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. ...

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-...

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...

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...

Recently, a number of Chinese universities and research institutions have achieved major progress in semiconductor-related fields. These advances span key areas such as memory, power semiconductor and IC design. IME CAS Achieved Major Progress in High-Density 3D DRAM Research A research team f...