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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...
Tuesday 30 December 2025
DDR4 spot prices surge 18-fold in a year; December demand cools but impact limited
Memory chip spot prices have witnessed unprecedented increases over the past year, driven by continuing shortages and supply chain adjustments. DDR4 16Gb modules have surged 18 times...
Tuesday 30 December 2025
Taiwan auto suppliers pivot to hybrids, Chinese brands as 2026 outlook turns cautious
The global automotive industry experienced moderate growth in 2025, driven by electrification and smart technologies. But rising geopolitical risks, cost pressures, and uneven regional...
Tuesday 30 December 2025
InP substrate shortages emerge as new bottleneck for optical chips
A tightening supply of indium phosphide substrates is emerging as a bottleneck for artificial intelligence data centers and high-speed optical interconnects, prompting compound semiconductor...
Tuesday 30 December 2025
Global chip market nears US$1 trillion in 2026 as Taiwan foundries diverge
The global semiconductor industry is on track to reach US$1 trillion in annual sales by 2026 as intense demand for artificial intelligence processors and advanced memory capacity...
Monday 29 December 2025
Smartphone market 2026: Can AI, smart glasses, and foldables revive demand?
Tariffs, inflation, and geopolitical risk continue to cloud the global economy, while the smartphone industry faces fresh pressure from higher upstream material costs and component...
Monday 29 December 2025
After subsidies end, Germany's EV market hits turning point

In the transformation of automotive electronics and electrification (E/E), subsidies have long been regarded as the fuel propelling the...

Monday 29 December 2025
MediaTek expands automotive chip business with Denso partnership
MediaTek has announced a collaboration with Japanese automotive giant Denso to jointly develop customized SoC products for advanced driver-assistance systems (ADAS) and smart cockpit...
Monday 29 December 2025
8-inch foundry price rises take hold as BCD, HV nodes lead
The global 8-inch wafer foundry market has entered a price upcycle. Foundries, including SMIC and Hua Hong Semiconductor, along with major Taiwanese and South Korean mature-node players,...
Monday 29 December 2025
Taiwan's EV market braces for sub-NT$1 million showdown between domestic and imported models
Despite headwinds in Taiwan's overall auto market in 2025, the electric vehicle (EV) segment has gained notable momentum in the second half of the year. Competition is intensifying...
Monday 29 December 2025
China eases IPO rules for reusable rocket firms to speed space ambitions
China has eased listing requirements for private companies developing reusable commercial rockets, shifting regulatory scrutiny away from short-term financial performance and toward...
Monday 29 December 2025
Foundry 2.0 market hits US$85 billion in 3Q25: TSMC, AI packaging lead growth
The global semiconductor industry's transition into the "Foundry 2.0" era is now measurable in revenue, utilization, and competitive positioning. The expanded foundry ecosystem generated...
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...