YMTC, one of China's leading semiconductor firms, has secured a new funding round with a CNY1.6 billion (approx. US$220 million) capital injection from Quanhong Investment, a subsidiary of Hebei Yangyuan ZhiHui Beverage. Once the deal closes, Quanhong will hold a 0.99% stake in YMTC's parent company. Yicai reports the move aligns with Yangyuan's strategic push into equity investments.
Montage Technology reported robust first-quarter 2025 results, with revenue climbing 65.78% year-over-year to CNY1.222 billion (approx. US$167 million). Net profit attributable to shareholders jumped 135.14% to CNY525 million, marking record highs across key financial indicators.
Samsung Electronics is encountering delays in the development of its next-generation 1c DRAM chips, according to sources familiar with the matter. Originally slated for sample testing in July 2025, the schedule has reportedly been pushed back to October due to complications in the redesign process. Insiders say the situation remains fluid, with yield rates still uncertain, raising concerns that the timeline for mass-producing HBM4 chips, which rely on 1c DRAM, may also be affected.
As rivals race ahead in HBM3E, Samsung quietly builds momentum in next-gen HBM4 development, banking on its in-house chipmaking and packaging technologies.
Huawei's CloudMatrix 384 (CM384) is making waves as the most ambitious AI hardware rollout in China to date—a rack-scale system powered by 384 Ascend 910C chips and positioned as a direct competitor to Nvidia's GB200 NVL72.
Following President Donald Trump's recent announcement of a sweeping "reciprocal tariffs" policy, a new wave of economic uncertainty is rippling through the global tech supply chain. US chipmaker Micron Technology has already responded, stating it will pass the additional costs onto customers. Meanwhile, South Korean memory giants Samsung Electronics and SK Hynix are taking a more cautious approach—adopting a wait-and-see strategy while maintaining current pricing policies.
