The two chipmakers paid a combined 11.21 trillion won for the first half, up 167% — a provisional August payment that is still only the second-highest first half on record.
13h ago
The Chinese GPU designer swung to a 612m yuan half-year profit, and the interim report's own table attributes 105.75% of total profit to a mark-to-market gain it marks as not repeatable.
15h ago
Data-centre revenue growth accelerated to 46%. But the custom-silicon acceleration the entire investment case rests on is, in the CEO's own words, "beginning in the second half of fiscal 2027" — meaning it did not happen in the quarter being reported.
2d ago
The release says it plainly: cutting-edge wafers produced in Korea will be delivered to Indiana for advanced packaging and testing. Cleanroom opens October 2028, mass production in the second half of 2029, and the plant's own headcount is about 1,000.
2d ago
This is a supply-chain report, not a launch — and the difference between stable mass production and the start of mass production is doing a lot of work in the coverage.
5d ago
The CEO's phrasing is forward-looking. Everything Alibaba is shipping in its own data centres today is the previous generation.
Aug 21, 2026
Semiconductors reached $26.03bn of a $55.21bn total — just over 47% of everything the country shipped in the period.
Aug 21, 2026
No node, no capacity, no launch date, no partner silicon. The figures being quoted as specifications are targets the field has not hit.
Aug 20, 2026
A 40 trillion won buy-and-cancel programme, and a shareholder-return policy rewritten from "within 50% of free cash flow" to "over 50%."
Aug 19, 2026
Approved outbound investment tripled year on year. The single largest line is not the Arizona fab — it is a Cayman holding entity — and Micron put $7.45bn back into Taiwan.
Aug 18, 2026
The Independence Day pledge is roughly 400 times the existing programme's output, with no budget, delivery partner or definition of what counts as training.
Aug 16, 2026
Coupons climb from 4.600% to 5.500% out to 2036. The stated use of proceeds is general corporate purposes — and the cash is not on the balance sheet yet.
Aug 16, 2026
CXMT passed Tencent at about RMB 3.54 trillion. The company it overtook is one of its customers, and had just disclosed a 176% jump in AI capex.
Aug 14, 2026
A 14% share of bit shipments put the Chinese memory maker past Kioxia for the first time. The gap between the two rankings is the whole story.
Aug 13, 2026
RMB 8.25bn of stock against RMB 6bn of half-year revenue. At a briefing the chief executive said the buying is planned against customer orders.
Aug 13, 2026
Upsized from a proposed $15bn and priced at $95 a share. The release names no fab, no node and no project — only "general corporate purposes".
Aug 12, 2026
The President ordered the Defence Ministry to clear Gwangju Air Base for a semiconductor complex. No operator, no capacity and no groundbreaking date have been named.
Aug 10, 2026
NT$467.58 billion, a seventh straight month above 35% growth. The monthly release carries no segment split — every AI attribution around it is inference.
Aug 10, 2026
A half-year that beat all of 2025, a loss cut by 95.73%, and a board resolution to issue H shares. No timetable, size or valuation yet.
Aug 9, 2026
Revenue up 108% to 5.996bn yuan, and inventory up 67% to nearly half of total assets. The earnings are going into wafers, not cash.
Aug 9, 2026
A Section 232 proclamation adds 15% duties plus minimum import prices on polysilicon, ingots, wafers, cells and modules from 4 December. The justification names AI.
Aug 9, 2026
July semiconductor exports hit $41 billion, the second month above $40 billion, and pushed total exports to $98.89 billion. The percentage measures how bad last July was.
Aug 1, 2026
415.5% is measured off the bottom of the last NAND downcycle. Quarter on quarter, the number is 76%.
Jul 31, 2026
Revenue rose 25% to $16.1 billion and the data center unit grew 59%, but a $12.5 billion mark-to-market hit on CHIPS Act shares turned the quarter into a GAAP bloodbath. The stock rose 11% anyway.
Jul 24, 2026
The base module of a roughly $400 million ASML system landed at the Albany NanoTech Complex, where a $10 billion partnership will open next-generation lithography to researchers who could never buy one.
Jul 22, 2026
The two companies will co-develop Fortinet's Security Processor 6, the custom ASIC inside its firewalls — a real foundry win, though not on the leading-edge process Intel most needs to sell.
Jul 22, 2026
Increases of 5% to 10% would hit both sub-6nm advanced nodes and mature 12nm, 16nm and 28nm lines, with a reported surcharge on high-performance computing orders above agreed volumes.
Jul 22, 2026
The Kimi K3 open-weight shock erased over $1 trillion in chip market value in July. On Monday and Tuesday, buyers came back — led, fittingly, by Nvidia.
Jul 21, 2026
In a Reuters interview, Wendell Huang said US yields already match Taiwan's flagship fabs, construction labor is the real constraint — and new bonds are not ruled out.
Jul 21, 2026
The Cambridge startup using AI to design new materials quintupled its valuation in ten months and pulled in Jeff Bezos, AMD and 45 organizations for a coalition aimed at chipmaking's rare metals.
Jul 20, 2026
