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Wednesday 24 December 2025
US sets June 2027 deadline for China chip tariff spike
The Office of the US Trade Representative (USTR) has concluded a year-long Section 301 investigation into China's acts, policies, and practices related to its semiconductor industry, determining that they are actionable under US trade law. The findings were published in a notice dated December 23, 2025, and are scheduled to appear in the Federal Register on December 29
Wednesday 24 December 2025
Samsung's 'Wide Fold' sets up a 4:3 foldable showdown with Apple in 2026
Samsung Electronics is preparing to escalate the foldable smartphone race. Industry sources say the company plans to launch a new foldable handset, internally dubbed "Wide Fold," in autumn 2026, positioning it directly against Apple's long-anticipated foldable iPhone. If timelines hold, the two products will debut within the same launch window, setting up a rare head-to-head between the world's two largest smartphone vendors
Wednesday 24 December 2025
Moore Threads challenges Nvidia as S5000 targets Hopper-class LLM training
Just 15 days after listing, China-based AI chip maker Moore Threads moved quickly to signal confidence. At a new-generation chip launch, founder and CEO James Zhang said companies training large language models on Nvidia's Hopper GPUs could achieve better results by switching to Moore Threads' S5000 platform
Wednesday 24 December 2025
CHIPX eyes Malaysia for 8-inch GaN-on-SiC wafer fab

Dublin-based semiconductor startup CHIPX plans to build an 8-inch gallium nitride on silicon carbide wafer fabrication plant in Malaysia to meet rising demand from artificial intelligence (AI) data centers and high-voltage power electronics, CEO and founder Chinmoy Baruah told DIGITIMES Asia. The project aims to establish a front-end manufacturing presence in Southeast Asia, with the company expecting to reach key milestones beginning in January 2026

Tuesday 23 December 2025
Korean startups spotlight next-gen digital content technologies in global push backed by government
Backed by South Korea's Ministry of Science and ICT (MSIT) and the National IT Industry Promotion Agency (NIPA), a new cohort of Korean startups are accelerating their push into global markets, highlighting how "digital content" now extends far beyond traditional games and films into generative AI, extended reality (XR), human-machine interface (HMI), digital healthcare, and educational technology
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
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