Monthly Archives: December 2025

[News] NVIDIA Reportedly Denies USD 20B Groq Acquisition Rumors

Posted on 2025-12-29 by TrendForce

On December 24, CNBC reported that Alex Davis, CEO of U.S. technology investment firm Disruptive, claimed NVIDIA had agreed to acquire high-performance AI accelerator chip designer Groq in an all-cash deal valued at approximately USD 20 billion, triggering widespread industry …

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[News] Huawei Reportedly Plans 2026 Ascend 950 Sales in South Korea, Targeting Cluster-Level Deployments

Posted on 2025-12-26 by TrendForce

As Huawei steps up its AI ambitions, South Korea is emerging as an unexpected focal market, with the company reportedly preparing to bring its AI chips to Korean customers. According to Yonhap News, Valian Wang, CEO of Huawei Korea, said …

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[News] AI Reportedly to Consume 20% of Global DRAM Wafer Capacity in 2026, HBM and GDDR7 Lead Demand

Posted on 2025-12-26 by TrendForce

As AI infrastructure ramps up, memory supply tightens and prices soar. Commercial Times, citing industry experts, projects that cloud high-speed memory consumption could reach 3 exabytes (EB) by 2026. Notably, when factoring in the “equivalent wafer usage” of high-speed memory …

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[News] China’s SMEE Reportedly Wins RMB 110M Lithography Tool Contract Amid Domestic Push

Posted on 2025-12-26 by TrendForce

China is stepping up investments in lithography equipment, turning to homegrown tools as it seeks greater technological independence amid U.S. export restrictions. According to Commercial Times, citing 21jingji, China’s Ministry of Science and Technology announced on the 25th that it …

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[News] TSMC Dismisses Nanjing Risks as VEU Expires, Flags Global Advanced Capacity for Chinese Clients

Posted on 2025-12-26 by TrendForce

With TSMC’s Nanjing fab VEU (Validated End-User) status set to expire on December 31, 2025, the company has clarified its position. According to MyDrivers and ijiwei, TSMC China President Roger Luo said supply chains remain secure and dismissed lingering concerns …

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