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...

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...

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 ...

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...

．TV As the year draws to a close, demand for TV panels has not cooled; instead, it remains steady and relatively firm. The main reason is that some brand customers expect panel prices to have reached the bottom and have begun increasing orders, even preparing early for 1Q26 demand. This has all...