Arm Holdings saw steady royalty revenue growth in the first quarter of fiscal 2026 despite a slow smartphone market recovery. CFO Jason Child reported a 25% year-over-year increase in royalties, at the lower end of forecasts. Although Arm's smartphone segment grew nearly ten times faster than the broader market, overall smartphone demand stayed in the low single digits, capping potential gains

Qualcomm anticipates renewed growth in its handset business in the fourth quarter of fiscal 2025, driven by strong Android momentum and new chip launches, even as revenue tied to Apple continues to decline

SIMIC Holdings Co., Ltd. has acquired a strategic stake in Chongqing Alpha and Omega Semiconductor Limited (CQAOS) for more than CNY10 billion (US$1.39 billion), in one of China's most notable wafer fab acquisitions to date. The deal highlights SIMIC's push into the power semiconductor ecosystem and mirrors a growing trend in China to acquire legacy fabs rather than invest in greenfield projects

Samsung Foundry has secured an eight-year, US$16.5 billion contract to manufacture Tesla's next-generation AI6 chip. The move is seen as a major strategic win that comes just as Intel CEO Lip-Bu Tan signaled potential delays or cancellation of its 14A (1.4nm) process roadmap

Chinese battery producer Contemporary Amperex Technology Co. Ltd. (CATL) posted a 34% rise in profit for the second quarter, with its outlook further buoyed by a blockbuster share sale in Hong Kong that will fund its global expansion

Samsung Electronics Chairman Lee Jae-yong recently made a spontaneous trip to Washington, DC, to assist South Korea in ongoing reciprocal tariff negotiations with the US. As AI semiconductors emerge as a significant new bargaining tactic in the South Korea-US tariff discussions, Lee may be considering an additional investment in an advanced packaging production line in Taylor, Texas. However, in response to this speculation, Samsung representatives stated they are still reviewing various US investment options and have yet to reach any concrete decisions

US President Donald Trump said he would impose a tariff of at least 25% on India's exports to the US starting Friday, though later added that the two sides were still in talks

SK Hynix has solidified its position as the global market leader after achieving record performance in the High Bandwidth Memory (HBM) market. However, China's leading memory chipmaker, ChangXin Memory Technologies (CXMT), is catching up at a rapid pace, potentially challenging the iconic Big Three dominance of Samsung, SK Hynix, and Micron

BOE Technology is on track to surpass LG Display (LGD) as Apple's top MacBook LCD panel supplier in 2025, marking a significant shift in Apple's display sourcing as the company edges toward OLED adoption

As the race for semiconductor architecture dominance reshapes the global tech landscape, former Arm China CEO Allen Wu made a rare appearance at the 5th RISC-V Summit China, declaring RISC-V the future standard for the AI era. Wu's comments signaled a formal pivot to open-source computing and marked a strategic endorsement of RISC-V by a seasoned industry figure

Samsung's smartphone exports from India dropped sharply in the second quarter of 2025, likely due to the end of its eligibility for the production-linked incentive (PLI) scheme. Meanwhile, Apple's iPhone exports to the US are surging under the same scheme, even as Samsung gains US market share through Vietnam production

Just days after US President Donald Trump unveiled "America's AI Action Plan," aimed at boosting the country's global leadership in artificial intelligence, China unveiled its own global action plan for AI governance at the World Artificial Intelligence Conference (WAIC) in Shanghai, emphasizing multilateral cooperation in the development and regulation of the technology

Japanese chip testing equipment maker Advantest has raised its full-year revenue and earnings forecasts for fiscal 2025, citing stronger-than-expected demand driven by generative AI applications and a weaker yen

Nexchip Semiconductor said on July 29 that major shareholder Powerchip Innovation Investment Holdings will transfer a 6% stake — equal to 120,368,109 shares — to Huaqin Technology under a newly signed agreement

At the 2025 World Artificial Intelligence Conference (WAIC), Chinese AI chipmakers announced major advances in high-end chip design, manufacturing, and deployment. Lisuan Tech introduced its first self-developed GPU, the 7G106, while Shenzhen-based Intellifusion outlined a new AI inference chip roadmap. The developments reflect China's broader push to build a homegrown AI compute ecosystem and reduce reliance on global semiconductor leaders