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Tuesday 30 December 2025
TSMC hits its 2nm milestone on schedule as China flexes military muscle
TSMC today announced that its highly anticipated 2nm (N2) technology began volume production in the fourth quarter of 2025, meeting its roadmap targets precisely on schedule
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Tuesday 30 December 2025
Chinese GPU provider Lisuan Technology begins shipping self-developed 7G100 GPU
Chinese GPU developer Lisuan Technology has started shipping its 7G100 GPU, marking a significant step toward commercialization. Reported by Jiemian News, the GPU uses TSMC's 6nm process and is designed for applications such as gaming, smart cockpits, and digital twins
Tuesday 30 December 2025
China's Univista rides domestic EDA surge to push for IPO
Univista Industrial Software Group filed for initial public offering guidance on December 26, seeking capital to support the development of domestic semiconductor design tools in China. The Shanghai-based company submitted its filing to the Shanghai Securities Regulatory Bureau with Guotai Haitong Securities serving as the sponsor, according to a report by Sina Finance
Tuesday 30 December 2025
Top tech topics in 2025 (1): a year of strategic realignment for global semiconductors
As 2025 draws to a close, the global semiconductor industry has undergone a fundamental transformation marked by heightened geopolitical tensions, supply chain restructuring, and an unprecedented surge in AI-driven demand. What distinguishes this year from previous cycles is the shift from aspirational roadmaps to hard-edged execution, where manufacturers must deliver not just technological advancement but reliable, scalable production under increasingly complex constraints
Tuesday 30 December 2025
South Korea charts road to 0.2nm chips by 2040
The global semiconductor industry is poised to enter the "angstrom era" by 2040 as circuit dimensions shrink to one-tenth of current levels, according to a long-term technology roadmap from the Korean Institute of Semiconductor Engineers. The report suggests that transistor dimensions will push far beyond today's nm scale, forcing fundamental shifts in chip design as traditional scaling reaches its physical limits
Tuesday 30 December 2025
Commentary: Why China chose multi-accelerator strategy in AI chip development
Facing US restrictions on high-end computing products, China is restructuring its AI chip industry by advancing GPU, TPU, and NPU technologies simultaneously. Domestic firms struggle to match Nvidia's software ecosystem but seek breakthroughs with TPUs for efficiency and NPUs for edge applications
Tuesday 30 December 2025
SMIC acquires remaining stake in wafer unit for US$5.8 billion
Semiconductor Manufacturing International Corp. (SMIC), China's largest contract chipmaker, said on Monday it will take full control of its SMNC wafer manufacturing unit in a transaction valued at approximately US$5.8 billion
Tuesday 30 December 2025
China to lower 2026 import tariff to boost tech and green economy
China's Ministry of Finance and the Customs Tariff Commission released a 2026 tariff adjustment plan set to take effect on January 1, 2026. The plan revises import provisional tariffs and adjusts tariff classifications. It also continues the application of agreement and preferential rates, covering a total of 8,972 tariff items
Tuesday 30 December 2025
H200 exports to China point to controlled easing in US semiconductor policy
Nvidia has reportedly informed its Chinese customers of its intention to deliver H200 AI chips by mid-February 2026, with shipments targeting 5,000 to 10,000 modules. This volume corresponds to approximately 40,000 to 80,000 H200 chips, signaling a significant step in Nvidia's efforts to supply China without disrupting its global distribution, Reuters reported
Tuesday 30 December 2025
China enforces strict AI controls by tightening grip on training data
China is building tightly controlled AI systems using censored training data, political tests, and content tracking mechanisms, as part of its designation of AI as a key technology for its economy and national defense
Tuesday 30 December 2025
Ola Electric expands deliveries of 4680 Bharat Cell-powered S1 Pro+ scooters
Ola Electric Mobility said it has begun scaling up deliveries of its S1 Pro+ electric scooter powered by the 4680 Bharat Cell across several southern Indian states, according to a press release filed with stock exchanges on December 28, 2025
Monday 29 December 2025
Move over, Malaysia? India's emerging OSAT sector claims price parity in legacy packaging
India's first wave of OSAT facilities is moving from capacity announcements to competitive positioning, with some domestic players now benchmarking themselves against established backend hubs rather than solely against local peers
Monday 29 December 2025
South Korea expected to reclaim no. 2 in global chip equipment spending by 2026

South Korea is on track to significantly increase semiconductor equipment investment in 2026 as rising demand for high-bandwidth memory (HBM) and advanced DRAM drives a new wave of capacity expansion, positioning the country to overtake Taiwan and regain second place globally behind China

Monday 29 December 2025
8-inch foundry price rises take hold as BCD, HV nodes lead
The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players, have notified customers that 8-inch foundry prices are set to rise by around 5 to 10% starting in the first quarter of 2026, covering specialty processes such as BCD and high-voltage (HV) platforms
Monday 29 December 2025
South Korea's battery equipment industry wins major orders linked to India's expanding investments
South Korea's battery equipment industry has secured a series of large orders tied to India's rapidly expanding battery manufacturing investments, marking a long-awaited breakthrough after months of intense competition with Chinese suppliers, according to Ddaily, TheElect, and Nate
Monday 29 December 2025
Huawei launches global prize to break memory bottlenecks
As generative AI and large language models scale rapidly, the computing race is shifting toward a quieter but decisive battleground: how data is stored, accessed, and utilized. According to Sina and Securities Times, Huawei has launched a global call for solutions through the sixth OlympusMons Awards, which opened on December 26, 2025. With a total prize pool of CNY3 million (US$426,000), the program seeks innovations aimed at overcoming storage and memory bottlenecks in the AI era