👤 Howard Liu

2026-10-15 · South China Morning Post · Technology

TSMC confirms talks with Elon Musk over Texas ‘Terafab’ but insists on operational control

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2026-10-14 · South China Morning Post · Economy/Business

Chinese memory giant YMTC to grow revenue 6 times faster than peers as IPO nears: report

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2026-10-12 · South China Morning Post · Economy/Business

Mapping US chip supply chain: China accounts for far more than it appears, report says

no other outlet in the corpus covered this · leans right

2026-09-29 · South China Morning Post · Technology

China’s CXMT to favour domestic suppliers in US$5.2b memory-chip capacity push: source

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2026-09-28 · South China Morning Post · Technology

ByteDance grabs one-fifth of China’s data centre capacity as AI drives infrastructure boom

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2026-09-23 · South China Morning Post · Economy/Business

China’s storage makers aim to climb value chain with advanced packaging bets

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2026-09-06 · South China Morning Post

🔮 Capital expenditure by China’s major tech companies was set to more than double to around US$140 billion this year – up from US$65 billion in 2025 – and reach US$165 billion by 2027, according to Moody’s. mixed

2026-09-23 · South China Morning Post

🔮 The sum, which Shanghai-listed Biwin Storage Technology will pour into the third phase of its advanced packaging and testing project in Dongguan, in southern China’s Guangdong province, will exceed the 3.09 billion yuan it put into the first two phases combined. mixed

2026-09-29 · South China Morning Post

🔮 As it begins massive output increase, China’s top memory supplier sets ‘aggressive’ target for local chipmaking equipment, source says The firm, listed on the Shanghai Stock Exchange’s Star Market, would spend 24.1 billion yuan on a new technology research and development project and another 10.8 billion yuan on the second phase of a wafer testing base, according to a Monday stock filing. mixed

2026-10-14 · South China Morning Post

🔮 Chinese memory giant YMTC to grow revenue 6 times faster than peers as IPO nears: report Country’s top NAND maker bets on enterprise SSDs and AI infrastructure to drive next phase of growth, Counterpoint says Yangtze Memory Technologies Corporation (YMTC), China’s leading flash-memory maker, is set to grow revenue six times faster than its industry peers this year as it expands into server-related business ahead of a planned initial public offering (IPO), according to Counterpoint Research. The company’s server-related revenue was effectively zero in 2024, but could account for nearly 39 per cent of its revenue by 2028, according to the market intelligence firm on Tuesday. speculative

2026-10-15 · South China Morning Post

🔮 TSMC confirms talks with Elon Musk over Texas ‘Terafab’ but insists on operational control The negotiations underscore TSMC’s push to expand production and satisfy insatiable demand for AI chips from key clients like Nvidia Taiwan Semiconductor Manufacturing Co (TSMC) is in discussions regarding a potential role in Elon Musk’s proposed Terafab project in Texas, according to company chairman and CEO C.C. Wei, although he stressed that TSMC would retain operational control of any partner factory. The plant “has got to be run by TSMC”, Wei said during the third-quarter earnings call on Thursday. mixed