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Tungsten Hexafluoride Price Surges Over 200% Amid Supply Shortages and Chip Demand
يتطور
Business·4 g önceملخص الذكاء الاصطناعي

Tungsten Hexafluoride Price Surges Over 200% Amid Supply Shortages and Chip Demand

The price of high-purity tungsten hexafluoride has surged over 200% year-on-year to over 1,700 yuan ($251) per kg due to supply bottlenecks and rising demand from the semiconductor industry. Japanese producers Showa Denko Kanto and Central Glass plan production suspensions in July, potentially disrupting supply to major chipmakers like Samsung Electronics.

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SCMP Economy
How Nvidia’s Corning pact shines light on China’s dominant role in global fibre supply
خبر
08.05.2026

How Nvidia’s Corning pact shines light on China’s dominant role in global fibre supply

Chipmaking giant Nvidia’s deepening partnership with US fibre optics maker Corning to replace copper links in next-generation rack-scale artificial intelligence systems is shining a spotlight on mainland China’s optical communications supply chain. The domestic optical value chain is also doubling down on AI scenarios, emerging as the global bedrock for the high-capacity components required to power AI infrastructure. “The global optical fibre and cable market had entered a period of both rising...

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SCMP Economy
Samsung reports record quarterly profit as chip income jumps almost 50-fold
خبر
01.05.2026

Samsung reports record quarterly profit as chip income jumps almost 50-fold

The AI boom is worsening a global memory chip shortage, which Samsung predicts will continue into 2027Samsung Electronics on Thursday reported record quarterly profit driven by a 49-fold jump in chip income, saying it expects a severe supply shortage to deepen next year as clients spend on AI, driving up prices of its memory chips.A boom in the construction of AI datacentres has spurred Samsung and chipmaking peers to allocate production capacity to advanced chips that Nvidia uses in its so-called AI accelerators. Even so, chipmakers are struggling to meet demand while the move also squeezes the supply of conventional chips. Continue reading...

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Guardian Business
Huawei, DeepSeek strengthen China’s AI self-reliance with collaboration on V4 model
خبر
24.04.2026

Huawei, DeepSeek strengthen China’s AI self-reliance with collaboration on V4 model

Huawei Technologies’ newest Ascend 950PR and 950DT chips enjoyed “day zero” adaptation to DeepSeek’s latest V4 model, the Shenzhen-based tech giant said in a livestream on Friday, just hours after the model’s release. The hardware-software collaboration between the two Chinese firms underscores the progress China has made in tech self-reliance, a top national priority for Beijing amid US efforts to block its access to advanced semiconductor chips and chipmaking equipment. During the livestream...

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SCMP Economy
Middle East Conflict Disrupts Asia Semiconductor Supply Chain as Photoresist Shortage Emerges
يتطور
Business·23.04.2026ملخص الذكاء الاصطناعي

Middle East Conflict Disrupts Asia Semiconductor Supply Chain as Photoresist Shortage Emerges

Geopolitical conflict in the Middle East has disrupted Asia's semiconductor industry by cutting supplies of naphtha, a key feedstock for photoresist used in chip manufacturing. The Strait of Hormuz has been effectively closed since early March, curtailing naphtha supplies essential for specialty chemicals. South Korea's Samsung Electronics and SK Hynix are among the most exposed, with Japanese photoresist suppliers warning of looming raw material disruptions. Advanced chip nodes using extreme ultraviolet (EUV) lithography are expected to be hit hardest.

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SCMP Tech