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2025-12-19

[News] U.S. Council: NVIDIA–Huawei AI Chip Gap Could Reach 17× by 2H27, Yet H200 Exports Risk Aiding China

While Huawei’s AI chips have made rapid strides, a new U.S. council report finds that NVIDIA continues to lead in overall AI hardware performance, with that lead expected to continue. According to a report by the U.S. Council on Foreign Relations, an analysis combining publicly available AI chip p...

2025-12-19

[News] China’s Chipmaking Tool Giant AMEC Eyes Sizone Acquisition to Broaden CMP Equipment Reach

Amid China’s push to consolidate its semiconductor industry and strengthen chip self-sufficiency, AMEC—the country’s leading domestic supplier of etching and thin-film deposition tools—announced on December 18 plans to acquire a controlling stake in Sizone Technology, according to chinastart...

2025-12-19

[News] Chinese GPU Makers Pick up Pace in Going Public

MetaX Went Public on Shanghai’s STAR Market on December 17 Late on December 15, MetaX announced that its shares would begin trading on the STAR Market of the Shanghai Stock Exchange on December 17, 2025. As the company has yet to achieve profitability, it will be classified under the STAR Marke...

2025-12-19

[News] China’s EDA Firm Empyrean Commits RMB 100M to Investment Fund, Takes 7.78% Stake in S2C

As part of its semiconductor self-reliance strategy, China has been intensifying efforts to strengthen its domestic EDA sector. According to ijiwei, the country’s leading EDA provider, Empyrean, announced a major investment move: together with Guangdong Hengqin Yueao Deep Cooperation Zhongjiwan En...

2025-12-18

[News] TSMC Reportedly Accelerates Arizona 2nd Fab, Eyes 3Q26 Tool Install, 2027 3nm Production

TSMC is reportedly moving to accelerate advanced U.S. chip production. According to Nikkei, sources say the company plans to begin moving chipmaking equipment into its second Arizona plant around the summer of 2026, setting the stage for 3nm manufacturing in 2027. Sources cited by the report say ...

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