Nvidia supercharges MediaTek’s AI ambitions amid rising ASIC battle

The emergence of generative AI (GenAI) has triggered a surge in AI server demand, leading to severe Nvidia GPU shortages. The resulting profit windfall far exceeds that of the previous cryptocurrency mining boom. The strengthening MediaTek-Nvidia alliance is growing, with Nintendo Switch 2 launching in April 2025 and an AI PC platform debuting at COMPUTEX in May 2025. Industry rumors also hint at a potential AI smartphone chip collaboration.

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SMIC eyes automotive sector growth to counter rising competition and pressures in China’s chip market

In its latest earnings call, China’s leading pure-play foundry, SMIC, acknowledged an increase in domestic competition, resulting in a growing supply even as demand begins to recover. The company is aiming to capture a larger share of revenue from the automotive sector, driven by the heightened competitiveness among Chinese automakers.

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新相微:拟1.2亿元参投新型显示产业并购基金

2月11日,新相微(688593.SH)发布公告,为推进公司整体战略实施,加快围绕主营业务显示芯片优化产业布局,进一步提升公司综合竞争力,公司子公司新相技术拟与国科东方、重庆两江新区君启岳、浚泉信、重庆两江新区产投开展战略合作,共同设立新型显示产业并购基金(以下简称“产业基金”或“合伙企业”),执行事务合伙人为重庆两江新区君启岳,基金管理人为国科东方,总规模不低于4.02亿元。

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