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2026-01-05

[News] Google Led TPU Innovation with Patent Spike; Broadcom, MediaTek Reportedly Boost Reserved Wafers

As Google intensifies its push for Tensor Processing Units (TPUs), aiming to secure more orders from major tech players, the company’s R&D efforts are clearly bearing fruit. Nikkei reports that the company has sharply increased patent filings for AI data-center semiconductors, with application...

2026-01-02

[News] Earnings Call Preview: TSMC 2nm in Focus — Capacity, Sales Contribution, and More

Ahead of TSMC’s earnings call on January 15, the company quietly confirmed that its 2nm process entered mass production on schedule in 4Q25. With the market now expecting more details at the briefing, here are some of the key things to watch as this long-anticipated node steps into the spotlight. ...

2026-01-02

[News] China AI Chipmakers Step Up Hong Kong IPO with Baidu Kunlunxin Filing, Biren HK$5.58B Listing

China’s AI chipmakers are stepping up their push toward Hong Kong listings. According to Reuters, Chinese search giant Baidu said that its AI chip unit Kunlunxin has confidentially submitted a listing application to the Hong Kong Stock Exchange on January 1, setting the stage for a potential spin-...

2026-01-02

[News] OpenAI Reportedly Shifts First AI Hardware Order from China’s Luxshare to Foxconn

OpenAI is gearing up to launch its first AI hardware product, and industry attention is increasingly focused on the potential manufacturing partner behind the project. According to Economic Daily News, citing sources, the device was originally planned to be outsourced to Chinese electronics manufact...

2026-01-02

[News] China’s Chip Consolidation Heats Up: Hua Hong Acquires 97.5% of Huali, Following SMIC’s Earlier Move

As 2025 drew to a close, China’s chip industry was accelerating its consolidation push. After SMIC unveiled plans to acquire the remaining 49% stake in its Beijing subsidiary in a 40.6 billion yuan ($5.8 billion) share-based deal, the country’s second-largest foundry, Hua Hong Semiconductor, ann...

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