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Monday 24 November 2025
Nvidia's move into mobile memory sparks supply and price concerns
Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026...
Monday 24 November 2025
Lightmatter's silicon photonics solution aims for commercial shipments in 2027
GlobalFoundries (GF) has recently acquired Singapore-based silicon photonics chip company Advanced Micro Foundry. Meanwhile, Lightmatter, a US silicon photonics chip company that...
Monday 24 November 2025
Tesla accelerates AI chip roadmap: A15 nears tape out as A16 development begins
Tesla CEO Elon Musk has revealed in a post on X that the company is close to taping out its next-generation AI5 chip while simultaneously beginning development of AI6. Tesla plans...
Monday 24 November 2025
Qualcomm Innovate in Taiwan Challenge supports local AI teams
Qualcomm announced the winners of the 7th Qualcomm Innovate in Taiwan Challenge (QITC) on November 21. First place went to MoBagel, which provides high-efficiency, energy-saving,...
Sunday 23 November 2025
Intel's China debut highlights AI expansion, Gaudi 2E, and disaggregated supernodes
The 2025 Intel Technology Innovation and Industry Ecosystem Conference was held from November 19 to 21, 2025, in Chongqing, China. At the event, Intel CEO Lip-Bu Tan and newly appointed...
Saturday 22 November 2025
AI workloads propel revolution in photonic chips, as startups jostle for position and tech giants seek to integrate
Rapid advances in AI technology have exposed fundamental network bottlenecks, since traditional connections can no longer keep up with the massive transmission demands of AI. Billions...
Friday 21 November 2025
White House seeks to block GAIN AI Act, easing Nvidia and AMD export risks
The White House is reportedly pressuring Congress to exclude the Guaranteeing AI National Access and Innovation (GAIN AI) Act from the upcoming National Defense Authorization Act...
Friday 21 November 2025
Marvell plans to expand India workforce amid AI-driven growth
US semiconductor company Marvell Technology has announced plans to significantly increase its workforce and research spending in India, aiming to meet the surging global demand for...
Friday 21 November 2025
China's IC design surge heads for US$100bn milestone in 2025
China's chip-design boom is accelerating despite US export controls, with demand for domestic semiconductors rising sharply. With advanced-node restrictions still in force, Chinese...
Friday 21 November 2025
Google opens largest AI infrastructure hardware R&D center outside US in Taipei
Google officially opened a new office in Taipei's Shilin District on November 20, marking its largest AI infrastructure, hardware research, and development center outside its headquarters...
Friday 21 November 2025
ASE and SPIL draw attention as Nvidia pushes for expanded US packaging capacity
Nvidia reported strong third-quarter results for fiscal 2026 (ending October 2025), driven by robust sales of its Blackwell Ultra chips. Cloud data center revenue rose over 60% year-on-year...
Friday 21 November 2025
Taiwan sets first drone chip rules to curb reliance on foreign suppliers
Taiwan has issued its first government-defined standards for domestically developed drone chips as part of a wider push to build a self-reliant unmanned systems sector and curb dependence...
Friday 21 November 2025
Huawei lifts Shenzhen to China's No. 2 chip design hub

China's latest IC design forecast projects Shenzhen's chip design revenue will reach CNY204.23 billion (approx. US$28.7 billion) in 2025,...

Friday 21 November 2025
Apple reportedly boosts A19 chip orders amid strong iPhone 17 sales; TSMC adjusts production in response
Apple reportedly has increased its orders for A19 and A19 Pro series chips by 4 million to 5 million units over two months, fueled by robust demand for the iPhone 17 series in October...
Friday 21 November 2025
Debate over AI GPU lifespan intensifies amid bubble concerns
The true service life of AI GPUs, the cornerstone of computing power, has become a new battleground in the heated debate surrounding AI investments. This question directly impacts...