Monthly Archives: November 2025

[News] CSPs’ ASIC Push Sparks Competition Among IC Designers, Margins Under Pressure

With AI compute demand surging, cloud giants are turning to in-house ASICs to reduce their reliance on NVIDIA and AMD. According to Commercial Times, Taiwan-based firms GUC and Alchip are taking the lead as design partners, while established IC design …

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[News] TSMC Reportedly Flags 3–5% Price Hikes for Sub-5nm in 2026, Ripple Effects on Mature Nodes Expected

With 2nm mass production just around the corner, speculation had been swirling that TSMC might charge 10–20% more for its next-gen node compared with 3nm. But with advanced-node capacity already stretched thin, industry sources say the foundry giant moved early—reportedly …

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[News] China Makes Breakthrough in Chip Technology, Paving the Way for Lithography Advancements

Lithography technology remains one of the core driving forces behind the continuous scaling of integrated circuit (IC) manufacturing. Recently, a research team led by Professor Peng Hailin from the College of Chemistry and Molecular Engineering at Peking University, together with …

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[Insights] Xiaomi Leaps to 17 to Mirror iPhone: Decoding China’s Benchmarking Strategy

In fall 2025, the global tech spotlight once again turns to the annual smartphone showdown. In a surprise move, Chinese tech giant Xiaomi named its flagship lineup from “15” straight to “17,” skipping the number 16 to set up a …

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