Weekly News Bulletin Dec 12, 2025
Weekly Semiconductor Industry News Brief
① Focusing on AI Scenarios, Kangying Semiconductor Showcases Three AI Storage Products at MTS2026
On November 27, MTS 2026 Storage Trend Summit themed “Storage Evolution, Intelligent Future” hosted by TrendForce and Global Semiconductor Watch concluded successfully in Shenzhen.
② Full-Stack Independent R&D Strength Displayed! Konsemi Presents Innovative Storage Solutions at MTS2026
Hefei Konsemi Storage Technology participated in MTS2026 with self-developed eMMC5.1, compact eMMC, UFS products and localized storage solutions, demonstrating industrial achievements in consumer, industrial and automotive-grade storage and fueling domestic storage development for the AI era.
③ Memory Chips Become Strategic Assets in AI Era; Shichuangyi Shares Layout and Product Strategies
At MTS2026, Ni Huangzhong, Chairman of Shichuangyi, delivered a speech on value reshaping of AI storage. He analyzed the transformation of memory chips from regular cost components to strategic supplies and introduced the company’s R&D investment and product roadmap for AI.
④ Gree Electric Discloses Latest Progress in SiC Chip Business
Gree revealed updates on its silicon carbide business via investor platform. Zhuhai Gree Electronic Components founded in 2022 undertakes SiC wafer manufacturing, power device packaging & testing and semiconductor inspection services.
⑤ Navitas Semiconductor and Vishay Launch New Flagship SiC Products
December witnesses intensive commercialization of SiC power devices. Navitas and Vishay rolled out new SiC products targeting ultra-high voltage applications and mid-power markets respectively.
⑥ AI Data Centers Trigger Laser Shortage; NVIDIA Restructures Laser Supply Chain | TrendForce
Large-scale clustered data centers make high-speed interconnection critical for AI performance. Global shipments of optical transceivers above 800G reached 24 million units in 2025 and are projected to hit nearly 63 million units in 2026, a 2.6-fold increase.
⑦ SoftBank and NVIDIA Discuss Investment in Skild AI at USD 14 Billion Valuation
Sources confirm SoftBank and NVIDIA are negotiating over more than USD 1 billion investment in Skild AI, targeting an estimated company valuation of USD 14 billion.
⑧ Sanan Optoelectronics: 800G Optical Chips Shipped in Small Batches
On December 8, Sanan Optoelectronics stated on investor platform that its 400G optical chips are in mass shipment while 800G optical chips are delivered in small batches. The firm continues expanding into high-end optical communication markets.
⑨ Construction Starts for Alxa MPCVD Superhard New Material Project with RMB 3 Billion Total Investment
The groundbreaking ceremony was held on December 7 in Alxa High-tech Zone. The project invested by Inner Mongolia Chenqiong Superhard New Materials serves as a key initiative to advance local high-end manufacturing.
⑩ Intensified Competition in Storage Market: How Dapuwei Stands Out
Dapuwei exhibited cutting-edge products including Gen5 122TB SSD and Gen5 SCM SSD at MTS2026, demonstrating profound technological advantages in enterprise-grade data center storage amid booming AI storage demand.
Click for more details
① https://www.dramx.com/News/Memory/20251208-39561.html
② https://www.dramx.com/News/Memory/20251208-39567.html
③ https://www.dramx.com/News/Memory/20251208-39573.html
④ https://www.dramx.com/News/IC/20251208-39574.html
⑤ https://www.dramx.com/News/igbt/20251208-39575.html
⑥ https://www.dramx.com/Market/20251208-39578.html
⑦ https://www.dramx.com/News/AI/20251209-39579.html
⑧ https://www.dramx.com/News/IC/20251209-39582.html
⑨ https://www.dramx.com/News/cailiao-shebei/20251209-39584.html
