September 25, 2025

🎊Special thanks to TVBS for featuring MICROIP🎊

In a recent TVBS feature interview, MICROIP outlined its strategic direction amid the rapidly evolving global semiconductor landscape🌏

With rising demand for AI-driven design and customized chip solutions, MICROIP empowers clients through its dual-engine strategy

— CAPS(Cross-Platform AI-Powered Solutions) and CATS(Custom ASIC Technology & Solutions)

These capabilities are reinforced by MICROIP's three foundational strengths:

🔹 Advanced hardware–software co-design expertise, delivering a unified, cross-platform development framework

🔹 The Designless innovation philosophy, reducing development barriers and allowing engineers to focus on creativity and performance

🔹 Global ecosystem collaboration, partnering with industry leaders across Europe, the U.S., and Asia to establish an open AI design alliance

Chairman Dr. James Yang emphasized that semiconductor competition is shaped by differentiated positioning and strategic pathways.
MICROIP remains committed to driving technological advancement and collaborating globally to accelerate the next wave of AI-semiconductor innovation🚀


The following is an excerpt from TVBS News: “Cambricon, dubbed the “NVIDIA of China,” Rises as the New Stock Leader with 43x Revenue Growth”

By Reporter 唐家儀 / Photography: 鄭勝為/ Edited by: News Center

China is aggressively developing its semiconductor and AI capabilities, attempting to reduce its dependence on the United States, striving for high self-sufficiency, and aiming to become the world's largest contract semiconductor foundry hub by 2030. Known as the “first domestic AI-chip stock,” Cambricon has seen its share price rise more than 500% this year, while its revenue jumped 43-fold year over year. Dubbed “NVIDIA of China,” it has attracted intense market attention. However, experts point out that Cambricon's market positioning differs from Nvidia's. Although China is surging in mature nodes, Taiwan's semiconductor industry still holds a powerful moat: TSMC's 2nm production alone leads China by at least five years.

Huaxin Chai, Vice President of the Institute of Political & Economic Industry Studies, said that Nvidia currently focuses on the entire AI server / cloud market, whereas Cambricon excels in the AI terminal (inference / edge) market — two entirely different positions. He further observed that within the Western bloc, there is currently no company in the AI terminal (inference) domain that can be compared to Cambricon. China hopes to rapidly break free from U.S. reliance, planning by 2027 to raise the domestic self-sufficiency rate of semiconductors for AI data centers to 70% in Shanghai and 100% in Beijing. Facing that challenge, Taiwanese semiconductor companies remain confident.

Dr. James Yang, Chairman of MICROIP, believes Taiwan's semiconductor industry possesses three “moats”: advanced process, advanced packaging, and a very complete ecosystem. Dr. James Yang noted that the company adopts a “dual engine strategy,” including Custom ASIC Technology & Solutions (CATS) and Cross-Platform AI-Powered Solutions (CAPS), enabling hardware-software co-design and optimization, quickly bringing clients’ related applications into deployment.

To replace Nvidia's dominance, China is relying on Huawei's AI chip Ascend 910 as a key player. But Chai Huaxin pointed out that the H20 is a down-scaled version of the chip, whose performance is only one-seventh that of a standard H100. He emphasized that for China to dominate the market by 2030 without external assistance is a task akin to scaling heaven. Recently, China has announced breakthroughs in the semiconductor domain, including the first domestic 6nm chip and the first domestically produced commercial e-beam lithography machine Xi Zhi, capable of 8nm linewidth and with positioning accuracy of 0.6nm — described as a nanoscopic “magic brush” capable of carving city maps on a hair.

Facing severe U.S. restrictions, China hopes to take detours to overtake and catch up with the global semiconductor market, narrowing the technology gap. But for now, yield and commercialization performance remain less than ideal, and Taiwan's tail lights are still not visible — highlighting the formidable strength of Taiwan's semiconductor sector.


📺 Full interview: https://www.youtube.com/watch?v=ebfSZZ5T0Aw

📰 Full article: