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Friday 26 December 2025
AMD wins major Alibaba MI308 chip order to challenge Nvidia H200
Nvidia CEO Jensen Huang recently received US President Donald Trump's approval for the H200 to return to the China market. Shipments to Chinese customers were reportedly fast-tracked for around February 2026.
Friday 26 December 2025
MediaTek and DENSO team up to develop custom automotive SoC for advanced driver-assistance systems
MediaTek and DENSO said they have entered into a joint development effort to create a custom automotive system-on-chip (SoC) for advanced driver-assistance systems (ADAS) and in-vehicle cockpit applications, reflecting growing demand for higher-performance and safety-compliant computing platforms in next-generation vehicles.
Friday 26 December 2025
Egis Technology Group outlines dual cloud and edge AI strategy targeting 2026 results
Egis Technology Group recently held an investor briefing to present its operational outlook for 2026, focusing on a dual approach to cloud AI and edge AI development. The group aims to deliver tangible outcomes by 2026 and 2027 through leveraging the strengths of its subsidiaries in various AI-related technologies.
Friday 26 December 2025
Nvidia reportedly tests Intel 18A process but does not move forward
Intel's 18A process node has reportedly drawn interest from Nvidia, though the chipmaker has yet to commit to using the technology, according to Reuters, citing sources familiar with the matter. The potential collaboration has not progressed, leaving the future of Intel's 18A node in question.
Friday 26 December 2025
US and China escalate semiconductor state capitalism amid global supply chain shifts
The semiconductor industry is increasingly central to national strategies as the US and China intensify state-led investments amid growing tech geopolitical tensions. The US CHIPS and Science Act and China's multibillion-yuan semiconductor funding illustrate a resurgence of state capitalism in high-tech sectors, reshaping global supply chains and industrial competition.
Friday 26 December 2025
Samsung to launch self-developed GPU by 2027, breaking from AMD architecture
Samsung reportedly plans to launch an in-house GPU by 2027, marking a potential shift from reliance on external suppliers. The new GPU will be integrated into the Exynos 2800 mobile application processor, according to South Korean media outlets Yonhap News Agency and Hangyung.
Friday 26 December 2025
Nvidia Groq partnership signals shift toward specialized inference chips as AI workloads scale
Nvidia is set to include innovations from Groq, an AI inference chip startup, into its product ecosystem by the end of 2025, responding to an expected surge in AI inference demand. CEO Jensen Huang estimated in early 2025 that AI inference workload could grow by up to one billion times in the coming years, driving the company's strategic pivot.
Friday 26 December 2025
US drone ban opens door for Taiwan's non-China chip designers
Taiwan's integrated circuit design houses are accelerating shipments to the global drone market as US trade restrictions on Chinese manufacturers reshape international supply chains. The policy shift is forcing a realignment toward non-Chinese sourcing, enabling Taiwanese chipmakers to transition from low-volume defense contracts to large-scale commercial and consumer drone production.
Friday 26 December 2025
Hygon outlines dual-chip roadmap for system-level AI computing

At the Hygon-initiated HAIC 2025 Artificial Intelligence Innovation Conference in Kunshan from December 17 to 19, Hygon Information Technology unveiled a "dual-chip strategy," positioning its DCU accelerator and CPU as a tightly integrated foundation for China's next phase of AI infrastructure.

Thursday 25 December 2025
Nvidia's Groq deal signals a strategic push to defend its AI inference turf
Nvidia has agreed to buy key assets from AI accelerator startup Groq in the company's largest acquisition to date, a move that underscores how the battle in artificial intelligence is increasingly shifting from training dominance toward inference efficiency and cost control.
Wednesday 24 December 2025
Japanese startup pushes diamond semiconductors toward commercialization in EVs and satellites

A Japanese startup originating from Waseda University, Power Diamond Systems (PDS), showcased its diamond-based semiconductors at SEMICON Japan 2025, presenting for the first time an evaluation system that confirmed the devices' operation after packaging.

Wednesday 24 December 2025
Unimicron leases Dajia plant to Uniflex, spins off flexible PCB business
Taiwan-based IC substrate maker Unimicron recently announced that it will sublease part of its Taichung Dajia land and factory to its flexible PCB (FPCB) subsidiary Uniflex Technology. The move addresses overseas customers' non-China production requirements.
Wednesday 24 December 2025
US sets June 2027 deadline for China chip tariff spike
The Office of the US Trade Representative (USTR) has concluded a year-long Section 301 investigation into China's acts, policies, and practices related to its semiconductor industry, determining that they are actionable under US trade law. The findings were published in a notice dated December 23, 2025, and are scheduled to appear in the Federal Register on December 29.
Wednesday 24 December 2025
Moore Threads challenges Nvidia as S5000 targets Hopper-class LLM training
Just 15 days after listing, China-based AI chip maker Moore Threads moved quickly to signal confidence. At a new-generation chip launch, founder and CEO James Zhang said companies training large language models on Nvidia's Hopper GPUs could achieve better results by switching to Moore Threads' S5000 platform.
Wednesday 24 December 2025
PQC security chips likely to adopt plug-in deployment for data protection
As cybercriminals gain access to increasingly more computing power capable of breaking existing encryption algorithms in seconds, the standard for cybersecurity has shifted. It is no longer measured by how long it can hold but by ensuring attackers gain absolutely nothing. Post-quantum cryptography (PQC) security chips will therefore adopt a scorched-earth policy to guarantee that critical data cannot be accessed.
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.