While Broadcom signaled strong demand from Google TPUs via Anthropic during last week’s earnings call, another leading Taiwanese ASIC supplier, MediaTek, is reported by the Economic Daily News to have secured orders for Google’s v7e and v8e TPUs. Supply chain sources cited by the report note tha...

Just ahead of President Trump’s approval of NVIDIA’s H200 exports to China, Bloomberg reported that rising AI chip contender Cambricon Technologies is aiming to more than triple its AI chip output in 2026 as competition with Huawei intensifies. TrendForce cautions, however, that intense compe...

On December 4, 2025, Jiufengshan (JFS) Laboratory announced a major technological breakthrough — the successful development of a gallium nitride (GaN) power module. Roughly the size of a thumb, these “black boxes,” each about as large as a million thumbnails, can be integrated into a 1-gigawat...

China has been moving to strengthen technological self-reliance in semiconductor equipment, a shift that is increasingly seen as putting pressure on Korean companies. According to Hankyung, citing sources, the Chinese government is said to be encouraging domestic tool adoption through a so-called �...

As China’s top memory firms race to advance next-gen DRAM and NAND, domestic chip equipment makers are stepping up for a slice of the booming HBM market as well. According to ijiwei, ACM Research has introduced several solutions optimized for HBM production and plans to release HBM4-compatible cle...