SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth above the industry average as it reinforces its role in China's semiconductor self-sufficiency strategy
SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS), estimating that global AI and data center capital expenditure has surged from about US$110 billion in 2020 to roughly US$600 billion in 2026
Samsung Electronics' next-generation high-bandwidth memory (HBM4) program is entering a customer validation phase, according to NewDaily, as major technology firms reportedly begin on-site audits of its production lines
OmniVision Group said on March 20 it will invest CNY1 billion (US$145 million) in Rong Semiconductor (Ningbo) Co. (RongSemi) via a capital increase, taking a 5.88% stake based on a CNY4 billion funding round. The move targets tighter upstream integration, aiming to secure wafer capacity and improve supply chain resilience
