Subject


Semiconductors


2025-11-13

[News] Baidu Rolls Out Kunlun Roadmap, M100 & M300 AI Chips Arrive 2026–2027

As China pushes to catch up with the U.S. in the AI race, local tech giants are answering the call with a steady stream of AI chip launches. Huawei has unveiled its Ascend AI chips, planning regular releases through 2028, while Baidu, at its World Conference on November 13, revealed it will roll out...

2025-11-13

[News] Synopsys Reportedly to Slash 10% of Workforce After $35 Billion Ansys Acquisition

The tech layoff wave has reached Synopsys, the EDA heavyweight powering much of the world’s chip design. As noted by Reuters, the company plans to cut about 10% of its workforce, roughly 2,000 employees, as it shifts investment toward new growth areas, according to a regulatory filing released on...

2025-11-13

[News] NAND Giants Reportedly Cut Output in 2H25 as Prices Surge; Samsung Mulls 20–30% Hike in 2026

With SanDisk signaling that NAND supply will stay tight through 2026, major memory makers are taking an unexpectedly cautious approach. According to Chosun Biz, Samsung Electronics, SK hynix, Kioxia, and Micron have jointly scaled back NAND flash production in the second half of 2025—sending price...

2025-11-13

[News] China’s A-Share Chip Firms Reportedly Pour ¥68B into R&D in Q1–Q3 2025 Amid Domestic Push

As U.S. export controls tighten, China’s semiconductor industry is doubling down on R&D to close the technology gap. According to ijiwei, in the first three quarters of 2025, 228 A-share listed semiconductor companies in China invested a total of 68.02 billion yuan in R&D, representing an ...

2025-11-13

[News] Samsung Reportedly Eyes Foundry Profitability by 2027 with 20% Market Share

As it seeks to regain momentum beyond memory, Samsung Electronics is charting an ambitious path for its foundry division, aiming for a long-awaited turnaround. According to ETNews, citing industry sources, the company has set a target of making its foundry business profitable by 2027 and aims to cap...

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