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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 to regain full control of Nexperia but also to pursue as much as US$8 billion in international arbitration claims.

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 technology deals, equity stakes, and strategic partnerships. The objective is straightforward: convert AI-driven cash inflows into a durable, structural influence across the AI ecosystem.

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 interview with Chinastarmarket.cn that the company's second-generation self-developed chip has entered testing and is slated for market launch in 2026.

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 chip technology while recruiting several key engineers. It signals a strategic pivot by the world's leading chipmaker toward real-time AI model processing.

Monday 29 December 2025

Drone boom lifts Taiwan's communication and chip suppliers

The global unmanned vehicle market is booming with explosive growth. This surge has revitalized existing sectors while boosting related supply chains that are now targeting a second growth curve. Key component suppliers, such as those from the communication technology and IC design sector,s are seizing new business opportunities.

Monday 29 December 2025

AI supercycle and replacement demand support Foxconn's growth in 2026

Foxconn's operating structure is clearly shifting. Previously driven mainly by consumer electronics cycles, it is now gradually tilting toward AI servers, cloud, AI infrastructure, and high-performance computing (HPC). With continued investment and deployment in emerging businesses such as electric vehicles (EVs), results are expected to surface in 2026.

Monday 29 December 2025

Weekly roundup: AMD lands Alibaba chip deal as US probes Nvidia buyers, ASML keeps lithography lead

These are the most-read DIGITIMES Asia stories in the week of December 22 to December 29, 2025.

Monday 29 December 2025

Silicon photonics set to make commercial breakthrough in 2026

Data centers are entering a new phase of infrastructure upgrades in 2026, feeding off generative AI under Nvidia's leadership. While silicon photonics (SiPh) and co-packaged optics (CPO) technologies are still in the deployment stage, the optical communications industry is expected to move into commercialization by 2026.

Monday 29 December 2025

Guoxin Micro and CATL form joint venture to spin off automotive chip business

Chinaese semiconductor supplier Guoxin Micro has moved to spin off its automotive controller chip business into a new company. It has brought in a CATL subsidiary as a strategic shareholder in a step aimed at strengthening funding capacity and positioning for rising demand from electric and intelligent vehicles.

Sunday 28 December 2025

South Korea's AI chips struggle beyond cost advantage

South Korea's drive to build a domestic artificial intelligence semiconductor industry is hitting a key constraint. Despite gains in power efficiency and pricing, industry executives say the lack of large-scale validation environments is slowing commercial adoption and limiting the ability of local chips to compete beyond pilot deployments.

Sunday 28 December 2025

TorchTPU collaboration makes software compatibility the new AI hardware battleground

Google is advancing its TorchTPU initiative to optimize PyTorch performance on its proprietary TPU chips, as reported by Reuters. This effort, undertaken in collaboration with Meta Platforms Inc., aims to reduce developers' switching costs and disrupt Nvidia Corporation's leading position in AI infrastructure.

Friday 26 December 2025

AMD wins major Alibaba MI308 chip order to challenge Nvidia H200

Nvidia CEO Jensen Huang recently received US President Donald Trump's approval for the H200 to return to the China market. Shipments to Chinese customers were reportedly fast-tracked for around February 2026.

Friday 26 December 2025

MediaTek and DENSO team up to develop custom automotive SoC for advanced driver-assistance systems

MediaTek and DENSO said they have entered into a joint development effort to create a custom automotive system-on-chip (SoC) for advanced driver-assistance systems (ADAS) and in-vehicle cockpit applications, reflecting growing demand for higher-performance and safety-compliant computing platforms in next-generation vehicles.

Friday 26 December 2025

Egis Technology Group outlines dual cloud and edge AI strategy targeting 2026 results

Egis Technology Group recently held an investor briefing to present its operational outlook for 2026, focusing on a dual approach to cloud AI and edge AI development. The group aims to deliver tangible outcomes by 2026 and 2027 through leveraging the strengths of its subsidiaries in various AI-related technologies.

Friday 26 December 2025

Nvidia reportedly tests Intel 18A process but does not move forward

Intel's 18A process node has reportedly drawn interest from Nvidia, though the chipmaker has yet to commit to using the technology, according to Reuters, citing sources familiar with the matter. The potential collaboration has not progressed, leaving the future of Intel's 18A node in question.

Friday 26 December 2025

US and China escalate semiconductor state capitalism amid global supply chain shifts

The semiconductor industry is increasingly central to national strategies as the US and China intensify state-led investments amid growing tech geopolitical tensions. The US CHIPS and Science Act and China's multibillion-yuan semiconductor funding illustrate a resurgence of state capitalism in high-tech sectors, reshaping global supply chains and industrial competition.

Friday 26 December 2025

Samsung to launch self-developed GPU by 2027, breaking from AMD architecture

Samsung reportedly plans to launch an in-house GPU by 2027, marking a potential shift from reliance on external suppliers. The new GPU will be integrated into the Exynos 2800 mobile application processor, according to South Korean media outlets Yonhap News Agency and Hangyung.

Friday 26 December 2025

Nvidia Groq partnership signals shift toward specialized inference chips as AI workloads scale

Nvidia is set to include innovations from Groq, an AI inference chip startup, into its product ecosystem by the end of 2025, responding to an expected surge in AI inference demand. CEO Jensen Huang estimated in early 2025 that AI inference workload could grow by up to one billion times in the coming years, driving the company's strategic pivot.

Friday 26 December 2025

US drone ban opens door for Taiwan's non-China chip designers

Taiwan's integrated circuit design houses are accelerating shipments to the global drone market as US trade restrictions on Chinese manufacturers reshape international supply chains. The policy shift is forcing a realignment toward non-Chinese sourcing, enabling Taiwanese chipmakers to transition from low-volume defense contracts to large-scale commercial and consumer drone production.

Friday 26 December 2025

Hygon outlines dual-chip roadmap for system-level AI computing

At the Hygon-initiated HAIC 2025 Artificial Intelligence Innovation Conference in Kunshan from December 17 to 19, Hygon Information Technology unveiled a "dual-chip strategy," positioning its DCU accelerator and CPU as a tightly integrated foundation for China's next phase of AI infrastructure.

Thursday 25 December 2025

Nvidia's Groq deal signals a strategic push to defend its AI inference turf

Nvidia has agreed to buy key assets from AI accelerator startup Groq in the company's largest acquisition to date, a move that underscores how the battle in artificial intelligence is increasingly shifting from training dominance toward inference efficiency and cost control.

Wednesday 24 December 2025

Japanese startup pushes diamond semiconductors toward commercialization in EVs and satellites

A Japanese startup originating from Waseda University, Power Diamond Systems (PDS), showcased its diamond-based semiconductors at SEMICON Japan 2025, presenting for the first time an evaluation system that confirmed the devices' operation after packaging.

Wednesday 24 December 2025

Unimicron leases Dajia plant to Uniflex, spins off flexible PCB business

Taiwan-based IC substrate maker Unimicron recently announced that it will sublease part of its Taichung Dajia land and factory to its flexible PCB (FPCB) subsidiary Uniflex Technology. The move addresses overseas customers' non-China production requirements.

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, determining that they are actionable under US trade law. The findings were published in a notice dated December 23, 2025, and are scheduled to appear in the Federal Register on December 29.

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 training large language models on Nvidia's Hopper GPUs could achieve better results by switching to Moore Threads' S5000 platform.

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