CONNECT WITH US
NEWS TAGGED CHIPS + COMPONENTS
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...
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...

Wednesday 24 December 2025
ENE Technology warns DDR shortage may hit revenue, eyes drones for growth
ENE Technology said persistent shortages of DDR memory could weigh on revenue over the next two quarters, as tight supplies of DRAM and storage chips continue to pressure notebook...
Wednesday 24 December 2025
PQC security chips likely to adopt plug-in deployment for data protection
As cybercriminals gain access to increasingly more computing power capable of breaking existing encryption algorithms in seconds, the standard for cybersecurity has shifted. It is...
Wednesday 24 December 2025
Quantum reshapes cybersecurity as AI and industrial sectors deploy PQC
Traditional encryption systems are facing challenges as AI and quantum computing advance. In early 2025, international financial institutions and automotive supply chains began adopting...
Tuesday 23 December 2025
Silicon Optronics eyes BSI and low-power products in face of memory supply concerns
Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply...
Tuesday 23 December 2025
Samsung reportedly secures over 60% of iPhone 17 DRAM supply, extends lead to iPhone 18
Samsung Electronics has reportedly become the largest supplier of mobile DRAM for Apple's iPhone 17, a trend expected to continue with the upcoming iPhone 18. Industry analysts attribute...
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...
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,...

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...

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...

Tuesday 23 December 2025
Weltrend expects USB PD market share to remain strong as heat-management ICs grow
At a recent investor briefing, Weltrend Semiconductor discussed its two major business pillars: USB Power Delivery (USB PD) chips and fan driver ICs for heat management. While USB...
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...
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...
Tuesday 23 December 2025
Rohm, Tata Electronics form partnership to manufacture power semiconductors in India
Rohm and Tata Electronics said they have entered into a strategic partnership to establish semiconductor manufacturing operations in India, targeting both domestic and overseas markets,...