Fujifilm will build a semiconductor materials plant in India for regional exports; Ziroh Labs promotes CPU-first AI compute; India approves 17 ECMS projects worth US$810 million to expand component manufacturing.
Nvidia's record third-quarter earnings provided rare relief for markets facing rising geopolitical risks. Jensen Huang remained characteristically optimistic, once again rejecting claims that artificial intelligence (AI) is drifting toward a bubble. He highlighted the overwhelming demand for Blackwell chips and cloud GPUs, which continue to sell out across major customers, as evidence of lasting momentum.
China's latest IC design forecast projects Shenzhen's chip design revenue will reach CNY204.23 billion (approx. US$28.7 billion) in 2025, keeping it firmly in second place behind Shanghai. Its growth has outstripped other major tech centres in recent years, positioning the city as one of the fastest-rising semiconductor design hubs in the country.
