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Monday 29 December 2025
Zhonghao Xinying targets 2026 launch for 2nd-gen TPU as AI inference takes the lead
As global AI compute demand pivots from large-scale model training toward application deployment, Zhonghao Xinying (Hangzhou) Technology founder and CEO Yang Gongyifan said in an interview with Chinastarmarket.cn that the company's second-generation self-developed chip has entered testing and is slated for market launch in 2026
Monday 29 December 2025
Nvidia-Groq deal rattles South Korean chip startups
Nvidia has accelerated its expansion into artificial intelligence inference by signing a non-exclusive licensing agreement with startup Groq. The deal gives Nvidia access to specialized chip technology while recruiting several key engineers. It signals a strategic pivot by the world's leading chipmaker toward real-time AI model processing
Monday 29 December 2025
Rohm partners with Nvidia to expand power semiconductor opportunities
According to Nikkei, although electric vehicle (EV) demand has been below expectations, weighing heavily on Rohm Semiconductor's SiC power semiconductor equipment investments, the company has decided to expand applications into the AI server sector. Rohm's annual revenue from server-related fields is only around JPY10 billion (approx. US$64 million), but it has already started supplying new products in collaboration with Nvidia
Monday 29 December 2025
Weekly news roundup: AMD lands Alibaba chip deal as US probes Nvidia buyers, ASML keeps lithography lead
These are the most-read DIGITIMES Asia stories in the week of December 22 to December 29, 2025
Monday 29 December 2025
Guoxin Micro and CATL form joint venture to spin off automotive chip business
Chinaese semiconductor supplier Guoxin Micro has moved to spin off its automotive controller chip business into a new company. It has brought in a CATL subsidiary as a strategic shareholder in a step aimed at strengthening funding capacity and positioning for rising demand from electric and intelligent vehicles
Monday 29 December 2025
China moves to regulate human-like AI services, signaling tighter governance of emotional and social risks
China has released draft rules to regulate human-like artificial intelligence interaction services, marking a significant step toward governing AI companions, virtual personas, and emotionally responsive systems as authorities seek to balance innovation with social stability and user protection
Monday 29 December 2025
China launches national venture capital guidance fund to bolster early-stage tech investment
China has formally launched its National Venture Capital Guidance Fund, a move that signals a major policy push to reshape the country's early-stage investment landscape and strengthen long-term support for strategic technologies amid slowing private capital activity
Monday 29 December 2025
South Korea's PNT secures first China copper foil order, expands into battery materials
South Korean PNT has secured its first mass-production order for battery copper foil in China, marking a strategic expansion beyond its core battery equipment business into materials and strengthening its foothold in the Chinese market
Sunday 28 December 2025
The global space industry's most consequential moves of 2025
The global aerospace and satellite industry did not experience a single, earthshaking breakthrough in 2025. Instead, it advanced through a series of consequential developments—subtle in isolation, but collectively transformative. The year marked steady progress across multiple fronts. The race in low-Earth-orbit (LEO) communications intensified. Space militarization accelerated. Early experiments in orbital computing emerged. Together, these shifts pushed the industry toward a more crowded, contested, and commercially driven space economy
Sunday 28 December 2025
South Korea's AI chips struggle beyond cost advantage
South Korea's drive to build a domestic artificial intelligence semiconductor industry is hitting a key constraint. Despite gains in power efficiency and pricing, industry executives say the lack of large-scale validation environments is slowing commercial adoption and limiting the ability of local chips to compete beyond pilot deployments
Saturday 27 December 2025
Commercial space race stumbles: South Korea and China face launch setbacks
The global space industry is accelerating toward commercialization. But recent developments in South Korea and China underscore how difficult—and uneven—that transition remains. In separate incidents late last year, South Korea's startup Innospace failed to place its launch vehicle into orbit. Meanwhile, China's new Long March 12A rocket fell short of recovering its first-stage booster on its maiden flight
Saturday 27 December 2025
Research insight: China's carmakers narrow the refueling gap and push autonomous driving forward
After attending the 2025 Guangzhou Auto Show, DIGITIMES analyzed the latest strategies unveiled by leading automakers and suppliers in two pivotal areas: energy replenishment technologies and advanced intelligent driving. The conclusion was hard to miss. Chinese carmakers have accumulated deep technical capabilities in both domains and are moving steadily toward a long-held ambition: making electric vehicles refuel as quickly as gasoline cars, while bringing high-level autonomous driving into everyday use
Friday 26 December 2025
Japan quadruples chip and physical AI spending, deepens state backing for Rapidus
Japan is preparing a major expansion of state support for advanced semiconductors and artificial intelligence, with the Ministry of Economy, Trade and Industry (METI) set to nearly quadruple related funding from fiscal year 2026, starting in April 2026
Friday 26 December 2025
Huawei details Ascend AI chip roadmap built around in-house HBM, massive clusters
Huawei is clarifying how it intends to compete in global AI computing despite being cut off from leading-edge foundries and US-origin GPUs. Instead of chasing rivals on single-chip performance, the company is leaning into scale, systems engineering, and vertical integration—a strategy it is now preparing to test outside China, beginning with South Korea
Friday 26 December 2025
SMEE wins China lithography order, yet ASML still controls advanced-node tools
A disclosure on China's government procurement platform shows that Shanghai Micro Electronics Equipment (SMEE) has won a contract to supply a step-and-scan lithography system valued at CNY109 million (US$15.5 million). The buyer, identified only by a coded designation under China's Ministry of Science and Technology, has reignited industry scrutiny of Beijing's push to localize semiconductor manufacturing equipment