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semiconductor industry
Trends
- 1China may allow ByteDance and Alibaba to buy Nvidia chips▼China mulls allowing ByteDance, Alibaba to buy new Nvidia chips: Report
China is reportedly considering allowing ByteDance and Alibaba to purchase new Nvidia chips, according to a report carried by Firstpost. The potential move would grant two of the country's largest technology companies access to advanced US-made semiconductors amid ongoing restrictions. The report did not specify chip models, timelines, or whether approval has been granted.
- 2ASML sells no chipmaking machines in Europe, executive says▼ASML currently sells no chipmaking machines in Europe, executive says
An ASML executive has said the Dutch chipmaking equipment giant currently sells none of its machines in Europe, underscoring how little leading-edge semiconductor manufacturing takes place on the continent. The comment highlights Europe's reliance on Asia and the United States for chip production, despite EU ambitions to expand domestic semiconductor capacity.
- 3ASML warns Europe risks falling behind in chipmaking●ASML said it isn’t selling chipmaking machines in Europe, warning the region risks falling behind the US, China and Indi
ASML, the Dutch maker of advanced chipmaking equipment, says it is not selling its machines in Europe and has warned the region risks falling behind the United States, China and India in semiconductors. The remarks are drawing attention in tech and business circles, with debate over what they mean for Europe's industrial strategy and ambitions to build a domestic chip industry.
- 4TSMC affiliate plans Singapore expansion as first plant sells out▼TSMC affiliate already eyes expansion as first Singapore plant 'sells out'
A TSMC affiliate is reportedly considering expansion in Singapore after capacity at its first plant there was fully booked, or 'sold out'. According to Nikkei Asia, demand for the facility's output has prompted early planning for a second phase. The news underscores how tight chip manufacturing capacity remains, and the story is drawing attention in Singapore and across the global semiconductor industry.
- 5
AMD's market value briefly crossed the $1 trillion mark, placing the chipmaker among the world's most valuable companies. The milestone highlights AMD's growing challenge to Nvidia in the semiconductor market, driven by demand for AI processors. Commenters noted the symbolic significance for a company long cast as the industry underdog, though the valuation proved short-lived.
- 6Chipmaker Amicro clears key hurdle for Hong Kong listing●‘Little giant’ chipmaker Amicro clears key hurdle for Hong Kong listing: sources
Chinese chipmaker Amicro, described as a 'little giant' firm, has cleared a key regulatory hurdle for a listing in Hong Kong, according to sources cited by the South China Morning Post. The reported progress would advance the semiconductor company's plans to go public as China pushes to develop its domestic chip industry and expand funding channels for strategic technology firms.
- 7China's AI sector moves from catch-up to commercialization●China's AI sector is shifting from catch-up to commercialization. Source: DigiTimes Asia https://www. digitimes.com/news
China's artificial intelligence industry is entering a new phase, shifting from playing catch-up with Western rivals to focusing on commercialization, according to DigiTimes Asia. The report, tied to semiconductor developments including CXMT and hardware packaging, suggests Chinese firms are now turning AI research into marketable products and revenue, a sign of growing maturity in the country's tech sector.
- 8
NVIDIA's GTC conference is drawing attention, with discussion centring on the company's announcements around its latest chip and AI technology plans. The event is one of the semiconductor industry's biggest gatherings, and NVIDIA typically uses it to unveil new products and partnerships. Details of what was announced remain limited.
- 9Moblint partners with LG, Doosan and Daedong on on-device AI chips●Moblint develops on-device AI chips with LG, Doosan, and Daedong for robots and appliances
South Korean chip developer Moblint is working with LG, Doosan and Daedong to build on-device AI semiconductors designed to run artificial intelligence directly inside robots and home appliances. The partnerships signal a push to bring AI processing off the cloud and into everyday consumer and industrial hardware across Korea's electronics and machinery sectors.
- 10Modi's India bets on space, chips and AI●The Tech-led Renaissance: Space, semiconductors and AI in PM Narendra Modi’s India
Commentary highlights what is being called a tech-led renaissance in India under Prime Minister Narendra Modi, focusing on advances in space exploration, semiconductor manufacturing and artificial intelligence. The piece frames these sectors as central to India's economic and strategic rise. Discussion centres on whether government policy is successfully positioning India as a global technology power.
- 11South Korea's Mobilint Partners with LG, Doosan Robotics, Daedong on AI Chips●South Korea's Mobilint Teams Up with LG, Doosan Robotics, Daedong on On-Device AI Chips
South Korean semiconductor startup Mobilint has announced partnerships with LG, Doosan Robotics and Daedong to supply its on-device AI chips. The deals would embed Mobilint's neural processing technology directly into products spanning consumer electronics, industrial robots and agricultural machinery, allowing AI tasks to run locally without cloud connections. The move highlights South Korea's push to build a domestic edge-AI chip industry to compete with global players.