Subject


Semiconductors


2025-12-09

[News] Intel Emerges as Key Customer for Tata’s $14B Chip Fab and OSAT Buildout in India

Intel is extending its manufacturing footprint by teaming up with India’s Tata Electronics. According to Reuters, Tata has brought Intel onboard as a potential customer for its upcoming fabrication facilities, underscoring Intel’s confidence in India’s growing chipmaking capabilities. The r...

2025-12-09

[News] Trump Greenlights NVIDIA H200 Export to China: Chip Reportedly 6x H20 Power, with 25% Fee

After a protracted tug-of-war, Washington has approved the export of NVIDIA’s H200 AI processors to China, with each unit subject to a 25% tariff-like fee, Reuters and Bloomberg report. President Donald Trump announced the move Monday on his social media platform, Truth Social, noting that he h...

2025-12-09

[News] Over CNY 10 Billion is Poured into China’s Integrated Circuit Sector

In recent weeks, China’s semiconductor industry has seen a hike in major capital investment into Integrated Circuit (IC) sector. Shanghai IC Industry Investment Fund Phase II Raises Capital to CNY 24.06 Billion, Up ~66% Corporate registry data shows that the Shanghai Integrated Circuit Indus...

2025-12-09

[News] Baidu Reportedly Explores Kunlunxin Spinoff and Listing Amid a Surge in China Chip IPOs

With China rushing to advance its AI chip capabilities despite U.S. export controls, Kunlunxin, the AI chip subsidiary of Chinese internet giant Baidu, is gaining renewed attention, particularly as rumors swirl about a possible IPO. According to Economic Daily News, Baidu’s AI chip subsidiary was ...

2025-12-08

[News] UMC Licenses imec’s iSiPP300 to Advance Silicon Photonics, Eyes 2026–27 Risk Production

Just weeks after GlobalFoundries acquired Singapore’s silicon photonics foundry AMF in mid-November, Taiwan’s UMC is making its own move in the sector. On December 8, the foundry announced a licensing deal with imec to adopt the iSiPP300 silicon photonics process, featuring co-packaged optics (C...

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