Rapidus, Japan's state-backed chipmaker, has developed a prototype glass interposer for artificial intelligence chips. The company says the technology could lower production costs and strengthen its challenge to industry leader TSMC as Japan pushes to rebuild its advanced semiconductor base.
MetaX, a Chinese graphics processor startup founded by former Advanced Micro Devices engineers, soared in its trading debut on Shanghai's STAR Market on December 17, 2025. The rally highlights the premium investors are placing on Beijing's semiconductor self-sufficiency drive even as the company grapples with widening losses and intense geopolitical headwinds.
Samsung Electronics' foundry division is reported to have secured an 8nm manufacturing order from Intel, adding another blue-chip customer to its mature advanced-node portfolio after Nvidia. Analysts say the win strengthens Samsung Foundry's order momentum at nodes where yields and cost structures have largely stabilized.
Semiconductor test equipment supplier Advantest and Tokyo Seimitsu have announced a joint plan to co-develop a next-generation die-level prober for high-performance computing components.
Burn-Jeng Lin, one of TSMC's six R&D pioneers and current dean of National Tsing Hua University's College of Semiconductor Research, introduced the concept of a "Moore's Law of Economy" on December 16, 2025. He emphasized that innovation can still overcome the physical limits of chip size reduction, but warned that global semiconductor talent shortages may expand 15-fold as countries race to build complete supply chains.
MSScorps signaled a business recovery on Wednesday following a midyear lull, citing surging demand for angstrom-era semiconductor manufacturing and silicon photonics as key drivers for growth heading into 2026. The Taiwan-based materials analysis firm reported record November 2025 sales after overcoming third-quarter delays caused by strategic adjustments at major foundry and equipment clients.
Facing intensifying competition in the traditional LED lighting market, Incheon-based Korea Lighting is repositioning itself as a supplier of bio-optical semiconductor solutions, targeting high-value applications across healthcare, hygiene, beauty, and agriculture.
Nvidia's H200 GPU is set to reshape China's high-end AI computing market, driving a surge of activity among domestic chipmakers. Chinese GPU and computing firms are mobilizing across the board, accelerating product tape-outs, building software ecosystems, and securing capital. This aggressive, multi-pronged effort signals the rapid formation of a localized compute architecture designed to break international reliance and capture diverse market segments.
Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable, with annual growth of around 2–3% and no major fluctuations. However, recent sharp increases in memory prices and tight supply have crowded out resources across the broader electronics industry, which could further affect panel demand, especially in notebooks and smartphones.
Automotive-grade thin-film resistor maker Viking Tech held an in-person investor conference, where VP Shun-he Li reported that demand for ultra-low-resistance alloy resistors continues to increase. The company has recently secured a major order from China's second-largest on-board charger (OBC) supplier. The order volume is expected to contribute around NT$60-70 million (approx. US$1.9-2.2 million) in revenue, with gross margins higher than those of general resistor products. With this contribution, the share of automotive electronics revenue in 2026 is expected to rise from the current 53% to 55-57%, remaining the company's largest revenue segment.
SK Hynix has secured approval for an additional KRW500 billion (US$340 million) in low-interest financing from the state-run Korea Development Bank. The funds will be used to increase investments in semiconductor equipment, highlighting the growing competition to expand high bandwidth memory capacity for artificial intelligence chips.
More coverage