AMD Server CPU Revenue Share Surges to a Record High of 46.2%

International Tech News:

1.AMD’s server CPU revenue share reached 46.2% in the first quarter of 2026, while its shipment share increased to 33.2%.

2.According to Sigmaintell Consulting, global smartphone SoC shipments totaled approximately 290 million units in the first quarter of 2026, down 4% year-on-year.

3.Japan announced an expansion of subsidies for domestic traditional semiconductor device production, with a focus on supporting mature chip manufacturers in analog semiconductors and microcontrollers.

4.Japan’s SoftBank plans to invest USD 100 billion in France to build semiconductor wafer fabs and data centers for the artificial intelligence sector.

5.On the 14th, Samsung Electronics placed all semiconductor business sites under emergency management and reduced memory production ahead of planned strikes.

6.TrendForce forecasts that the average selling price (ASP) of LPDDR4X will increase by at least 70%–75% quarter-on-quarter in Q2, while LPDDR5X ASP is expected to rise by 78%–83%.

Domestic Tech News:

1.Semiconductor Manufacturing International Corporation (SMIC) reported revenue of RMB 17.6 billion for the first quarter of 2026, up 8.1% year-on-year, while net profit reached RMB 1.36 billion, a slight increase of 0.4%.

2.Xiaomi’s SUV model YU7 ranked first in China’s SUV sales with cumulative terminal sales of 71,761 units from January to April.

3.Song Yuanming, Director of the International Business Department at Kinghelm / Slkor (www.slkormicro.com), will appear at Huaqiang Lecture Hall on May 16 to share practical experience on the global expansion strategies of Chinese semiconductor brands.

4.BOE disclosed that its Gen 8.6 AMOLED production line is expected to enter mass production by mid-2026.

5.Automotive-grade chip company SemiDrive Technology announced the completion of nearly USD 100 million in Series C financing.

6.China Jushi plans to invest RMB 4.431 billion in the construction of electronic fiberglass yarn and electronic fabric production lines.

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