At the start of 2026, China’s GPU industry has entered a phase of intensive innovation, with multiple domestic vendors unveiling self-developed architectures and new products targeting specific market segments. Iluvatar CoreX Unveils Gen-4 GPU Architecture Roadmap On January 26, Iluvatar Cor...

As 2026 gets underway, China’s capital markets are already heating up with chip IPOs. Montage Technology, a designer of chips that speed data flows across data centers and AI accelerators, soared 57% on its Hong Kong debut February 9, backed by cornerstone investors including JP Morgan and Alibaba...

Memory is not the only asset in short supply. Reuters reports that both Intel and AMD have warned Chinese customers of tightening server CPU supplies, with the crunch pushing average prices for Intel’s server processors in China up by more than 10%, though increases vary by contract. According ...

As Google’s Tensor Processing Units (TPUs) gain traction, key ASIC partner MediaTek is turning increasingly bullish on the business. According to Commercial Times and Liberty Times, CEO Rick Tsai said the company expects ASIC revenue to surpass US$1 billion in 2026 and expand to a multi-billion-do...

As Meta lifts its 2026 capital spending to US$115–135 billion—nearly double its 2025 outlay—CNBC reports that the company’s investment push remains in full swing. Commercial Times notes that Meta’s sustained capex momentum is directly driving stronger demand for AI servers and ASICs (appli...