On December 24, CNBC reported that Alex Davis, CEO of U.S. technology investment firm Disruptive, claimed NVIDIA had agreed to acquire high-performance AI accelerator chip designer Groq in an all-cash deal valued at approximately USD 20 billion, triggering widespread industry attention. Notably, ...

As Huawei steps up its AI ambitions, South Korea is emerging as an unexpected focal market, with the company reportedly preparing to bring its AI chips to Korean customers. According to Yonhap News, Valian Wang, CEO of Huawei Korea, said at a press briefing on the 26th during Huawei Day 2025 that th...

As AI infrastructure ramps up, memory supply tightens and prices soar. Commercial Times, citing industry experts, projects that cloud high-speed memory consumption could reach 3 exabytes (EB) by 2026. Notably, when factoring in the "equivalent wafer usage" of high-speed memory like HBM and GDDR7, th...

China is stepping up investments in lithography equipment, turning to homegrown tools as it seeks greater technological independence amid U.S. export restrictions. According to Commercial Times, citing 21jingji, China’s Ministry of Science and Technology announced on the 25th that it will invest r...

With TSMC’s Nanjing fab VEU (Validated End-User) status set to expire on December 31, 2025, the company has clarified its position. According to MyDrivers and ijiwei, TSMC China President Roger Luo said supply chains remain secure and dismissed lingering concerns that the country’s clients are l...