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 how the US chipmaker is navigating shifting export controls while testing the limits of political approval in Washington and Beijing
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, with Wingtech's chair warning that prolonged uncertainty could further damage global supply chains
India and New Zealand said they have concluded negotiations on a comprehensive free trade agreement (FTA), marking one of India's fastest trade deals with a developed economy since talks were launched in March 2025, according to a statement issued by India's Ministry of Commerce
Electricity costs for South Korea's domestic semiconductor manufacturing industry have reportedly surged, raising concerns over mounting cost pressures on chipmakers. Over the past four years, electricity consumption has risen by only about 9%, yet total electricity bills have more than doubled
China's AI race in 2025 has moved beyond brute-force model scaling. The contest now hinges on capital efficiency, infrastructure strength, and control of traffic gateways—a dynamic Wallstreetcn.com likens to a modern-day "Three Kingdoms" standoff
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, according to documents reviewed by Reuters. The shift underscores a widening rupture between the China operation and its European parent, as disputes over corporate governance and control continue to reshape the company's global supply chain
Samsung has recruited semiconductor veteran John Rayfield, formerly a vice president at AMD, to bolster its Exynos GPU and system IP roadmap, signaling a renewed effort to regain competitiveness in mobile and AI-focused SoC design
Samsung Electronics and SK Hynix are reportedly intensifying their competition to supply Nvidia's sixth-generation high-bandwidth memory (HBM), known as HBM4. The new HBM4 will be used in Nvidia's next-generation AI accelerator, Rubin, expected to launch in the second half of 2026
Pan Jit International Inc. signed a definitive agreement on December 18, 2025, to acquire a 95% stake in Torex Vietnam Semiconductor, a move aimed at expanding the Taiwanese firm's manufacturing footprint and scaling its automotive-grade chip production. The transaction follows an initial memorandum of understanding signed in February 2025 and initiates the formal equity transfer process between the companies
As the global automotive industry remains focused on tariff barriers and policy battles, Chinese automakers have quietly advanced their overseas strategies into a new phase, aiming for massive export volumes and deep ties to local markets
India's tightening AI governance rules are no longer just shaping compliance strategies. They are beginning to influence where artificial intelligence workloads are deployed, pushing sensitive applications toward India-hosted and on-premise infrastructure
King Yuan Electronics (KYEC) is accelerating its expansion efforts in Taiwan and Singapore to address rising demand for AI chip testing services. The Taiwanese testing and assembly firm plans to establish its first overseas manufacturing base in Singapore, aiming to commence mass production by 2027, according to KYEC chairman C.K. Lee
AOI Electronics, a Japan-based semiconductor assembly and test provider, has entered into a business alliance with India's Kaynes Semicon Private Limited and Japan's Mitsui to support the establishment of a semiconductor back-end processing business in India
