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2026-02-02

[News] GaN Industry Enters a New Phase as TSMC Licenses GaN Technologies to VIS and GF

Amid the surging global AI wave and the accelerating transition toward green energy, gallium nitride (GaN) industry is entering a pivotal golden growth period. According to TrendForce’s research, the global GaN power device market is projected to expand at a robust compound annual growth rate (CAG...

2026-02-02

[News] China Steps Up AI Push: Alibaba Latest Qwen Model Nears U.S. Rivals; Moonshot Advances

Almost a year after DeepSeek jolted the global AI industry, Chinese developers have accelerated the rollout of new models. According to South China Morning Post, Alibaba  and Moonshot AI have both rolled out new flagship AI models, further closing the gap with U.S. leaders such as OpenAI and Google...

2026-01-30

[News] Apple May Prioritize High-End iPhones in 2H26 as Memory Costs Rise; Flags TSMC 3nm Tightness

Apple addressed concerns over potential memory shortages during its earnings call on the 29th, as Samsung and SK hynix are reported to be preparing price hikes for memory used in iPhones. According to ZDNet, Apple CEO Tim Cook said that memory costs had only a limited impact on gross margins in fisc...

2026-01-30

[News] DeepSeek Moves Closer to NVIDIA H200 Chips as China Reportedly Signals Conditional Approval

As market buzz suggests DeepSeek plans to unveil its next-generation AI model over the Lunar New Year holiday, China has reportedly given the leading startup conditional approval to acquire NVIDIA’s H200 AI chips, though the regulatory terms are still being finalized, Reuters reports. DeepSeek ...

2026-01-30

[News] ByteDance, Alibaba, DeepSeek Reportedly Ready February Model Launches, Fueling China’s AI Race

China is rumored to roll out new AI models during the Lunar New Year holiday in February. According to ijiwei, sources say that ByteDance and Alibaba are preparing to launch a new generation of flagship AI models around the period. Previously, EE Times China noted that recent updates to DeepSeek’s...

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