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Tuesday 23 December 2025
ByteDance reportedly to increase 2026 capex with major focus on AI chips
ByteDance is preparing to raise its capex to CNY160 billion (approx. US$22.70 billion) in 2026, allocating over half of this amount, CNY85 billion, towards purchasing artificial intelligence chip processors, according to sources cited by the Financial Times. The planned increase from CNY150 billion in 2025 reflects ByteDance's intensified emphasis on AI development.
Tuesday 23 December 2025
EdgeCortix accelerates low-power chip launch to take on Nvidia

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.

Tuesday 23 December 2025
Iluvatar CoreX: China's first commercial GPGPU builder steps onto the public stage

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.

Tuesday 23 December 2025
Under 1% market share: Moore Threads faces long road to 'China's Nvidia.'
As Moore Threads completes its stock market debut, the capital market has been flooded with bullish rhetoric, from "a domestic GPU champion" to "China's Nvidia." The pitch is familiar and effective, blending domestic substitution, AI compute scarcity, national strategy, and the halo of a founding team with deep Nvidia roots.
Tuesday 23 December 2025
Moore Threads takes on CUDA with MUSA as China's GPU race shifts to developer ecosystems
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.
Tuesday 23 December 2025
Exclusive: Why photons beat copper in AI factories—Celestial AI Co-founder on Marvell's acquisition
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.
Tuesday 23 December 2025
China's space launch surge exposes Taiwan's tech gap
As privately owned rocket and satellite manufacturers in the United States continue to surge, China has been accelerating its own commercial space ambitions. Beyond its extensive low-Earth-orbit satellite deployment plans, the privately held Chinese launch company LandSpace Technology achieved a milestone on December 3, 2025, when its Zhuque-3 rocket completed a successful maiden flight.
Tuesday 23 December 2025
TI, ADI price hikes split Taiwan's analog IC designers
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.
Tuesday 23 December 2025
Aspeed opens Kaohsiung R&D center to boost chip development efforts
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.
Tuesday 23 December 2025
Nvidia targets pre-holiday H200 shipments to China via inventory; production ramp remains uncertain
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.
Tuesday 23 December 2025
Nexperia's China unit secures local wafer supply under governance dispute
The Chinese subsidiary of Nexperia, the Dutch semiconductor manufacturer, has moved to secure wafer capacity from domestic suppliers to support production of key products in 2026, according to documents reviewed by Reuters. The shift underscores a widening rupture between the China operation and its European parent, as disputes over corporate governance and control continue to reshape the company's global supply chain.
Monday 22 December 2025
Samsung taps former AMD exec to reboot Exynos from Austin
Samsung has recruited semiconductor veteran John Rayfield, formerly a vice president at AMD, to bolster its Exynos GPU and system IP roadmap, signaling a renewed effort to regain competitiveness in mobile and AI-focused SoC design.
Monday 22 December 2025
Central bank raises Taiwan's 2025 growth forecast to 7.31%
Taiwan's Central Bank has sharply revised its economic growth forecast for 2025 to 7.31% from the 4.55% projected in September, citing the absence of US semiconductor tariffs under Section 232 and a stronger-than-expected surge in AI demand driving export momentum.
Monday 22 December 2025
How is India's AI governance framework reshaping where AI runs?
India's tightening AI governance rules are no longer just shaping compliance strategies. They are beginning to influence where artificial intelligence workloads are deployed, pushing sensitive applications toward India-hosted and on-premise infrastructure.
Monday 22 December 2025
IDM automotive revenue becomes uncertain as new chip entrants seize smart cockpit and ADAS market share
Unlike IC design brands, IDM companies are typically conservative regarding demand conditions for the automotive chip market. The difference is partly related to operating base levels. New entrants continue to expand their market share in certain emerging automotive electronics functions and are in a growth phase. On the other hand, IDMs and some more traditional analog chip suppliers face relatively fixed market structures. With overall vehicle sales momentum not particularly strong, their 2026 outlook is more cautious.
Monday 22 December 2025
South Korea examines challenges in building a strong AI semiconductor industry
The National Academy of Engineering of Korea (NAEK) recently convened a seminar, gathering industry and academic experts to assess South Korea's position in the AI semiconductor sector. The discussion underscored concerns about the country's heavy focus on memory chips and drew attention to Taiwan's comprehensive semiconductor ecosystem as a model.
Monday 22 December 2025
Rafael Micro pivots to optical links and ASICs for 2026 growth

