Semi News
Market Rumor - China begins making homegrown DUV chipmaking tools, sources said
China has begun manufacturing domestically developed immersion deep ultraviolet lithography machines, a key chipmaking tool long dominated by Dutch supplier ASML, The Information reported on Monday (July 27, 2026).
Breaking News - Chinese chipmaker CXMT soars almost 500% in market debut
CXMT shares soared almost 500 per cent in their trading debut in Shanghai on Monday as investors flocked to the Chinese chipmaker amid booming demand for AI memory chips.
Silicon Bakery - Over The Weekend (Wk4 Jul 2026) - Korean tech names deepen partnership with U.S; AMD under the spotlight on next-gen infra; Apple vs Micron takes a wild turn?
Korean, global tech companies to pursue partnerships worth more than $950 billion in total; AMD introduces its next-gen ai-infra products; Apple vs Micron taking another wild turn...
Breaking News - Nvidia, Amkor strike $1.5 billion chip packaging deal (July 23, 2026)
Amkor Technology Announces Strategic Partnership with NVIDIA to Expand Advanced Packaging and Test for Next-Generation AI Infrastructure. $1.5 Billion Multi-Year Advanced Packaging and Development Agreement to Support Expansion of Amkor’s U.S. Advanced Packaging Capacity.
Market Rumor Confirmed - AMD and Anthropic Sign Major Chips-and-Investment Deal - July 22, 2026
Advanced Micro Devices and Anthropic have signed a deal for tens of billions of dollars' worth of artificial-intelligence servers, strengthening AMD's competitive position against industry leader Nvidia and supplying Anthropic with much needed computing power (Yahoo Finance, July 22, 2026).
Market Rumor - SK hynix's in talks to buy Intel’s Ohio Semiconductor Plant for U.S. memory production
SK hynix is negotiating to acquire Intel’s massive semiconductor campus in New Albany, Ohio, with plans to begin front-end memory chip production there within five years.
Market Rumor - AMD Stock Rises Overnight: Is Anthropic A New Customer? - July 20, 2026
A code file by Anush Elangovan, a vice president of AI software at AMD, reportedly listed Anthropic as a "customer."
Market Rumor - Chinese memory maker CXMT has reportedly seen its DRAM capacity booked through 2027
As PC OEMs and hardware companies look to Chinese memory manufacturer CXMT to secure supply, this alternate source is also reaching its capacity, according to industry sources familiar to this matter.
Market Rumor - US seeks share of Korean chipmakers' 'excess profits'
The U.S. is seeking a share in Korean semiconductor companies’ enormous profits from the global artificial intelligence (AI) chip boom, citing strong U.S. demand for Korean chips, according to an industry source.
Alibaba Joins Apple To Bring Qwen AI To Devices In China
BEIJING, July 15 (Reuters) - China's cyberspace regulator said on Wednesday that Apple's on-device generative AI service, Apple Intelligence, has been registered for use on iPhones in China, paving the way for the long-anticipated rollout of the service in the country.
Market Rumor - will Samsung think about potential US Share sale?
According to Bloomberg (July 14, 2026), Samsung Electronics Co. is in the early stages of exploring a potential offering of American depositary receipts, according to people familiar with the matter.
China's ChangXin Memory Technologies (CXMT) sets July 27 listing date, sources say
China’s leading memory chipmaker ChangXin Memory Technologies (CXMT) is set to debut on the Shanghai Stock Exchange on July 27, marking Asia’s biggest initial public offering this year, Reuters reported on Tuesday, citing people familiar with the matter. The company plans to raise 29.5 billion yuan ($4.
