Today we highlight China's newly announced 2026 consumer subsidy policy, which for the first time includes mobile phones and tablets, offering a 15% discount capped at 500 RMB. This strategic expansion aims to stimulate the consumer electronics market by supporting upgrades to energy-efficient and smart devices. In manufacturing news, TSMC has officially entered the 'N2 era' by starting mass production of its 2nm process this quarter, utilizing Gate-all-around (GAA) technology to drive performance for next-gen AI and mobile hardware. We also cover Xiaomi's technical response to the 17 Ultra's zoom ring concerns, clarifying that the structural movement is a deliberate design for durability. Meanwhile, rumors suggest the 2026 M6 MacBook Pro will finally integrate cellular connectivity and touchscreens, marking a significant shift in Apple's hardware philosophy. These developments, alongside NVIDIA's finalized $5 billion investment in Intel, signal a period of intense competition and technological convergence.
Topic: Semiconductor
A curated collection of WindFlash AI Daily Report items tagged “Semiconductor” (bilingual summaries with evidence quotes).
1 items→ Browse Daily Reports
December 31, 2025
Open this daily report →爱范儿Dec 31, 02:17 AM