China's PCB makers are ramping up investment. According to South China Morning Post, manufacturers are embarking on a capacity expansion drive to meet AI-related demand, with capital expenditure expected to reach a record high. The report notes that more than 20 Chinese PCB companies, including Vic...

SK Group Chairman Chey Tae-won is attending SK hynix’s American Depositary Receipt (ADR) listing ceremony on Nasdaq in New York on the morning of July 10 local time. According to ETNews, in addition to meeting with global investors, Chey is expected to hold discussions with major customers on expa...

NVIDIA is expanding its AI server platform strategy beyond GPUs to CPUs, with its next-generation Rosa CPU emerging as a key focus. According to Commercial Times, Rosa may use TSMC's 2nm-class process and could even adopt the company's A16 process featuring back-side power delivery. As noted by ICSm...

The race for advanced nodes among foundries is shifting beyond a battle over technology timelines, with emerging challengers also competing on pricing. According to Nikkei, Rapidus, which is targeting 2nm mass production in 2027, plans to price its foundry services at levels comparable to or lower t...

As Chinese AI developers accelerate in-house AI chip development to cope with supply shortages, Beijing appears poised to finally approve NVIDIA's long-delayed H200 imports. Reuters, citing The Information, reported that the government is set to allow leading AI companies—including Alibaba, ByteDa...