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Sunday 11 January 2026

India advances local chip design ecosystem under incentive scheme, early outputs emerge

India has made measurable progress in nurturing a domestic semiconductor chip design ecosystem, with early outcomes emerging from government-backed programmes aimed at reducing dependence on imported intellectual property and strengthening participation in higher-value segments of the global chip industry.

Saturday 10 January 2026

China semiconductor leaders urge caution on Nvidia H200 deals

Following the US government's decision to ease restrictions on Nvidia H200 chip exports to China, Wei Shaojun, vice chairman of the China Semiconductor Industry Association (CSIA), warned domestic firms to exercise caution when placing orders, saying Washington's true strategic intent remains unclear.

Friday 9 January 2026

CES 2026: Qualcomm expands automotive partnerships to accelerate software-defined and AI-driven mobility

At CES 2026, Qualcomm Technologies highlighted new collaborations and growing adoption of its Snapdragon Digital Chassis solutions, aiming to advance software-defined vehicles (SDVs) and agentic AI-driven in-cabin experiences. The company outlined updates across infotainment, digital cockpit, advanced driver-assistance systems (ADAS), and end-to-end automated driving platforms.

Friday 9 January 2026

Nvidia's Vera Rubin production timeline sparks debate as HBM4 readiness and talks with Korean memory makers draw scrutiny

Nvidia's next-generation AI superchip, Vera Rubin, has become the center of industry debate following comments by CEO Jensen Huang at CES 2026, where he said the product had entered the production phase. The statement has drawn scrutiny from the semiconductor supply chain, particularly memory makers, as questions emerge over the readiness of sixth-generation high-bandwidth memory (HBM4) for commercial deployment.

Friday 9 January 2026

Iluvatar CoreX IPO highlights China's race to scale general-purpose GPUs

Shanghai Iluvatar CoreX Semiconductor, a Chinese general-purpose GPU developer, listed on the Hong Kong Stock Exchange's Main Board on January 8, 2025. Shares were priced at HKD144.6 (US$18.5), raising about HKD3.7 billion (US$474 million). The stock jumped 31.5% at the open to HKD190.2, lifting its debut valuation above HKD47.5 billion, signalling investor demand for China's domestic compute hardware.

Friday 9 January 2026

Volkswagen and Qualcomm announce long-term supply deal for infotainment and connectivity chips

Volkswagen Group and Qualcomm Technologies have announced a Letter of Intent (LOI) for a long-term supply agreement to provide advanced infotainment and connectivity solutions for the automaker's software-defined vehicle (SDV) architecture. The intended deal, expected to take effect with vehicles launching from 2027, will see Qualcomm supplying high-performance system-on-chips (SoCs) for infotainment functions through Volkswagen Group's joint venture with Rivian Automotive, Rivian and Volkswagen Group Technologies (RV Tech).

Friday 9 January 2026

Limited H200 access signals Beijing's calibrated approach to foreign AI technology due to security concerns

China is preparing to approve limited imports of Nvidia's H200 AI chips as early as this quarter, potentially reopening a key market for the US chipmaker while maintaining strict national security safeguards, according to Bloomberg, citing people familiar with the matter.

Thursday 8 January 2026

Nvidia overhauls server design as Vera Rubin gears up for volume shipments

Nvidia CEO Jensen Huang announced that the company's new Vera Rubin has entered mass production and is preparing for widespread shipments. The design represents a rare major engineering overhaul for Nvidia, involving significant changes to assembly and manufacturing processes with deeper direct involvement from the company.

Thursday 8 January 2026

CES 2026: Nvidia CEO reveals three key investment directions

Nvidia recently acquired Groq's technology license and integrated its core technical team, sparking curiosity about the chip giant's investment philosophy. At CES 2026, Nvidia CEO Jensen Huang outlined the company's three main investment focuses that guide how it deploys its abundant cash reserves.

Thursday 8 January 2026

CES 2026: Nvidia CEO declares robotics has reached breakthrough

At CES 2026, Nvidia CEO Jensen Huang identified physical AI as the next significant evolution in artificial intelligence. Huang categorized physical AI into two main types: one involving direct interaction with the physical world through robots and autonomous vehicles, and the other focusing on understanding physical laws for applications such as weather forecasting and protein structure prediction.

Thursday 8 January 2026

CES 2026: MediaTek targets end-2026 mass production for Wi-Fi 8 Filogic 8000 as telecoms drive early demand

MediaTek is preparing to commence large-scale manufacturing of its new Wi-Fi 8 solution, the Filogic 8000, by the end of 2026, in response to heightened demand from telecom operators seeking cross-generational network upgrades. The company unveiled the technology at CES 2026 in the US, signaling a decisive push toward serving evolving market requirements.

