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Wednesday 17 December 2025
Nvidia H200 volatility disrupts China's SOE compute strategy
China's AI computing sector is facing acute short-term planning turmoil, spurred by the potential re-entry of Nvidia's H200 GPU. This market volatility directly impacts numerous state-owned...
Wednesday 17 December 2025
Viking raises thin-film inductor prices by 10-40% in 1Q26 amid surge in metal cost and network demand
Viking Tech, a leading automotive-grade thin-film resistor manufacturer, announced it will increase prices for its thin-film inductors by 10% to 40% starting in the first quarter of...
Wednesday 17 December 2025
Topco partners with Taiwan academia to advance semiconductor materials R&D
In a strategic move to bolster Taiwan's semiconductor talent pipeline and advanced research capabilities, Topco Scientific Co. (TSC) announced on December 16, 2025, a deep industry-academia...
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:...
Wednesday 17 December 2025
Taiwan's WIN Semiconductors bets on optical and microwave tech for the space age
The rapid push by companies such as SpaceX and Amazon to develop space-based AI data centers is creating new applications for optical communications, a technology long viewed as central...
Wednesday 17 December 2025
Tokyo Ohka ramps up South Korea investment for advanced chip materials

Tokyo Ohka Kogyo plans to accelerate investment in South Korea and expand production of materials critical to generative AI semiconductors,...

Tuesday 16 December 2025
'Father of Immersion Lithography' warns: Intel's TSMC talent grab invites process tech scrutiny
Intel's recruitment of Wei-jen Lo, formerly TSMC's Senior Vice President of Strategy Development, signals an aggressive push by the US IDM to regain process leadership. However, industry...
Tuesday 16 December 2025
China taps MetaX GPUs to advance brain-inspired AI beyond big models
For decades, artificial intelligence (AI) has pursued scale: more parameters, more data, more GPUs. That approach delivered rapid breakthroughs but also revealed hard limits in power...
Tuesday 16 December 2025
Intel deepens policy alignment with executive reshuffle following US government investment
Intel has announced several key executive appointments, including Robin Colwell, former deputy director of the US National Economic Council under US President Donald Trump, as senior...
Tuesday 16 December 2025
Dolphin Semiconductor shifts toward platform-led, mixed-signal IP in HCLTech collaboration
French semiconductor IP vendor Dolphin Semiconductor said its collaboration with HCLTech reflects growing demand for pre-optimized, platform-based system-on-chip development, as energy...
Tuesday 16 December 2025
CMI outlines stable orders and expansion plans amid rising costs and capacity challenges
Flexible printed circuit (FPC) manufacturer Complex Micro Interconnection (CMI) reported stable order intake across industrial, commercial, consumer, and automotive sectors during...
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
Samsung Chairman Lee Jae-yong meets with Lisa Su and Elon Musk to discuss potential collaboration
Samsung Electronics Chairman Lee Jae-yong has returned to South Korea after a week-long business trip to the US. Lee reportedly met with Tesla CEO Elon Musk in Austin, Texas, with...
Tuesday 16 December 2025
Samsung nears deal to supply over 30% of Nvidia's HBM4 memory in 2026
Samsung Electronics is close to finalizing negotiations with Nvidia to supply more than 30% of its sixth-generation high-bandwidth memory (HBM4) for 2026, aiming to regain market share...
Tuesday 16 December 2025
Samsung steadies 12-Layer HBM3E, eyes larger Google TPU orders
Samsung Electronics has reportedly stabilized the performance of its 12-layer high-bandwidth memory, a development that could allow the company to expand shipments to Google's artificial...