China's semiconductor self-reliance campaign is moving beyond lithography machines and advanced processors into less visible materials that can be just as difficult to...
Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement leverage comes back.
Judging only by the news of summer 2026, China's technology sector appears to have entered an unusually concentrated period of breakthroughs.
CXMT's STAR Market IPO marks a coming-of-age moment for China's DRAM industry, but the listing is only the beginning. Having proved China can manufacture DRAM, the memory...
ChangXin Memory Technologies' (CXMT) STAR Market IPO is more than just one of China's biggest semiconductor listings. It also marks the culmination of Zhu Yiming's...
CXMT's STAR Market IPO has become more than a fundraising exercise. The strategic placement roster shows how China's largest DRAM maker is using the capital market to...
For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down memory and component costs before...
The semiconductor supply chain is facing another raw material shock — this time from tungsten hexafluoride, or WF6, a specialty gas used in chip manufacturing....
