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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
Exclusive: Why photons beat copper in AI factories—Celestial AI Co-founder on Marvell's acquisition
In a year when artificial intelligence spending has begun to resemble a national infrastructure program, Celestial AI has chosen to stop being a standalone startup. Preet Virk, the...
Tuesday 23 December 2025
China's space launch surge exposes Taiwan's tech gap
As privately owned rocket and satellite manufacturers in the United States continue to surge, China has been accelerating its own commercial space ambitions. Beyond its extensive...
Tuesday 23 December 2025
With memory price hikes diluting end-of-year smartphone demand, AMOLED panel prices also drop
Despite approaching the end of the year and the promotional peak season coming to an end, overall utilization rates in the smartphone panel market have remained relatively high. Additionally,...
Tuesday 23 December 2025
TI, ADI price hikes split Taiwan's analog IC designers
Texas Instruments (TI) and Analog Devices (ADI) are reportedly preparing selective price increases across product lines in early 2026, citing rising semiconductor supply chain costs...
Tuesday 23 December 2025
Aspeed opens Kaohsiung R&D center to boost chip development efforts
Aspeed Technology, a global leader in remote server management chips, officially launched its Kaohsiung research and development (R&D) center on December 22. Located at the Pier...
Tuesday 23 December 2025
Nvidia targets pre-holiday H200 shipments to China via inventory; production ramp remains uncertain
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...
Tuesday 23 December 2025
Samsung takes lead as LG and Sony exit shrinking 8K TV market
The 8K TV market, once seen as the hallmark of premium products, is rapidly fading as major manufacturers cease launching new models. Currently, Samsung Electronics remains the primary...
Tuesday 23 December 2025
Nexperia's China unit secures local wafer supply under governance dispute
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,...
Monday 22 December 2025
Samsung taps former AMD exec to reboot Exynos from Austin
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...
Monday 22 December 2025
Central bank raises Taiwan's 2025 growth forecast to 7.31%
Taiwan's Central Bank has sharply revised its economic growth forecast for 2025 to 7.31% from the 4.55% projected in September, citing the absence of US semiconductor tariffs under...
Monday 22 December 2025
How is India's AI governance framework reshaping where AI runs?
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...
Monday 22 December 2025
IDM automotive revenue becomes uncertain as new chip entrants seize smart cockpit and ADAS market share
Unlike IC design brands, IDM companies are typically conservative regarding demand conditions for the automotive chip market. The difference is partly related to operating base levels...