Longsys released its first-quarter report for 2026. In 2026Q1, the company achieved operating revenue of RMB 9.909 billion, representing a year-on-year increase of 132.79%. Net profit attributable to shareholders of the listed company reached RMB 3.862 billion, up 2,644.05% year-on-year. After deducting non-recurring gains and losses, the net profit attributable to shareholders of the listed company stood at RMB 3.943 billion, a year-on-year surge of 2,051.40%.

April 15, 2026 – ASML Holding N.V., the global leader in Semiconductor equipment, today released its first-quarter 2026 financial results. Driven by sustained investment in artificial intelligence (AI) infrastructure, the company’s performance exceeded market expectations across the board, and it raised its full-year outlook. ASML reported first-quarter net sales of €8.8 billion (approximately RMB 70.7 billion), net income of €2.8 billion (approximately RMB 22.5 billion), and a gross margin of 53.0%. Due to seasonal factors, revenue declined sequentially from the fourth quarter of 2025, but rose 13.3% year-on-year.

By product, Semiconductor exports surged 151 percent to $32.84 billion from $13.06 billion a year earlier, supported by robust demand from global AI data centers.

According to South Korean media reports, Samsung Electronics has ordered over 70 lithography machines for PH1, the first phase of the P5 fab cluster at its Pyeongtaek Semiconductor production site, in preparation for the operation in 2027. These lithography machines required for Pyeongtaek P5 PH1 are from ASML and Canon, with approximately 20 of them being ASML's EUV exposure systems. P5 PH1 will be used for 1c-nm process DRAM production, manufacturing both general-purpose memory and HBM. Samsung Electronics is expected to begin installing patterning equipment for Pyeongtaek P5 PH1 starting in the second quarter of 2027, at which time the cleanroom construction for this phase will also be completed. The phase is expected to contribute production capacity within 2027, meeting the demands for NVIDIA's "Rubin" and other AI XPUs, and alleviating the current tight supply situation in the DRAM market.

According to foreign media reports, SK Hynix plans to acquire extreme ultraviolet (EUV) lithography equipment valued at approximately 12 trillion won (around 55.4 billion yuan) for the mass production of next-generation DRAM and high-bandwidth memory (HBM). The investment accounts for about 9.97% of SK Hynix’s total assets, with Dutch Semiconductor equipment giant ASML as the supplier. The procurement period is expected to run through December 2027.

STMicroelectronics (ST) today announced that the first batch of 40nm STM32 microcontrollers (MCUs), manufactured by HuaHong Grace, has been officially delivered to Chinese customers. This marks ST as the first international Semiconductor company to complete the full-process production—from wafer fabrication to packaging and testing—of its mainstream MCU products within China.

A research team led by Professor Sun Haiding from the School of Integrated Circuits at the University of Science and Technology of China (USTC), in collaboration with McGill University, The Australian National University, Zhejiang University, the University of Cambridge, and Wuhan University, has successfully developed the world’s first photodiode that integrates optical sensing, storage, and processing functions into a single device. The findings were published on March 20 in the internationally renowned journal Nature Electronics.

Micron Technology announced financial results for its second quarter of fiscal 2026 (ended February 26, 2026), covering the period from December 2025 to February 2026. Revenue reached $23.86 billion, representing a substantial sequential increase of 75% and a year-over-year surge of 196%. On a non-GAAP basis, operating income was $16.455 billion, with operating margin expanding to 69% from 47% in the prior quarter. Net income reached $14.021 billion, up 156% sequentially and 686% year-over-year.

Recently, an international research team led by the Politecnico di Milano in Italy, in collaboration with the Institute for Photonics and Nanotechnologies of the Italian National Research Council (CNR-IFN), has successfully developed an ultra-fast computer controlled by light. The team achieved ultra-fast logic operations in novel two-dimensional Semiconductor materials using femtosecond laser pulses, reaching speeds more than 100 times faster than the fastest electronic devices available today. This achievement demonstrates for the first time that light can not only transmit information but also directly process it, opening new pathways for breakthroughs in future computing performance. The related paper has been published in the latest issue of Nature Photonics.

SK hynix memory solutions are designed to minimize data bottlenecks and maximize performance for both AI training and inference in NVIDIA AI infrastructure. Through its participation in GTC 2026, SK hynix plans to demonstrate its competitive edge in memory technology—the core infrastructure of the AI era.

Micron Technology recently announced the completion of its acquisition of the P5 wafer fab from Powerchip Semiconductor Manufacturing Corporation (PSMC) in Tongluo, Miaoli County, Taiwan, China, for a total transaction value of $1.8 billion. The site will serve as a strategic extension of Micron’s large-scale Taichung campus, forming a vertically integrated ecosystem with Micron’s Taichung plant approximately 15 miles away, further strengthening Micron’s industrial presence in the region.

According to South Korean media citing industry sources, Samsung Electronics is collaborating with NVIDIA to accelerate the development of next-generation NAND flash memory. Researchers from Samsung Electronics' Semiconductor Research Institute, Nvidia, and Georgia Institute of Technology developed a "Physics-Informed Neural Operator (PINO)" model capable of analyzing ferroelectric-based NAND device performance more than 10,000 times faster than conventional methods. The research findings were published to the academic community on the 6th.Based on these results, Samsung is working with NVIDIA to develop and commercialize ferroelectric NAND flash memory.

On March 10th, US time, Applied Materials, a global leader in Semiconductor manufacturing equipment, announced that Micron and SK Hynix have become founding partners of its EPIC Center in Silicon Valley, jointly advancing the development of next-generation memory technologies to support the development of AI and high-performance computing industries.

On March 9th, the Jinshan District People's Government of Shanghai and Alibaba Cloud signed a strategic cooperation agreement to accelerate the construction of Alibaba's Apsara Cloud Intelligent East China Computing Center. With a total investment of 40 billion yuan, the center was already established in Jinshan in 2021. Upon completion, it will become one of the largest intelligent computing hubs in East China, injecting strong momentum into Shanghai's development as an AI powerhouse.

Recently, Beijing University of Posts and Telecommunications, in collaboration with Hong Kong Polytechnic University and other institutions, experimentally verified the room-temperature intrinsic ferroelectricity of gallium oxide, an ultrawide bandgap Semiconductor. The findings were published in Science Advances. Using MOCVD technology, the team successfully fabricated epitaxial κ-Ga₂O₃ thin films and observed stable ferroelectric switching, achieving devices with an on/off ratio exceeding 10⁵ and endurance over 10⁷ cycles. The finding resolves the long-standing conflict between the rigid structure required for wide bandgap Semiconductors and the atomic flexibility needed for ferroelectricity, paving the way for integrating high-power and non-volatile memory functions in a single material platform.