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Friday 18 July 2025
Nvidia's return to China faces trust deficit as domestic rivals gain ground
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...
Friday 18 July 2025
US greenlights Nvidia, AMD chip sales to China— Is Trump setting up for grand bargain?
Three months after the US abruptly halted shipments of downgraded AI chips to China in April, Nvidia CEO Jensen Huang returned to the country in mid-July to announce that Washington...
Friday 18 July 2025
South Korea steps up investment in iLED eyeing global leadership
South Korea has pledged an investment of approximately US$350 million to develop next-generation inorganic LED (iLED) technology by 2032 to maintain the country's leadership in the...
Friday 18 July 2025
Trump's Nvidia and EDA reversal sparks policy hope for TSMC, ASML, and Apple
In a stunning about-face that has left the tech industry reeling, US President Donald Trump has abruptly lifted export restrictions on H20 AI chips to China—effectively erasing...
Friday 18 July 2025
MediaTek's C-X1 takes market by storm to fuel 2026 revenue
MediaTek has collaborated with NVIDIA since 2023 in developing automotive chips, and the partnership since then has extended into various application fields. Their new C-X1 chip is...
Thursday 17 July 2025
ASML ships first High-NA EUV tool; Intel takes lead as TSMC, Samsung hold back
ASML posted stronger-than-expected second-quarter 2025 earnings and projected a 15% jump in revenue for 2025 while maintaining a robust gross margin forecast of around 52%. However,...
Thursday 17 July 2025
TSMC 2Q25 profit surges 60.7% on robust demand for 3nm, 5nm chips
Taiwan Semiconductor Manufacturing Company (TSMC) posted strong second-quarter results, with profit soaring 60.7% year-over-year to NT$398.27 billion (US$12.59 billion), driven by...
Thursday 17 July 2025
DeepSeek stumbles as user growth slows and R2 delay drags on; Nvidia H20 restart offers a lifeline
Once hailed as China's rising AI star, DeepSeek is now facing a period of waning momentum. However, the company's founder and CEO, Liang Wenfeng, might soon benefit from an expected...
Thursday 17 July 2025
H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's...
Thursday 17 July 2025
H20 reenters China: lifeline for AI startups, blow to GPU sovereignty
Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market,...
Thursday 17 July 2025
Uncertainty still clouds H20 relaunch in China despite resumed sales, says Jensen Huang
On July 16, Nvidia founder and CEO Jensen Huang held a lengthy interview with over 30 Chinese media outlets in Beijing, addressing issues ranging from the recent resumption of H20...
Thursday 17 July 2025
Huawei's AI chip expansion into SEA and the Middle East likely limited to sanctioned markets
Recent market rumors suggest that Huawei has begun supplying small quantities of its own AI chips to potential customers in Southeast Asia and the Middle East as a trial. Many observers...
Thursday 17 July 2025
Nvidia's H20 chips see surge in Chinese orders as Jensen Huang returns to Beijing
The China International Supply Chain Expo (CISCE) in Beijing, China, was held on July 16, 2025, with the attendance of Nvidia CEO Jensen Huang becoming the main attraction. During...
Thursday 17 July 2025
ASML sees easing of export rules as ecosystem boost despite China backlog cut
In an earnings call on July 16, ASML said the loosening of export restrictions on AI chips and design tools for China is a positive sign for the global semiconductor ecosystem. While...
Thursday 17 July 2025
Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?
While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...