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China produces photonic chip wafers without ASML equipment, cutting costs to one tenth

China\'s semiconductor equipment company Prinano (PRINANO) said it has succeeded in making photonic chip wafers without ASML\'s deep ultraviolet lithography tools, using its own nanoimprint lithography technology. The company said it produced 8-inch wafers and could cut manufacturing costs to about one-tenth of conventional methods. The announcement draws attention as export controls restrict China\'s access to advanced lithography equipment, though some analysts urged caution due to undisclosed yield, throughput and mass-production timelines.

Industry

Memory shortage shadow looms over Computex 2026 as HBM4 supply race intensifies

Computex 2026, to be held in Taipei on June 2 to 5, carries the theme \"AI Together\" and will feature 1,500 companies across 6,000 booths. The article says a key focus is the fight to secure supplies of high-bandwidth memory HBM4 for next-generation AI accelerators, alongside sensitivity to DRAM and NAND price volatility. Keynotes from Nvidia, Qualcomm, Marvell and Intel are seen as signaling demand and supply conditions.

Industry

Google TurboQuant sparks memory chip selloff, shocking Hynix and Samsung investors

Google unveiled TurboQuant, a technology that can improve memory-use efficiency for AI models by up to six times, prompting investors to take profits on fears of weaker demand for high-end memory chips. Memory chip stocks fell across markets, with SK Hynix and Samsung Electronics sliding about 6 percent and nearly 5 percent in Korea. Analysts said the drop also reflected profit-taking after sharp gains, while some argued long-term demand remains supported.