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2026-05-25
www.mynewsdesk.com
2026-05-25
Mynewsdesk
PRESS RELEASE
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27 APRIL 2026 03:02
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NGK to Increase Production Capacity of Ceramics for Semiconductor Manufacturing Equipment
NGK Corporation (hereinafter, “NGK”) today announced that it has decided to establish a new production site for ceramics for semiconductor manufacturing equipment in Nomi City, Ishikawa Prefecture. It plans to invest approximately ¥70.0 billion on constructing a new
2026-05-25
www.heygotrade.com
2026-05-25
Gotrade
Nvidia $200B CPU Market Forecast Includes China, Huang Says
Rendy Andriyanto
Gotrade Team
25 Mei 2026
Reviewed by Gotrade Internal Analyst
Table of Contents
Key Takeaways
Vera Rubin Roadmap
China Market Hurdles
Sources
Gotrade News - Nvidia confirmed its $200 billion CPU market forecast includes China, CEO Jensen Huang told reporters in Taipei. The chipmaker's H200 processor has been licensed for
2026-05-25
news.futunn.com
2026-05-25
富途牛牛
① The Tao (τ) Law proposes replacing “geometric scaling” with “time (τ) scaling” as the new guiding principle for the evolution of semiconductors and electronic systems. ② Based on the Tao (τ) Law, Huawei has already designed and mass-produced 381 chip models. The Kirin chip, set to debut in the fall of 2026, will be the first to adopt Logic Folding technology.
According to a report by The Scienc
2026-05-25
www.devdiscourse.com
2026-05-25
Devdiscourse
UPDATE 2-China's Huawei reveals chip design breakthrough amid US sanctions
Huawei's Ascend chip series has become increasingly central to powering Chinese AI models, including DeepSeek's latest flagship model V4, released last month. Huawei said its Kirin chips scheduled to launch later this year would be the first to use a related architecture called LogicFolding, which the company said would
2026-05-25
letsdatascience.com
2026-05-25
Let's Data Science
INFRASTRUCTURE
nvidia
cpus
china
vera rubin
Nvidia Includes China in $200 Billion CPU Market Forecast
8 sources
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May 25, 2026
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Nvidia CEO Jensen Huang said on May 23 that his forecast of a $200 billion market for CPUs includes China, Reuters and CNBC report. Asked by reporters in Taipei whether China was part of tha
2026-05-25
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2026-05-25
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2026-05-25
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2026-05-25
www.businesstimes.com.sg
2026-05-25
The Business Times
China’s Huawei reveals chip design breakthrough amid US sanctions
The company’s Ascend chip series has become increasingly central to powering Chinese artificial intelligence models
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Published Mon, May 25, 2026 · 10:10 AM — Updated Mon, May 25, 2026 · 01:24 PM
Huawei unveiled on Monday a new principle for improving chips, noting the industry can no l
2026-05-25
www.tradingview.com
2026-05-25
TradingView
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Reuters
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2026-05-25
marketscreener.com
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2026-05-25
www.huawei.com
2026-05-25
Huawei
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2026-05-25
digitimes.com
2026-05-25
Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.
2026-05-25
digitimes.com
2026-05-25
Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints, chip-scaling limits, and growing demand for faster equipment delivery.
2026-05-25
digitimes.com
2026-05-25
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year and sequential growth. Nearly all major product lines demonstrated strong growth momentum, with server-related products standing out in particular. Order visibility is now expected to remain strong throughout the
2026-05-25
digitimes.com
2026-05-25
Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced Echem Materials Company and Trusval Technology, forming Advanced Pao Trusval Technology to target advanced packaging adhesive materials.
2026-05-25
digitimes.com
2026-05-25
Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting orders, driving inventory builds, and prompting a shift toward longer-term material lock-in agreements. The conductive paste supplier reported a positive outlook for the second half of 2026 and said customers who initi
2026-05-25
digitimes.com
2026-05-25
Huawei is using self-developed packaging technology to build ultra-high-capacity enterprise SSDs, underscoring how Chinese technology companies are increasingly turning to advanced packaging and system-level engineering to navigate US semiconductor restrictions.