Insights
From January to October, China’s semiconductor equipment industry has shifted from pursuing “single-point breakthroughs” to achieving “system-level integration.” Major industry alliances have fueled this transformation, with leading companies raising over 13 billion yuan through private pl...
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Samsung scores another major foundry victory, expanding its roster of high-profile clients on advanced nodes. After Tesla selected the company in July to produce its AI6 processor under a $16.5 billion contract, Elon Musk revealed during the latest earnings call—as cited by CNBC and Investing.com...
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As global cloud providers ramp up in-house AI ASICs, Google is also doubling down. Alongside advancing TPU v7p (Ironwood), the company is betting on Axion—its first Arm-based CPU—reportedly built on TSMC's 3nm node with design support from the foundry's affiliate Global Unichip, according to Com...
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At the 2025 SEMiBAY event in China, several companies showcased the nation’s growing semiconductor capabilities, including subsidiaries of Huawei-linked equipment maker SiCarrier. Beyond SiCarrier, another firm drew attention for its advances in lithography. According to South China Morning Post, ...
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While Fujitsu announced in early October that it would co-develop AI chips with NVIDIA to power Japan’s data centers by 2030, new details have now surfaced. According to Nikkei XTECH, the company is reportedly considering Rapidus as a potential manufacturing partner for its 1.4nm-class CPUs design...