Subject


China


2026-01-12

[News] China’s Iluvatar CoreX Reportedly to Unveil 2026–28 GPU Roadmap, Targeting NVIDIA H200, B200

As China accelerates its push for domestic chips, Iluvatar CoreX has emerged as a new focus of industry attention following its recent listing in Hong Kong. According to ijiwei, the company disclosed that it will unveil the road map for its next three product generations on January 26, covering area...

2026-01-09

[News] Moutai, Guoxin Micro, Empyrean Set up New Firms Related to IC Manufacturing

Recently, a number of well-known companies like Moutai, Guoxin Micro and Empyrean set up new entities whose business scopes involve integrated circuit (IC) domain. Moutai Again Engages in IC Arena by Establishing a New Company On January 1, 2026, Guizhou Ai Moutai Digital Technology Co., Ltd. ...

2026-01-08

[News] NVIDIA Reportedly Tightens H200 Payment Terms Despite Possible Q1 Approval from China

NVIDIA is facing mounting uncertainty in China, with the administration reportedly asking local firms to suspend orders for its H200 AI chips. According to Central News Agency, citing The Information, sources say Beijing authorities this week instructed some Chinese technology companies to halt pur...

2026-01-08

[News] China Memory Buyers Reportedly Fade as a Box of DDR5 Is Said to Cost as Much as a Shanghai Home

Memory prices continue to rise, as sharply higher quotes are reportedly dampening buyer interest in China. According to South China Morning Post, China’s spot market for memory chips is surging amid tight global supply, yet the rally presents a clear dilemma: prices are rising even as buyers are ...

2026-01-08

[News] China Foundry Push Accelerates with Nexchip RMB 35.5B Phase IV, Hua Hong’s RMB 8.2B Deal

Recent developments in China’s semiconductor sector signal an accelerated pace of expansion, particularly in the wafer foundry segment. Nexchip Kick-Started Construction of Phase IV Project with Investment of CNY 35.5Bn On January 4, 2026, Nexchip Semiconductor announced via its official WeC...

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