China semiconductors

Industry & Markets

Commerce stalls export licences for SK hynix’s Chinese NAND plant

SK hynix cannot get US-made equipment into its Dalian NAND plant, which clouds the funding for a $45B New York build.

A New York diamond bet targets heat inside AI packages

A Carnegie Mellon spin-out lands a physical AI customer

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AI Silicon

A Shanghai designer takes aim at an Nvidia part it cannot buy

AI Silicon

A Chinese DRAM maker starts HBM3E output with most wafers scrapped

A Chinese memory maker tells Apple to pay full price
Memory & Storage

CXMT refuses Apple order to protect domestic DRAM supply

Industry & Markets

Two industry chiefs split on China’s lithography timeline

Processors

Eswin edges toward the first RISC-V listing in Hong Kong

AI Silicon

Alibaba takes on Nvidia with a 216GB in-house AI chip

Memory & Storage

CXMT shrinks its DRAM array to 11.95nm and starts shipping

Industry & Markets

Beijing puts full-chain chip breakthroughs atop its new five-year plan

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