Semiconductors

The firm’s valuation appears stretched, with investor enthusiasm outpacing its underlying financials.

Supply constraints spark warnings of price rises and launch delays for consumer electronics.

Affiliates ramp up takeovers and capacity buildups in line with China’s national ambitions.

A single dinner may have helped shift more HBM capacity away from phone makers and toward Nvidia’s chip ambitions.

The tech giant is betting big on HBM chips after ceding ground to rival SK Hynix.

Japan has long led in key chip materials, but Chinese rivals like Eswin are catching up.

Wang Zhan steps in as co-CEO, betting on Sunrise to develop chips that can take on Nvidia.

The country aims to become the largest non-China hub for printed circuit boards as manufacturers race to diversify production.