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Thursday 21 August 2025
Nvidia's impossible dilemma: trust on a string between Washington and Beijing
Nvidia's H20 chips have unexpectedly emerged as a new flashpoint in the intensifying tech rivalry between the United States and China. Reports that Washington installs trackers on...
Thursday 21 August 2025
Sunplus sees uneven recovery: auto orders rebound, consumer chips under strain
Sunplus Group warned that the consumer electronics slump and rising competition from Chinese chipmakers will cloud its outlook for the second half of 2025. The Taiwan-based IC design...
Thursday 21 August 2025
Samsung could benefit from US approval of lower-spec Nvidia Blackwell chips for China

Industry analysts say Samsung could start supplying 12-layer HBM3E to Nvidia in the fourth quarter of 2025. But shipments for Nvidia's...

Wednesday 20 August 2025
Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will
As the US government seriously considers taking a stake in Intel, the company faces more than just a simple transaction; it has become a strategic industry bet. Once the semiconductor...
Wednesday 20 August 2025
Arm strengthens cloud ASIC ambitions with hire of former AWS executive and top engineers
Arm has brought on Rami Sinno, the former Amazon Web Services (AWS) executive who helped lead development of the Trainium and Inferentia processors, along with senior engineers from...
Wednesday 20 August 2025
Commentary: CXMT targets HBM3 by 2026 as Trump redefines chip trade calculus

Like advanced AI processors, high-bandwidth memory (HBM) has been a target of US export curbs under former President Joe Biden. HBM...

Wednesday 20 August 2025
Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur
Apple's latest beta software has exposed code detailing upcoming processors across its product lineup, confirming some rumors while contradicting earlier reports from outlets including...
Wednesday 20 August 2025
Xiaomi strengthens smartphone presence amid modest global growth
Despite declining smartphone sales, Xiaomi maintained its top-three global smartphone ranking amid a mature market while its AIoT business maintained gross margins above 20%. Strategic...
Wednesday 20 August 2025
US seeks Intel stake without governance rights, Lutnick says
Commerce Secretary Howard Lutnick confirmed discussions between the US and Intel Corp. for the government to take a stake in the chipmaker, casting the plan as a bid to convert Chips...
Wednesday 20 August 2025
Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy
China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local...
Wednesday 20 August 2025
China unveils e-beam lithography machine with precision near ASML's High-NA EUV, but faces mass production hurdles
China has unveiled its first domestically developed commercial electron-beam lithography (EBL) tool, marking a symbolic step forward in efforts to reduce reliance on foreign semiconductor...
Wednesday 20 August 2025
Chip toolmakers diverge: AI drives windfalls, China demand fades
Half of the world's 10 largest chip equipment makers reported profit declines or markedly slower growth in the second quarter of 2025, highlighting an uneven cycle driven by booming...
Tuesday 19 August 2025
Arm reportedly hires Amazon AI exec to advance chip ambition
Chip designer Arm has hired Amazon's artificial intelligence chip director Rami Sinno as it pushes into developing its processors, Reuters reported, citing people familiar...
Tuesday 19 August 2025
Huawei data center chip stuck on outdated 5nm node, teardown reveals
A recent teardown of Huawei's new Kunpeng 930 data center processor suggests the chip may still rely on TSMC's five-year-old 5nm manufacturing node. The finding underscores how US...
Tuesday 19 August 2025
Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...