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

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

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

Huawei rotating chairwoman Sabrina Meng delivered the company's 2026 New Year speech on December 30, 2025, highlighting Huawei's resilient business strategy despite enduring years of geopolitical challenges and US sanctions. The address served both as an annual corporate review and a subtle response to ongoing external pressures

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

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

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

TSMC is navigating a complex landscape of export controls and domestic competition as speculation grows around its second Kumamoto factory. The key question: will the Japanese facility produce advanced 2nm chips to fuel the nation's artificial intelligence ambitions

Amid ongoing US export restrictions, Chinese company Zhonghao Xinying plans to launch its second-generation self-developed Tensor Processing Unit (TPU) chip in 2026. Industry observers predict multiple new Chinese TPU firms will emerge over the next five to 10 years, driven by growing demand for AI inference computing

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

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

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

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

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