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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
Taiwan automation specialist boosts Malaysia production to serve regional markets
Taiwan's major automation equipment controller maker Syntec Technology has begun construction of its second-phase factory in Malaysia, representing a strategic investment of over NT$600 million (approx. US$19 million). The new facility aims to serve as the firm's key overseas manufacturing and operation hub, supporting markets including India, Turkey, ASEAN, and the US
Tuesday 23 December 2025
US probes top Southeast Asian Nvidia buyer over chip smuggling

US authorities are investigating Singapore-based cloud provider Megaspeed International Pte. amid concerns that Nvidia chips could have been diverted to China, as a senior Republican lawmaker presses the Commerce Department to tighten enforcement of US export controls

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
South Korea launches dual K-NPU, GPU strategy in AI top three bid
The South Korean government will pursue a dual-track strategy to become one of the world's top three AI powers, advancing both upgrades to domestically produced neural processing units (NPU) and support for advanced graphics processing units (GPU), while also accelerating the development of 6G networks
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
Rohm, Tata Electronics form partnership to manufacture power semiconductors in India
Rohm and Tata Electronics said they have entered into a strategic partnership to establish semiconductor manufacturing operations in India, targeting both domestic and overseas markets, as the two companies seek to expand their presence amid growing efforts to localize chip supply chains
Tuesday 23 December 2025
Foxconn brings China factory city playbook to India with massive iPhone expansion
Taiwan's Hon Hai Precision Industry Co, better known as Foxconn, is rapidly expanding its manufacturing footprint in India, hiring tens of thousands of workers at a new iPhone plant near Bengaluru and laying the groundwork for what sources familiar with the project describe as a factory-city model similar to those it previously built in China, according to the Economic Times
Tuesday 23 December 2025
Chinese chip resistor makers cut production to address oversupply; Taiwan firms remain cautious
Chinese chip resistor manufacturers have cut production by 10-60% amid oversupply, but major firms haven't, limiting recovery. Taiwanese firms expect improvements by late 2026
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
Wingtech-Nexperia talks continue as chair warns dispute threatens global chip supply
Talks between China's Wingtech Technology and its Dutch subsidiary Nexperia are ongoing as the companies seek to resolve a governance dispute that has disrupted semiconductor supplies, with Wingtech's chair warning that prolonged uncertainty could further damage global supply chains
Tuesday 23 December 2025
India and New Zealand conclude free trade agreement negotiations
India and New Zealand said they have concluded negotiations on a comprehensive free trade agreement (FTA), marking one of India's fastest trade deals with a developed economy since talks were launched in March 2025, according to a statement issued by India's Ministry of Commerce
Tuesday 23 December 2025
Korean chip industry faces mounting pressure from escalating power prices
Electricity costs for South Korea's domestic semiconductor manufacturing industry have reportedly surged, raising concerns over mounting cost pressures on chipmakers. Over the past four years, electricity consumption has risen by only about 9%, yet total electricity bills have more than doubled