural difficulties with labor issues amid evolving laws and its broad business portfolio.

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