Thursday 8 January 2026

CES 2026: Nvidia's Drive AGX Hyperion integrates OmniVision sensors, accelerating ecosystem-based autonomous driving

Nvidia officially introduced its next-generation autonomous driving platform, Drive AGX Hyperion, at CES 2026 in Las Vegas, signaling an important shift in the self-driving industry. The new platform represents a move away from isolated development efforts by automakers and Tier 1 suppliers toward a collaborative, ecosystem-based approach for scalable, certifiable autonomous driving systems.

Thursday 8 January 2026

CES 2026: Taiwan researchers showcase neuromorphic chip breakthroughs

To overcome AI's limits, a bridge must be built between computer science and biology, according to Kea-Tiong Tang, a professor from Taiwan's National Tsing Hua University (NTHU) and a leading scholar in neuromorphic computing. Tang recently led a Taiwan team to the US for CES in 2026, demonstrating efforts to break from the traditional von Neumann architecture.

Thursday 8 January 2026

CES 2026: Arm moves into robotics with new dedicated unit

Arm Holdings has restructured its operations to create a Physical AI business unit. The move expands its footprint in robotics, as automation systems dominated this year's Consumer Electronics Show.

Thursday 8 January 2026

China reportedly tells firms to pause Nvidia H200 orders to push domestic AI chips

Chinese authorities have reportedly asked domestic tech companies to halt orders for Nvidia's H200 AI chips, according to Reuters, signaling tighter oversight even as US export licenses near completion. The move reflects Beijing's broader push to prioritize domestic semiconductor development while managing foreign chip adoption.

Thursday 8 January 2026

CES 2026: Snapdragon X2 Plus strengthens Qualcomm's AI PC push as power efficiency becomes a key battleground

Qualcomm Inc. introduced its Snapdragon X2 Plus platform at CES 2026, the newest addition to the Snapdragon X series aimed at professionals, emerging creators, and regular users. The platform promises fast, responsive performance, along with multi-day battery life and portability, addressing diverse computing needs.

Thursday 8 January 2026

Samsung Electronics posts sharp profit rebound in fourth quarter on AI-driven memory demand

Samsung Electronics reported a strong rebound in profitability in the fourth quarter of 2025, supported by rising memory chip prices and sustained global demand from AI data center operators, according to its preliminary consolidated financial results released under fair disclosure rules.

Thursday 8 January 2026

Huawei's Ascend 950 tests South Korea's AI market

Huawei has signalled a renewed push into South Korea's AI infrastructure market, outlining plans to introduce its next-generation AI processor — widely expected to be the Ascend 950 — packaged with an end-to-end stack spanning hardware, software, networking, and storage.

Thursday 8 January 2026

RISC-V's rise: A third CPU ecosystem in 5-10 years?

Bao Yungang, vice director of the Chinese Academy of Sciences' Institute of Computing Technology and chief scientist at the Beijing Open Source Chip Academy, predicts RISC-V will become the world's third mainstream CPU ecosystem alongside x86 and Arm within five to ten years.

Wednesday 7 January 2026

Marvell to acquire XConn to expand PCIe and CXL switching portfolio

Marvell Technology has agreed to acquire XConn Technologies to strengthen its position in PCIe, CXL, and UALink switching for AI data center infrastructure, as demand grows for scale-up connectivity in multi-rack accelerator systems.

Wednesday 7 January 2026

CES 2026: AMD's Lisa Su predicts YottaScale compute to be turning point

AMD CEO Lisa Su stated at CES 2026 that the industry has officially entered the "YottaScale" era, marking a shift toward new performance benchmarks. In an interview with CNBC, Su also explained that AI has not slowed the company's hiring pace, that AMD is actively recruiting and prioritizing candidates who are "AI forward."

Wednesday 7 January 2026

CES 2026: Nvidia CEO spotlights humanoid robots, supply chain cites training gaps

Nvidia CEO Jensen Huang used his CES 2026 keynote to focus on agentic AI and Physical AI, outlining how the company is extending AI into systems that operate in the physical world. Supply-chain sources said that humanoid robots are viewed as one development direction for Physical AI, with implications for high-performance microcontrollers; however, training remains constrained by scarce and fragmented data.

Wednesday 7 January 2026

Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4

Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation high-bandwidth memory (HBM4) in the near term. Huang expressed confidence that this exclusivity will provide Nvidia with strategic advantages.

Wednesday 7 January 2026

H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang

Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements or regulatory fanfare.

Wednesday 7 January 2026

CES 2026: Nvidia and AMD deliver underwhelming speeches

The day before the opening of the 2026 Consumer Electronics Show (CES 2026) in Las Vegas, Nvidia and Advanced Micro Devices (AMD) each held keynote speeches. Like Computex, Nvidia hosted its keynote and showcase independently outside the exhibition venue, while AMD served as CES's first official keynote speaker. There was a clear sense of rivalry between the two, with each having a unique approach and style.

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