A recent surge in the cost of Chinese-made drone components has reignited concerns in South Korea over its overwhelming reliance on China for critical unmanned aerial vehicle (UAV) parts. South Korea is accelerating efforts to boost domestic manufacturing capabilities and enhance collaboration with the US to fortify its drone industry and mitigate strategic risks.
MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026, supply chain sources say, citing a combination of delays in Microsoft’s operating system roadmap, ongoing chip revisions at Nvidia, and weakening demand in the overall notebook market.
Arm is reportedly considering re-entry into the application-specific integrated circuit (ASIC) market, potentially positioning itself as a competitor to some of its key customers. Industry insiders note that this development, especially with a focus on artificial intelligence workloads, aligns with existing trends and is not unexpected.
China is accelerating its deployment of RISC-V architecture as US-China tech decoupling intensifies, aiming to build a fully autonomous semiconductor supply chain. At the 5th RISC-V Summit China in Shanghai, Alibaba’s DAMO Academy introduced new advances in its high-performance RISC-V platform under the XuanTie brand. Concurrently, the Beijing Institute of Open Source Chip (BOSC) confirmed system-level validation of its third-generation 16-core RISC-V processor, Kunminghu (Kunming Lake).