Rafael Microelectronics is positioning optical communications and custom ASIC services as the twin pillars of its growth strategy heading into 2026, as the company accelerates its transition from a niche receiver-chip supplier into a broader high-speed signal transmission solutions provider.

Sunday 21 December 2025
Taiwan academics seek to break through SiPh yield bottlenecks
Cloud computing, GenAI, and high-performance computing continue to drive bandwidth and energy efficiency demands. Line rates have now been pushed beyond 100–200Gbps. The intense heat generated by machines poses serious rack management challenges at data centers.
Sunday 21 December 2025
Biren targets Hong Kong's first GPU listing after US$890M losses

Shanghai-based Biren Technology has cleared its Hong Kong listing hearing, positioning itself as Hong Kong's first listed domestic GPU pure-play and a key test for China's capital-intensive AI chip sector.

Saturday 20 December 2025
Foxconn's quantum advancement earns UNESCO recognition
Marking the 100th anniversary of quantum mechanics, the United Nations General Assembly (UNGA) proclaimed 2025 as the International Year of Quantum Science and Technology (IYQ). The United Nations Educational, Scientific, and Cultural Organization (UNESCO) launched the Quantum 100 initiative, recognizing key contributors who have made pivotal contributions to the advancement of quantum science, technology, and the broader quantum community.
Friday 19 December 2025
TI begins shipping chips from new 300mm Sherman fab in Texas
TI has begun shipping chips from its newest 12-inch semiconductor fabrication plant in Sherman, Texas, marking a key milestone in the company's long-term manufacturing expansion in the US. The facility, known as SM1, is the first fab at TI's Sherman mega-site and comes online about three and a half years after construction began.
Friday 19 December 2025
Samsung releases Exynos 2600 specs and confirms 2nm AP in mass production
According to Yonhap News and The Korea Herald, Samsung Electronics has posted a full specification sheet for its mobile application processor (AP), the Exynos 2600, on its official website. The Exynos 2600 was designed by Samsung Semiconductor's Device Solutions (DS) division under the System LSI business unit and manufactured using the company's most advanced 2nm process based on Gate-All-Around (GAA) technology. With the specifications now public, the industry's first 2nm mobile AP is expected to attract increased attention from the tech sector.
Friday 19 December 2025
Commentary: Why China's GPU start-ups command billion-dollar valuations despite losses
China's GPU start-ups are back at the center of a capital-market frenzy. Following Moore Threads, five-year-old MetaX has listed on Shanghai's STAR Market, with its shares surging more than sevenfold on debut. At its peak, the company's market capitalization briefly hit CNY330 billion (US$46.9 billion)—a striking number for a business generating just CNY1.5–2 billion in annual revenue, and one that would raise eyebrows even by global semiconductor standards.
Friday 19 December 2025
Onsemi and GlobalFoundries sign agreement to develop 650V GaN power devices
Onsemi has signed a collaboration agreement with GlobalFoundries to develop and manufacture next-generation gallium nitride (GaN) power devices, expanding its power semiconductor portfolio to include high-voltage lateral GaN solutions. The companies said the effort will focus initially on 650-volt devices produced using GlobalFoundries' 8-inch enhancement-mode (eMode) GaN-on-silicon process technology.
Friday 19 December 2025
USITC investigates AMD, Lenovo, and Supermicro over semiconductor patents
The US International Trade Commission has launched an investigation into alleged patent infringement by Advanced Micro Devices, Lenovo, and Supermicro, following a complaint from Adeia, Inc. and its affiliates over semiconductor devices and computing products incorporating hybrid or direct bonded structures.