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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...
Monday 22 December 2025
King Yuan Electronics ramps up expansion in Singapore amid AI chip testing surge
King Yuan Electronics (KYEC) is accelerating its expansion efforts in Taiwan and Singapore to address rising demand for AI chip testing services. The Taiwanese testing and assembly...
Monday 22 December 2025
Weekly news roundup: Intel's TSMC talent grab draws scrutiny, Samsung foundry lands Intel order, Moore's Law talent gap looms
These are the most-read DIGITIMES Asia stories in the week of December 15 to December 21, 2025.
Sunday 21 December 2025
Biren targets Hong Kong's first GPU listing after US$890M losses

Shanghai-based Biren Technology has cleared its Hong Kong listing hearing, positioning itself as Hong Kong's first listed domestic GPU...

Wednesday 17 December 2025
China's AI chip war: Domestic GPUs challenge Nvidia H200 dominance

Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and...

Wednesday 17 December 2025
AMD CEO visits Lenovo Beijing HQ amid China AI chip focus
AMD chairman and CEO Lisa Su visited Lenovo's global headquarters in Beijing on December 16, 2025, marking a key stop during her recent trip to China. Accompanied by several Lenovo...
Wednesday 17 December 2025
Commentary: Intel's SambaNova move signals AI chip consolidation era
Intel is reportedly seeking to acquire SambaNova, a prominent AI inference chip specialist. The deal has a high probability of closing, primarily due to a significant governance alignment:...
Tuesday 16 December 2025
Baidu's Kunlunxin spinoff mirrors Google's TPU playbook
Baidu confirmed on December 7, 2025, that it is evaluating the spin-off and listing of its AI chip unit, Kunlunxin. This announcement came just one day before the US permitted H200...
Tuesday 16 December 2025
SenseTime's Seko 2.0 ties AI video breakthrough to Cambricon chips, signaling China's multimodal push

SenseTime has released Seko 2.0, which it describes as the industry's first multi-episode video generation agent, marking a step beyond...

Tuesday 16 December 2025
South Korea lures global chip capital at COMEUP 2025 as Middle East investors step in

South Korea is emerging as a focal point for global semiconductor investment as domestic AI chip startups attract growing interest from...

Monday 15 December 2025
Nvidia reportedly considers expanding H200 AI chip production amid potential surge in Chinese demand
Following the Trump administration's recent easing of export restrictions on Nvidia's H200 artificial intelligence (AI) chips to China, several Chinese technology firms, such as Alibaba...
Friday 12 December 2025
TSMC pauses work on second Kumamoto wafer fab amid potential shift to AI chip production
TSMC, through its Japanese subsidiary Japan Advanced Semiconductor Manufacturing (JASM), has halted construction on its second wafer fabrication facility in Kikuyo Town, Kumamoto...
Friday 12 December 2025
CPO tech and Taiwan player deployment

Introduction

Friday 12 December 2025
Broadcom forecasts surging AI chip demand after record fourth quarter results
Broadcom reported record revenue in the fourth quarter of fiscal year 2025, driven by soaring AI semiconductor demand, and issued an upbeat outlook for the first quarter of fiscal...
Friday 12 December 2025
Broadcom confirms fifth ASIC customer as custom AI chip business doubles
Broadcom is rapidly scaling its custom AI chip business, with CEO Hock Tan detailing a US$73 billion AI backlog, major new ASIC customers, and multi-billion-dollar XPU orders. The...