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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.
Friday 19 December 2025
India's iVP Semi targets 30% of renewable energy chip market through guaranteed supply model
Chennai-based iVP Semiconductor is betting it can crack India's power semiconductor market by solving a problem that global chipmakers largely ignore: the poor service experience of Indian OEMs, who rank low in their priority queues.
Friday 19 December 2025
South Korea's Uniqconn partners with TSMC to mass-produce 60GHz communication chip
A South Korean logic IC startup is moving closer to cable-free device design with the development of a 60GHz millimeter-wave communication chip designed to replace short-range wired connections in consumer and industrial electronics.
Thursday 18 December 2025
China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage
As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU developer with deep AMD roots, listed on Shanghai's STAR Market on December 17.
Thursday 18 December 2025
AMD CEO pledges greater investment in China amid efforts to boost US-China chip cooperation
AMD CEO Lisa Su has announced plans to increase investment in China during a recent visit aimed at strengthening collaboration in the semiconductor and artificial intelligence sectors between China and the US. Su met with Chinese officials and industry leaders to underline AMD's commitment to the Chinese market.
Thursday 18 December 2025
Rapidus launches AI design tools to support 2nm semiconductor development
On December 17, Rapidus announced a new suite of AI-based semiconductor design tools under its Rapidus AI-Assisted Design Solution (Raads), aimed at supporting the company's Rapid and Unified Manufacturing Service (RUMS) concept. The technology will be rebranded as Rapidus AI-Agentic Design Solution, with multiple tools scheduled for release starting in 2026. Customers will receive the tools alongside a process design kit (PDK) and reference flows.
Thursday 18 December 2025
Google reportedly launches TorchTPU project to boost TPU compatibility with PyTorch
Google has reportedly initiated the TorchTPU project to enhance support for the PyTorch machine learning framework on its tensor processing units (TPUs), aiming to challenge the software dominance of Nvidia's CUDA ecosystem. Reuters, citing insiders, said the effort focuses on lowering barriers for developers and increasing TPU adoption in cloud and enterprise settings.
Thursday 18 December 2025
imec and Japan's ASRA align on automotive chiplet standards
imec said it has launched a strategic alignment initiative with Japan's Advanced SoC Research for Automotive (ASRA) to coordinate efforts on standardizing chiplet architectures for automotive applications, as the industry seeks to improve interoperability and reduce fragmentation in emerging chiplet ecosystems.
Thursday 18 December 2025
Why OpenAI is courting AWS chips—and what it signals about cracks in its AI expansion
OpenAI is reportedly in negotiations with Amazon Web Services (AWS) to secure funding and collaborate on AWS's in-house developed application-specific integrated circuits (ASICs). The move comes as OpenAI faces challenges scaling its existing AI partnerships into broader commercial deployments, prompting questions about the strategic significance of this potential alliance.
Thursday 18 December 2025
Taiwan targets four research priorities to maintain semiconductor leadership
Taiwan has long dominated advanced semiconductor manufacturing, with TSMC's global R&D headquarters in Hsinchu alone employing over 10,000 researchers. The government continues to foster collaboration between academia and industry to advance both technology and talent development. Against this backdrop, the National Science and Technology Council (NSTC) is launching a new initiative in 2025 to sustain Taiwan's leading position in next-generation chip manufacturing over the next five to ten years.
Wednesday 17 December 2025
MetaX jumps in Shanghai IPO as China pushes homegrown GPUs
MetaX, a Chinese graphics processor startup founded by former Advanced Micro Devices engineers, soared in its trading debut on Shanghai's STAR Market on December 17, 2025. The rally highlights the premium investors are placing on Beijing's semiconductor self-sufficiency drive even as the company grapples with widening losses and intense geopolitical headwinds.
Wednesday 17 December 2025
Korea Lighting pivots from conventional LEDs to bio-opitcal chips, targeting high-value markets
Facing intensifying competition in the traditional LED lighting market, Incheon-based Korea Lighting is repositioning itself as a supplier of bio-optical semiconductor solutions, targeting high-value applications across healthcare, hygiene, beauty, and agriculture.
Wednesday 17 December 2025
China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and computing firms are mobilizing across the board, accelerating product tape-outs, building software ecosystems, and securing capital. This aggressive, multi-pronged effort signals the rapid formation of a localized compute architecture designed to break international reliance and capture diverse market segments.

Wednesday 17 December 2025
Nvidia H200 volatility disrupts China's SOE compute strategy
China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned AI computing centers.
Wednesday 17 December 2025
Commentary: Intel's SambaNova move signals AI chip consolidation era
Intel is reportedly seeking to acquire SambaNova, a prominent AI inference chip specialist. The deal has a high probability of closing, primarily due to a significant governance alignment: Intel's current CEO, Lip-Bu Tan, also serves as SambaNova's Executive Chairman.
Tuesday 16 December 2025
China taps MetaX GPUs to advance brain-inspired AI beyond big models
For decades, artificial intelligence (AI) has pursued scale: more parameters, more data, more GPUs. That approach delivered rapid breakthroughs but also revealed hard limits in power consumption, cost, and accessibility. In China, a different path is taking shape, one that looks beyond silicon scaling laws to the human brain itself.
Tuesday 16 December 2025
Intel deepens policy alignment with executive reshuffle following US government investment
Intel has announced several key executive appointments, including Robin Colwell, former deputy director of the US National Economic Council under US President Donald Trump, as senior vice president of Government Affairs. This appointment follows the US government's August investment in acquiring a 10% stake in Intel, signaling a closer partnership to advance US semiconductor policy, according to Bloomberg, Reuters, and CRN Magazine.
Tuesday 16 December 2025
Dolphin Semiconductor shifts toward platform-led, mixed-signal IP in HCLTech collaboration
French semiconductor IP vendor Dolphin Semiconductor said its collaboration with HCLTech reflects growing demand for pre-optimized, platform-based system-on-chip development, as energy costs, time-to-market pressure, and design complexity rise.
Tuesday 16 December 2025
Baidu's Kunlunxin spinoff mirrors Google's TPU playbook
Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200 chip exports to China. Baidu cautioned that the plan is subject to regulatory approval and not guaranteed, tempering initial market enthusiasm.
Tuesday 16 December 2025
Samsung Chairman Lee Jae-yong meets with Lisa Su and Elon Musk to discuss potential collaboration
Samsung Electronics Chairman Lee Jae-yong has returned to South Korea after a week-long business trip to the US. Lee reportedly met with Tesla CEO Elon Musk in Austin, Texas, with senior executives of Samsung's foundry division also present. It is also rumored that Lee met with AMD CEO Lisa Su to discuss HBM supply and foundry orders using advanced 2-nanometer process technology. These efforts are considered tactics to help Samsung regain leadership in AI semiconductors.
Tuesday 16 December 2025
SenseTime's Seko 2.0 ties AI video breakthrough to Cambricon chips, signaling China's multimodal push

SenseTime has released Seko 2.0, which it describes as the industry's first multi-episode video generation agent, marking a step beyond short AI clips toward longer, more coherent video content.