Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...
At Computex 2025, Nvidia CEO Jensen Huang quipped, "The more you buy, the more you save" — a punchline that underscored the escalating arms race in AI infrastructure. According...
Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven...
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents...
Hanmi Semiconductor has secured a major supply agreement with Taiwan's ASE Technology Holding Co., marking another strategic win in its global expansion drive. Under the contract,...
Nvidia Corp. today reported robust financial results for its first quarter of fiscal 2026, with revenue reaching US$44 billion, a 69% increase year-over-year. However, the company...
Huawei's HiSilicon and Lenovo have reignited global debate over China's semiconductor ambitions by launching AI PCs and tablets powered by 5nm chips, despite the country's lack of...
Samsung Electronics' foundry division is making strides following its successful acquisition of Nintendo's 8nm process orders. The division, led by Jinman Han, is now actively pursuing...
The impending semiconductor chip tariff policy continues to cause concern. The semiconductor supply chain believes that if US President Donald Trump insists on imposing tariffs, it...
At Computex in Taipei, Lokwon Kim, founder and CEO of the Korean semiconductor company DEEPX, shed light on his company's robust capabilities in designing high-performance AI chips...
Xiaomi executives emphasized a patient, long-term strategy for self-developed chips during the company's first-quarter 2025 earnings call held on May 27. Partner and president Lu...
TSMC will open a new design center in Munich in the third quarter of 2025, strengthening its footprint in Europe and supporting the region's push for greater semiconductor self-sufficiency...
A study commissioned by Qualcomm Inc. found that its modem chips worked better than a rival component developed by Apple Inc., especially for cellular customers in dense urban area...
In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement...
ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5...
