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Tuesday 23 December 2025
Japan's H3 rocket launch fails, delaying GPS independence

Japan's flagship heavy-lift rocket, the H3, suffered another setback on Sunday after its eighth flight failed, dealing a blow to the country's ambitions to strengthen its independent space capabilities

Tuesday 23 December 2025
Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation, extending into higher-margin segments such as AI servers and advanced cooling

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
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
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
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
Tuesday 23 December 2025
Tencent recruits ex-OpenAI scientist to reboot its LLM strategy
China's AI race in 2025 has moved beyond brute-force model scaling. The contest now hinges on capital efficiency, infrastructure strength, and control of traffic gateways—a dynamic Wallstreetcn.com likens to a modern-day "Three Kingdoms" standoff
Tuesday 23 December 2025
Nexperia's China unit secures local wafer supply under governance dispute
The Chinese subsidiary of Nexperia, the Dutch semiconductor manufacturer, has moved to secure wafer capacity from domestic suppliers to support production of key products in 2026, according to documents reviewed by Reuters. The shift underscores a widening rupture between the China operation and its European parent, as disputes over corporate governance and control continue to reshape the company's global supply chain
Tuesday 23 December 2025
Open-source MiMo-V2-Flash underscores Xiaomi's push to avoid dependence on external AI platforms
Xiaomi unveils MiMo-V2-Flash open-source AI model, signaling strategic AI pus
Monday 22 December 2025
Samsung taps former AMD exec to reboot Exynos from Austin
Samsung has recruited semiconductor veteran John Rayfield, formerly a vice president at AMD, to bolster its Exynos GPU and system IP roadmap, signaling a renewed effort to regain competitiveness in mobile and AI-focused SoC design