1+ hour, 1+ min ago   (93+ words) The Q2 revenues of the top five NAND producers rose 76% QoQ to $68.7 billion, reported TrendForce. Suppliers are generally prioritising capex on DRAM and HBM, limiting new NAND Flash capacity. ASPs are therefore expected to follow overall industry revenue growth in Q3. Samsung’s…...

1+ day, 57+ min ago   (176+ words) Kiwimoore, the Chinese chiplet packaging specialist, is reported by Reuters to be following the example of last month’s IPO of foundry company Nexchip with a 2027 listing on the Hong Kong stock exchange Five year-old Kiwimoore is said to be looking…...

1+ day, 55+ min ago   (194+ words) Tomorrow, shares in Unitree, the maker of China’s dancing humanoid robots, will start trading on the Shanghai stock exchange after raising $905 million at its 8000x over-subscribed IPO last week. Ahead of Wednesday’s market opening, derivatives trading suggests Unitree could open around…...

1+ week, 2+ day ago   (264+ words) June semi sales were up 123.6% at $134.5 billion, says the SIA., and up 9.7% on May. Q2 semiconductor sales of $403.3 billion were up 35.1% compared to Q1. “Global […] The post Semi sales up 123% appeared first on Electronics Weekly. Semi sales up 123% June semi sales were…...

1+ week, 2+ day ago   (203+ words) 2026 PON (Passive Optical Network) technology equipment revenues are expected to increase 844% YoY, driven by hyperscalers looking to use the point-to-multipoint technologies to reduce the cabling and power consumption requirements of their out-of-band management networks, says Dell’Oro. Total cumulative spending on…...

1+ week, 6+ day ago   (370+ words) Sony accounted for close to 50% of global CIS revenue in 2025 with China becoming the second-largest CIS supplier overtaking South Korea, with Omnivision, SmartSens, GalaxyCore, and Gpixel driving growth, reports Yole. Automotive remains one of the most strategic battlegrounds for CIS…...

3+ week, 1+ day ago   (227+ words) Shanghai Yuliangsheng Technology, the semiconductor manufacturing equipment specialist, is reported by The Information to be intending to ship five immersion DUV lithography machines to Chinese IC manufacturers this year. Recipients are said to include SMIC, Hua Hon and CXMT. The…...

1+ mon, 2+ day ago   (219+ words) Chips were a key element of. China’s first half export surge, reports the South China Morning Post. China exported 179.44 billion chips in H126 with a value up 96%YoY at $177.28 billion, says the Post citing customs data. At an average of a…...

1+ mon, 6+ day ago   (239+ words) Nanya, the Taiwanese DRAM manufacturer, is to increase its capex next year by 4x from $1.5 billion this year to $6.2 billion next year as it builds a new fab. Nanya, the world’s fifth biggest DRAM, manufacturer is riding high on the memory…...

2+ mon, 1+ day ago   (209+ words) 31% of American adults said that inflation was the biggest issue facing the country right now, ahead of “jobs and the economy”, which was picked as the number 1 problem by 11% of respondents in last week’s YouGov/Economist poll. Gas prices and…...