Tencent-backed Enflame wins approval for an $888m IPO, the last of China’s ‘four AI chip dragons’
Tencent-backed Enflame wins approval for an $888m IPO, the last of China’s ‘four AI chip dragons’

The Enflame IPO is on. Shanghai Enflame Technology, an AI-chip startup backed by Tencent, has won listing-committee approval to raise about 6 billion yuan ($888m) on the Shanghai Stock Exchange’s STAR board, according to Bloomberg. It is the last of Ch…

Nvidia’s Vera CPU is its side door back into China
Nvidia’s Vera CPU is its side door back into China

Nvidia has started pitching its Vera CPU to Chinese customers. Orders can begin now, and deliveries could start as soon as August, Reuters reported on Friday, citing three people familiar with the talks. It is a workaround dressed as a product launch. …

The US-Philippines AI hub now has a price tag, $10bn, and a 99-year lease on the table
The US-Philippines AI hub now has a price tag, $10bn, and a 99-year lease on the table

The US-backed plan to build an AI and supply-chain hub in the Philippines now has a number attached: about $10bn in initial investment, with more to follow, according to the official leading the Philippine side. It also has a striking term on the table…

Analyzing TSMC’s fab expansion roadmap — multi-fab N2 ramp, CoWoS, SoIC, and uncorking bottlenecks

TSMC is executing the largest manufacturing expansion in semiconductor industry history that combines simultaneous multi-fab N2 ramps, AI-driven manufacturing optimizations, and massive CoWoS/SoIC packaging capacity expans…

SK Hynix is planning a US listing of up to $14bn to cash in on the AI memory boom
SK Hynix is planning a US listing of up to $14bn to cash in on the AI memory boom

SK Hynix is preparing to list in the United States in a deal that could raise as much as $14bn as soon as August, according to people familiar with the plan. The Korean memory maker has made a confidential filing for American depositary receipts, and t…

Chinese startup claims photonic chip production without DUV lithography, says nanoimprint process cuts costs by 90% — 8-inch wafers produced without conventional optical lithography

Chinese startup Prinano claims it produced 8-inch photonic chip wafers without DUV lithography, using nanoimprint technology that cuts costs by 90%.

TSMC CEO C.C. Wei says, ‘It will be a long time before we can meet customer demand’ — tells shareholders that he will keep prices stable, refrain from implementing price hikes

TSMC says it does not have enough capacity to handle all the demand from AI hyperscalers, with CEO C.C. Wei saying that it will take a long time before it can match customer demand. This is an opportunity for Intel, thoug…

Samsung shows first HBM5 mockup with Heat Path Block cooling — thermal race with SK hynix shaping up

Samsung displayed its first physical mockup of HBM5 memory at Computex 2026 in Taipei, pairing the eighth-generation AI memory with a new in-package cooling structure.

Seven hospitalized after toxic gas fire at SK hynix advanced memory plant — Cheongju 4th campus incident today led to all 3,600 staff being evacuated

Thousands of SK hynix employees fled their factory stations earlier today as a fire broke out in a room where fluorine gas was used.

US export controls are pushing China’s AI chip industry away from GPUs and toward custom silicon
US export controls are pushing China’s AI chip industry away from GPUs and toward custom silicon

China’s AI chip industry is no longer trying to build an Nvidia clone. Under sustained US export controls that block access to the most powerful general-purpose GPUs, the country’s largest technology companies are pivoting toward application-specific i…