China is accelerating its semiconductor capabilities through technical gains at Huawei and Semiconductor Manufacturing International Corp.(SMIC) while simultaneously mandating the use of domestic processors across state sectors to circumvent US export controls
Samsung Electronics is reportedly accelerating construction at its Pyeongtaek semiconductor complex to expand production of next-generation high-bandwidth memory, aiming to secure supply for global cloud providers and AI chipmakers as demand intensifies. The company has reportedly approved plans to convert additional space in its P4 fab into dedicated 1c DRAM lines and has advanced completion dates for key production zones, according to Korean media reports
China's dominance of the global polysilicon market is forcing the industry into two divergent paths: domestic consolidation to manage a swelling glut, and US-backed overseas production to diversify supply chains. The trend highlights a deepening geopolitical divide over a material essential to both solar manufacturing and high-purity semiconductor applications
