2026-02-25 05:41:10
Sources: China's top chipmakers, with strong government backing, aim to increase advanced chip production capacity fivefold to 100K wafers within two years (Nikkei Asia)
https://asia.nikkei.com/business/techno…
Sources: China's top chipmakers, with strong government backing, aim to increase advanced chip production capacity fivefold to 100K wafers within two years (Nikkei Asia)
https://asia.nikkei.com/business/techno…
Taiwanese memory chipmaker Nanya raised $2.5B in a private placement from Sandisk, SK Hynix's Solidigm, Cisco, and Kioxia to expand advanced chip production (Reuters)
https://www.reuters.com/world/asia-pacific/nan…
Sources: Seoul-based AI chip designer FuriosaAI seeks to raise a $300M-$500M Series D to fund mass production of its 2nd-gen RNGD chip and is eyeing a 2027 IPO (Yoolim Lee/Bloomberg)
https://www.bloomberg.com/news/articles/2026-…
Deze had ik niet op mijn bingo kaart staan
Drone strikes halt a third of the world's helium supply, threatening chip production | TechSpot
https://www.techspot.com/news/111683-critical-semiconductor-gas-lost-third-global-supply-dr…
Did you see this coming ?
War halts a third of the world's helium supply, threatening chip production
https://www.techspot.com/news/111683-critical-semiconductor-gas-lost-third-global-supply-drone.html?utm_sour…
Micron signs a letter of intent to buy a fabrication site in Taiwan from Powerchip for $1.8B to expand DRAM memory chip production, expected to close in Q2 2026 (Valentine Baldassari/Bloomberg)
https://www.bloomberg.com/news/articles/20
Vietnam's military-run telecom company Viettel begins construction of the country's first chip plant, with trial production expected to start by late 2027 (Phuong Nguyen/Reuters)
https://www.reuters.com/world/asia-pacific
The Department of Commerce says the US and Taiwan have reached a trade agreement as part of which Taiwan will invest $250B in chip production capacity in the US (Kif Leswing/CNBC)
https://www.cnbc.com/2026/01/15/us-taiwan-chips-deal-china.html
A profile of June Paik, CEO of Seoul-based chip startup FuriosaAI, valued at ~$700M, whose AI chip dubbed "RNGD" is slated to enter mass production this month (Jiyoung Sohn/Wall Street Journal)
https://www.wsj.com/tech/ai/furiosa-chip-n…
Jensen Huang says Nvidia's Vera Rubin chips are in "full production"; Nvidia says Rubin can train some LLMs with roughly one-fourth the chips Blackwell needs (Lauren Goode/Wired)
https://www.wired.com/story/nvidias-rubin-chips-are-going-into-productio…
Sources: Nvidia has approached TSMC to ramp up H200 chip production; Chinese companies have placed orders for 2M H200 chips for 2026, while Nvidia holds 700K (Reuters)
https://www.reuters.com/world/china/nvidia-sounds…