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2025-12-09

[News] Baidu Reportedly Explores Kunlunxin Spinoff and Listing Amid a Surge in China Chip IPOs

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 ...

2025-12-08

[News] UMC Licenses imec’s iSiPP300 to Advance Silicon Photonics, Eyes 2026–27 Risk Production

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...

2025-12-08

[Insights] Early December Panel Prices: Brands Increase Orders, Suggesting TV Downtrend May End Early

.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...

2025-12-08

[News] Apple Reportedly May Lose Custom Silicon Chief Johny Srouji Amid Executive Exodus

Apple is experiencing a wave of senior executive departures, with several high-ranking leaders already gone and more key exits reportedly on the horizon. According to Tom’s Hardware, citing Bloomberg, sources say Johny Srouji—the executive responsible for developing chips powering Apple’s iPho...

2025-12-08

[News] Smartphone Memory Inventories Reportedly Fall Below 4 Weeks, Low-End Devices in the Crosshairs

Amid recent headlines—Micron exiting the Crucial consumer memory business and Samsung and SanDisk reportedly delaying NAND deliveries—strong memory demand from hyperscalers is putting consumer products, especially smartphones, under pressure. According to Calian Press, citing TrendForce Senior R...

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