Below are the top DIGITIMES Asia stories from July 14 to 20, 2025. The top three topics include Nvidia teams up with Micron for a major SOCAMM rollout, aiming to challenge high-bandwidth memory. Moreover, Nvidia begins limited GB300 AI server production. For China's semiconductor sector, Huawei's "Little HiSilicon" launches a wide range of chips, including its first RISC-V models.
Nvidia picks Micron for massive SOCAMM rollout
Nvidia is set to take a significant step in the memory market by planning the deployment of 600,000 to 800,000 SOCAMM modules in 2025. Seen as a possible next-generation alternative to high-bandwidth memory (HBM), SOCAMM's introduction—though on a smaller scale initially—could signal major shifts in both the memory and substrate sectors, according to industry experts.
Huawei's 'Little HiSilicon' launches all-out chip blitz: from RISC-V MCUs to AI edge SoCs
HiSilicon (Shanghai) Technologies, Huawei's specialized chip design subsidiary known as "Little HiSilicon," has rolled out an extensive portfolio of self-developed chips across sectors such as IoT, industrial automation, smart home technology, visual AI, and energy management. Notably, the launch includes the company's first chips based on the RISC-V architecture, signaling China's intensified efforts to advance domestic innovation in semiconductor development.
GB300 production underway: Nvidia's strategic shift brings relief to ODMs
Nvidia has started small-scale production of its upcoming GB300 AI server platform, with large-scale shipments projected to begin in September 2025, according to supply chain insiders. Thanks to a strategic realignment that is easing manufacturing demands, industry experts foresee a smooth production ramp in the second half of the year.
Exclusive: Intel ends reorg by July, stability ahead
Intel moves annual conference to Phoenix amid ongoing leadership-driven restructuring.
Following Lip-Bu Tan's appointment as Intel CEO in March 2025, the company has undergone extensive organizational changes. Supply chain sources report that the annual "Intel Technology Tour," traditionally held in September, will take place in Phoenix, Arizona, for the first time, reflecting the broader corporate overhaul currently reshaping Intel's workforce and internal structure.
Samsung Display reportedly secures exclusive OLED deals for Apple's first foldable iPhone
Samsung Display is said to be positioning itself as the exclusive provider of OLED panels for Apple's first foldable iPhone, marking a closer alliance between the two leading technology companies.
Why Nvidia, Samsung, Qualcomm are all knocking on Xiaomi's door
The steady stream of top executives visiting Lei Jun sends a clear message. During their trips to China, Samsung Electronics Chairman Lee Jae-yong, Qualcomm CEO Cristiano Amon, and Nvidia CEO Jensen Huang have all sought meetings with Xiaomi's founder and CEO. This deliberate convergence highlights Xiaomi's rising prominence as a key force in China's innovation landscape.
Penang's OSAT boom: ASE, Tongfu, Inari lead charge in advanced packaging
Malaysia has progressively built up its outsourced semiconductor assembly and testing (OSAT) sector, with Penang—dubbed the "Silicon Valley of the East"—serving as its hub. A recent DIGITIMES visit to Penang provides new insights into the region's established OSAT leaders as well as rapidly emerging players.
Article edited by Jack Wu
