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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,...
Tuesday 23 December 2025
Exclusive: Why photons beat copper in AI factories—Celestial AI Co-founder on Marvell's acquisition
In a year when artificial intelligence spending has begun to resemble a national infrastructure program, Celestial AI has chosen to stop being a standalone startup. Preet Virk, the...
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
With memory price hikes diluting end-of-year smartphone demand, AMOLED panel prices also drop
Despite approaching the end of the year and the promotional peak season coming to an end, overall utilization rates in the smartphone panel market have remained relatively high. Additionally,...
Tuesday 23 December 2025
TI, ADI price hikes split Taiwan's analog IC designers
Texas Instruments (TI) and Analog Devices (ADI) are reportedly preparing selective price increases across product lines in early 2026, citing rising semiconductor supply chain costs...
Tuesday 23 December 2025
Aspeed opens Kaohsiung R&D center to boost chip development efforts
Aspeed Technology, a global leader in remote server management chips, officially launched its Kaohsiung research and development (R&D) center on December 22. Located at the Pier...
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...
Tuesday 23 December 2025
Wingtech-Nexperia talks continue as chair warns dispute threatens global chip supply
Talks between China's Wingtech Technology and its Dutch subsidiary Nexperia are ongoing as the companies seek to resolve a governance dispute that has disrupted semiconductor supplies,...
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...
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,...
Tuesday 23 December 2025
TRI's 2025 operations hit record highs, with advanced packaging opportunities to further drive growth
Optical and electrical inspection equipment supplier Test Research Inc. (TRI) held an online investor conference on December 16, 2025, stating that, benefiting from continued strong...