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Wednesday 31 December 2025
Nvidia in 2025: 10 defining moments that shaped the AI giant
It is difficult to imagine any company exerting greater influence on the AI industry in 2025 than Nvidia. The market closely tracks CEO Jensen Huang's every move—whether he...
Wednesday 31 December 2025
YMTC pushes for equipment localization despite elusive profitability
As China's leading 3D NAND maker, Yangtze Memory Technologies (YMTC) has recently been regarded as the most aggressive company in promoting the adoption of domestic equipment. Its...
Wednesday 31 December 2025
Taiwanese network IC designs to benefit from rising telecom restocking in 2026
Market inventory destocking in the networking supply chain is nearing its end, with telecom operators significantly increasing restocking for network infrastructure since the second...
Wednesday 31 December 2025
The chip industry in 2025: Boom, rivalry, and a fragile new order
In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges...
Wednesday 31 December 2025
Analysis: America's new 'Manhattan Project' puts AI at the center of power

When the Manhattan Project mobilized the full weight of the American state in 1945 to unlock atomic energy, it revealed something humanity...

Wednesday 31 December 2025
ByteDance balances Nvidia, Huawei chips in China's localization squeeze

ByteDance is planning to procure a mix of Nvidia H200 accelerators and Huawei Technologies Ascend chips to meet its growing artificial...

Tuesday 30 December 2025
ARTERY Tech eyes drones, high-end MCUs before 2026 IPO

Taiwan-based microcontroller supplier ARTERY Technology is sharpening its focus on edge artificial intelligence and drone-related applications...

Tuesday 30 December 2025
Chinese GPU provider Lisuan Technology begins shipping self-developed 7G100 GPU
Chinese GPU developer Lisuan Technology has started shipping its 7G100 GPU, marking a significant step toward commercialization. Reported by Jiemian News, the GPU uses TSMC's...
Tuesday 30 December 2025
China's Univista rides domestic EDA surge to push for IPO
Univista Industrial Software Group filed for initial public offering guidance on December 26, seeking capital to support the development of domestic semiconductor design tools in...
Tuesday 30 December 2025
Samsung Electronics supplies Exynos Auto chip to BMW iX3, marking automotive semiconductor push
Samsung Electronics has begun supplying its advanced Exynos Auto V720 processor to BMW's iX3 electric vehicle, signaling the company's formal entry into the automotive semiconductor...
Tuesday 30 December 2025
H200 exports to China point to controlled easing in US semiconductor policy
Nvidia has reportedly informed its Chinese customers of its intention to deliver H200 AI chips by mid-February 2026, with shipments targeting 5,000 to 10,000 modules. This volume...
Monday 29 December 2025
Wingtech seeks full Nexperia control with US$8 billion arbitration threat
On the afternoon of December 26, 2025, Wingtech Technology convened its fifth extraordinary shareholders' meeting of 2025, sending a resolute signal: the company is prepared not only...
Monday 29 December 2025
Analysis: Nvidia builds capital moat to lock in CUDA era
After briefly approaching a US$5 trillion market capitalisation, Nvidia spent 2025 deploying capital at an unprecedented pace, backing Groq, OpenAI, Nokia, Synopsys, and Intel through...
Monday 29 December 2025
Zhonghao Xinying targets 2026 launch for 2nd-gen TPU as AI inference takes the lead
As global AI compute demand pivots from large-scale model training toward application deployment, Zhonghao Xinying (Hangzhou) Technology founder and CEO Yang Gongyifan said in an...
Monday 29 December 2025
Nvidia-Groq deal rattles South Korean chip startups
Nvidia has accelerated its expansion into artificial intelligence inference by signing a non-exclusive licensing agreement with startup Groq. The deal gives Nvidia access to specialized...