Subject


China


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] 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] China Reportedly Builds EUV Prototype Using Older ASML Components, Eyes 2028 Chipmaking

China’s long journey toward domestic EUV lithography capability appears to be narrowing, as recent developments point to faster-than-expected progress. According to Reuters, sources say China has assembled a prototype EUV machine using components sourced from older ASML systems. As the report i...

2025-12-16

[News] China A-Share Firms Reportedly Scrap 20+ M&A Deals in Nov–Dec; Chip Sector Impacted

Hygon and Sugon have canceled their planned merger, highlighting a growing wave of scrapped M&A deals in China’s A-share market. According to Chinese outlet Yicai, several A-share listed semiconductor companies have recently scrapped M&A and restructuring plans. On December 12, VeriSilicon...

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