Tracking AI, semiconductors and emerging technologies
Joined February 2025
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China's YMTC targets 9,600 MT/s with 4F² DRAM design
digitimes.com/news/a20261015…
CXMT is world’s most profitable memory company
electronicsweekly.com/news/b…
Beyond ASML: China rethinks EUV race with light-source strategy
digitimes.com/news/a20260924…
AppendixZero retweeted
The more interesting story is the growing share of industrial robots in China that come from Chinese robot makers.
China installed more industrial robots in 2025 than the rest of the world combined.
International Federation of Robotics: ifr.org/ifr-press-releases/n…
This might be the most interesting number in the whole report:
3,619 researchers followed a China → China → China path:
Chinese undergrad, Chinese grad school, now working in China.
China → US → US: 1,071
US → US → US: 1,093
The domestic Chinese AI pipeline is now enormous.
But this isn’t a story of the US suddenly losing its ability to attract talent.
The US still has by far the largest net talent gain: +2,145 in Carnegie’s sample. China is at -1,729.
What changed is that China now produces so much AI talent, and retains much more of it, that both things can be true at once.
AppendixZero retweeted
Carnegie China’s study of the 2025 NeurIPS cohort found that 69% of Chinese-origin AI researchers now work in China, up from 57% in 2022.
Where is AI talent flowing next?
The study tracks the shifting distribution of global AI talent.
Coming 23 September.
The wild part is that Samsung itself reportedly had to license YMTC’s hybrid-bonding IP for its next-gen NAND.
YMTC had 119 disclosed hybrid-bonding patents vs 83 for Samsung and just 11 for SK hynix.
Korean reports said Samsung concluded it was basically impossible to design around YMTC’s patents, so it licensed them instead.
That tells you how serious YMTC’s IP position has become.
Pretty remarkable milestone for YMTC.
A German court found Micron infringed two YMTC utility models covering 3D NAND staircase structures and word-line contacts, and issued injunctions.
China’s NAND challenger is now enforcing its own IP against an incumbent.
technode.com/2026/09/23/yang…
Pretty remarkable milestone for YMTC.
A German court found Micron infringed two YMTC utility models covering 3D NAND staircase structures and word-line contacts, and issued injunctions.
China’s NAND challenger is now enforcing its own IP against an incumbent.
technode.com/2026/09/23/yang…
YMTC wins German injunctions against Micron in latest round of NAND patent battle
digitimes.com/news/a20260923…
YMTC wins two German injunctions against Micron, getting leverage in global NAND memory patent fight: Munich I Regional Court
ipfray.com/ymtc-wins-two-ger…
AppendixZero retweeted
According to Bloomberg on the 22nd (local time), Frank Heimskerk, Executive Vice President of ASML, stated at an event held in Amsterdam the previous day, “We are not selling anything in Europe.” He, who oversees global external affairs, explained, “This is because Europe is not investing, and semiconductor factories are not being built in Europe.”
ASML is the world’s only company that manufactures extreme ultraviolet (EUV) lithography equipment, which is essential for producing cutting-edge semiconductors.
This technology is indispensable for producing high-tech semiconductor chips.
Companies such as Taiwan’s TSMC and Samsung Electronics use this company’s equipment to etch fine transistor circuits onto silicon wafers, serving as the foundation supporting the global artificial intelligence (AI) boom.
Chinese Researchers Reportedly Push GAA With DUV, Opening Potential Path to 3nm-Level Performance
trendforce.com/news/2026/09/…
CXMT Plans Beijing NAND Flash R&D Line as DRAM Leader Eyes YMTC's Turf
pandaily.com/cxmt-beijing-na…
Once reliant on Korean memory, Chinese smartphone makers are turning to CXMT
scmp.com/tech/big-tech/artic…
Exclusive: China’s CAS institute charts DUV route to 3nm GAA without EUV
digitimes.com/news/a20260917…
China narrows HBM gap with Korea, technology lead down to 3 years
koreajoongangdaily.com/busin…
