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Thursday 31 July 2025
Samsung-Tesla AI chip deal: a potential four-way win for all?
Samsung's major AI chip contract with Tesla has sparked heated discussions, with Elon Musk pledging to personally step in to help Samsung improve production efficiency while hinting...
Thursday 31 July 2025
Arm CEO signals strategic shift, considers in-house chips

Arm Holdings is charting a bold new course by exploring the development of its own chipsets,...

Thursday 31 July 2025
MediaTek's product engine hums; 3Q forecast shows cracks from FX drag, front-loaded demand
MediaTek reported solid second quarter 2024 performance during its July 30 earnings call, with CEO Rick Tsai highlighting strong demand for edge AI system-on-chips (SoCs) and high-speed...
Thursday 31 July 2025
MediaTek's three strategic pillars to drive 2026 growth
At MediaTek's earnings call, aside from presenting their outlook for the third quarter, the Q&A session demonstrated that the market is most interested in the company's three...
Thursday 31 July 2025
Arm-based chips set to capture nearly half of hyperscaler AI market in 2025, says CEO
Arm's AI-focused strategy continues to gain traction, with record royalty growth and increasing demand for its data center and edge computing platforms.
Thursday 31 July 2025
China launches AI governance plan to counter Trump's strategy
Just days after US President Donald Trump unveiled "America's AI Action Plan," aimed at boosting the country's global leadership in artificial intelligence, China unveiled its own...
Wednesday 30 July 2025
From substrate to system: A deep dive into Nvidia's CoWoP packaging shift
As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have...
Wednesday 30 July 2025
IC designers expect limited impact of Section 232 investigations
The US Department of Commerce (DOC) is set to announce the results of the Section 232 investigations within the next two weeks, a potential cornerstone event for chip tariffs. The...
Wednesday 30 July 2025
Tesla AI chip deal marks dawn of Samsung's foundry comeback
Samsung Electronics has landed a next-generation AI chip order from Tesla, a deal seen as a potential inflection point for its lagging foundry business. The deal involves Tesla's...
Wednesday 30 July 2025
Samsung likely to ramp Tesla chip production in 2028 and peak in 2029-2032, says DIGITIMES analyst
DIGITIMES analyst Luke Lin says Samsung's Tesla deal marks a pivotal entry into the US advanced foundry market. He projects AI6 high-volume production from 2028, with peak...
Wednesday 30 July 2025
US AI Action Plan sparks criticism from China over technological rivalry
The US recently introduced its AI Action Plan, featuring about 90 recommendations to guide AI development. Chinese experts strongly criticize it, viewing the plan not just as a technical...
Wednesday 30 July 2025
Samsung's in-house chips get another shot with Galaxy S26 if 2nm yields deliver
Rising Qualcomm chip prices and improving Exynos yield rates have prompted Samsung to consider using its in-house Exynos 2600 in the 2026 Galaxy S26 base model. South Korean industry...
Wednesday 30 July 2025
An Optoelectronics veteran's journey to reshape biomedicine's future
Backlight module manufacturer Darwin Precisions has invested in MicroDoctor Biomedical, a company founded in June 2024 that focuses on microneedle patch technology and biosensor system...
Tuesday 29 July 2025
Samsung-Tesla US$16.5 billion chip pact ignites Texas fab push; Musk hints at expansion
Samsung Electronics will produce 2nm chips for Tesla, targeting use in the automaker's supercomputers, autonomous vehicles, and humanoid robots. The chips will be manufactured at...
Tuesday 29 July 2025
Intellifusion's stealth mission: AI chips in every device by 2030
Ahead of the 2025 World Artificial Intelligence Conference (WAIC), Shenzhen Intellifusion Technologies Co. launched a comprehensive portfolio of AI inference products, including the...