Tokyo-based startup EdgeCortix plans to deliver samples of its next-generation Sakura-X artificial intelligence (AI) processor by the end of 2026, accelerating its production timeline to address the growing energy demands of AI infrastructure. The company is positioning the new silicon as a low-power alternative to Nvidia's dominant graphics processing units as data center operators and industrial users face increasing pressure to curb electricity consumption.
Shanghai-based Iluvatar CoreX is moving closer to a Hong Kong listing, positioning itself as one of the most commercially advanced domestic contenders in China's push to build a self-sufficient AI computing stack.
At a recent investor briefing, Weltrend Semiconductor discussed its two major business pillars: USB Power Delivery (USB PD) chips and fan driver ICs for heat management. While USB PD shipments continue to grow, average selling prices (ASPs) have declined due to increased competition. For fan driver ICs, rising demand from AI servers and market share gains drove year-to-date growth of 37.2% in the first three quarters of 2025, with this product line now contributing more to overall revenue than USB PD. Despite mixed performance in 2025, Weltrend emphasized that both key growth segments have strong potential to continue upward in 2026.
Competition in the GPU industry ultimately comes down to developer ecosystems. Against that backdrop, Moore Threads' inaugural MUSA Developer Conference (MDC 2025) on December 20-21 marked a clear pivot away from headline benchmarks toward ecosystem depth.
Rohm and Tata Electronics said they have entered into a strategic partnership to establish semiconductor manufacturing operations in India, targeting both domestic and overseas markets, as the two companies seek to expand their presence amid growing efforts to localize chip supply chains.
In a year when artificial intelligence spending has begun to resemble a national infrastructure program, Celestial AI has chosen to stop being a standalone startup. Preet Virk, the company's co-founder and chief operating officer, says the decision to sell to Marvell was less about scale for its own sake than about physics, efficiency, and timing.
Chinese chip resistor manufacturers have cut production by 10-60% amid oversupply, but major firms haven't, limiting recovery. Taiwanese firms expect improvements by late 2026.
Despite approaching the end of the year and the promotional peak season coming to an end, overall utilization rates in the smartphone panel market have remained relatively high. Additionally, differences in market conditions and structures among panel technologies have led to mixed price movements.
Texas Instruments (TI) and Analog Devices (ADI) are reportedly preparing selective price increases across product lines in early 2026, citing rising semiconductor supply chain costs. The plans have put Taiwan's analog IC design houses on alert, with industry views sharply divided.
Aspeed Technology, a global leader in remote server management chips, officially launched its Kaohsiung research and development (R&D) center on December 22. Located at the Pier F Cangsan Warehouse in the Port of Kaohsiung's Penglai Commercial Port Area, the new facility highlights the company's strategy of operating with its headquarters in Hsinchu and R&D center in Kaohsiung. This north-south operating model is expected to accelerate R&D efficiency and inject fresh momentum into the advancement of southern Taiwan's tech industry.
Nvidia is reportedly planning to resume shipments of its second-most powerful artificial intelligence chips to China before the Lunar New Year holiday in mid-February, underscoring how the US chipmaker is navigating shifting export controls while testing the limits of political approval in Washington and Beijing.
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