If Samsung Electronics falters, ultimately, it’s China that smiles.”As the possibility of a large-scale strike by Samsung ...
Rolf Bulk, Head of Semiconductor & Infrastructure Equity Research at Futurum Equities, discusses the looming labor strikes at Samsung Electronics. He says the strikes will be a "major negative" for ...
Global WFE Market Share and Competitive Positioning Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global ...
Rising geopolitical tensions with China have sharpened focus on the risk of a potential blockade of Taiwan. Such a move could severely disrupt Taiwan Semiconductor Manufacturing’s chip production and ...
Chinese chip companies have benefited from strong domestic demand for AI as U.S. tech curbs have bolstered local firms.
A.I. did not center in Trump-Xi talks as much as some observers expected, but it nevertheless remains an undercurrent in key ...
China's latest technological breakthroughs in homegrown deep ultraviolet (DUV) lithography machines mark a significant ...
In a milestone for China's semiconductor industry, three Chinese equipment manufacturers were ranked among the world's top 20 ...
AI demand shifts chip production to China, boosting SMIC's capacity and revenue as global foundries focus on high-margin AI ...
Chinese semiconductor equipment vendors continue to gain share within the global WFE market, although the absolute level remains modest. Global leaders such as Applied Materials (AMAT), Lam Research ...