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Wednesday 31 December 2025
YMTC pushes for equipment localization despite elusive profitability
As China's leading 3D NAND maker, Yangtze Memory Technologies (YMTC) has recently been regarded as the most aggressive company in promoting the adoption of domestic equipment. Its Phase III fab is even striving to build a purely all-domestic-equipment wafer production line
Wednesday 31 December 2025
The chip industry in 2025: Boom, rivalry, and a fragile new order
In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges. Rising competition in AI chips threatens a market bubble. Meanwhile, China accelerates its push for self-reliance as US export restrictions tighten. The DIGITIMES news team highlights the year's defining trends
Wednesday 31 December 2025
ByteDance balances Nvidia, Huawei chips in China's localization squeeze

ByteDance is planning to procure a mix of Nvidia H200 accelerators and Huawei Technologies Ascend chips to meet its growing artificial intelligence needs while adhering to China's push for localized hardware. The move underscores the challenge facing Chinese technology companies that must preserve high-performance training capacity while signaling compliance with domestic industrial policy

Wednesday 31 December 2025
Samsung faces scrutiny over Taiwan probe, denies memory market ties
Samsung Electronics has expanded an internal investigation into alleged employee misconduct at its Taiwan subsidiary, a move the company characterizes as an isolated matter despite its timing amid a global tightening of memory chip supplies. The probe, which stems from a routine internal audit, focuses on suspected kickbacks involving a limited number of staff and predates the current first quarter of the 2025 fiscal year, according to reporting from DIGITIMES and industry sources in South Korea
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
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
Huawei chair outlines resilience under years of sanctions
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
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
US reportedly eases chip tool curbs for Samsung, SK Hynix China plants

The US has reportedly adjusted export control procedures for Samsung Electronics and SK Hynix operations in China, easing near term operational risks at their semiconductor plants by replacing case-by-case equipment approvals with an annual authorization process, according to industry sources cited by South Korean media

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
Analysis: Why TSMC's Kumamoto plant is unlikely to reach 2nm before 2028
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
Tuesday 30 December 2025
China's TPU upstarts take aim at US AI chip dominance
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
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