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Wednesday 24 December 2025
PC giants rush to lock in memory supply as prices surge toward a new supercycle
As the global memory market enters its sharpest price upswing in nearly five years, one top-tier PC maker has moved quickly to lock in supply, dispatching senior executives to negotiate...
Wednesday 24 December 2025
HTC eyes China launch for Vive Eagle AI glasses in January 2026
Following the launch of its first AI glasses, Vive Eagle, HTC has continued to expand its sales channel footprint. Beyond its official rollout in Hong Kong, the company has increased...
Wednesday 24 December 2025
China marks milestone in autonomous driving with first three L3 highway plates
Beijing authorities have officially issued the city's first license plates for Level 3 (L3) autonomous vehicles, marking the first such approvals in China for highway-capable self-driving...
Wednesday 24 December 2025
TSMC Nanjing in no danger of operation disruption, says branch head
As US-China technology controls continue to shape the global semiconductor supply chain, the operation of TSMC in China remains under close scrutiny from the market.
Wednesday 24 December 2025
China's battery and energy storage firms lead, fueled by AI-driven power demand surge
The rapidly increasing electricity demand from global artificial intelligence (AI) data centers is placing significant pressure on power grids worldwide. Chinese battery, energy storage,...
Wednesday 24 December 2025
SMIC signals mature-node price turnaround with reported 10% hike
China's leading foundry, SMIC, is reported to have issued price increase notices to selected customers, marking the start of a pricing adjustment. The company has yet to formally...
Wednesday 24 December 2025
Apple assembler in China reportedly targeted by hackers, prompting supply chain concerns
In mid-December 2025, a China-based assembler for Apple was reportedly targeted in a cyberattack, potentially compromising production-line information linked to the tech giant's operations...
Wednesday 24 December 2025
US sets June 2027 deadline for China chip tariff spike
The Office of the US Trade Representative (USTR) has concluded a year-long Section 301 investigation into China's acts, policies, and practices related to its semiconductor industry,...
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...
Tuesday 23 December 2025
Apple suppliers Lens, Lingyi iTech move into AI server hardware

As demand for AI computing power continues to surge, traditional Apple supply-chain manufacturing heavyweights are accelerating their transformation,...

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
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
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
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.