As global memory makers pivot toward high-capacity solutions and steadily phase out legacy 2D NAND, supply of low-capacity, general-purpose NAND chips is tightening sharply, sending
Three influential Substack essays are reshaping the debate on industrial strategy, technology competition, and the electronics industry. They show how falling costs in the electric
As China pushes to strengthen its chip industry, Richard Chang, founder of SMIC, China’s largest foundry, suggests that success in semiconductors is not solely about
For much of the past decade, the main constraints on data centre development in APAC have been easy to list. Power availability, land access, network
Spin-off will create two companies with distinct growth strategies that are poised to drive significant customer and shareholder value News summary The new company (“SpinCo”)
