Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand and intensifying pressure across the global chip supply chain.

China’s semiconductor investment is once again converging in Wuhan. YMTC’s Phase III fab has entered an intensive equipment installation phase, with key process tools steadily moving into the cleanroom. Construction, tool setup, and system commissioning are progressing simultaneously, targeting facility completion and production ramp-up in the second half of 2026.

Radbon Electronics said it continues to deepen its presence in the aerospace and defense markets, benefiting from robust demand from overseas customers that drove double-digit revenue growth in January 2026. While the first half of the year is traditionally a seasonal lull for the industry, the company said its success in expanding internationally has made overseas orders a key pillar supporting future operations.