South Korean media report that SK Hynix and Samsung Electronics have reduced their reliance on China over the past seven quarters. SK Hynix's China revenue dropped from 30% to 24%,...
AMD inaugurated an R&D center in India while affirming its commitment to invest the US$400 million announced in 2023. The company is building two supercomputers in India specifically...
Nvidia's next-gen Blackwell chips, launched in November, are gearing up for a production surge starting in early 2025. Strong demand for Hopper and GB200 models has already outstripped...
The US is reportedly poised to implement new restrictions on semiconductor exports to China, potentially affecting around 200 Chinese chip firms. The move could strengthen Taiwan's...
STMicroelectronics (STM) has revised its growth targets amid persistent weak demand for chips used in automotive and industrial applications. During its Capital Markets Day in Paris,...
Huawei is reportedly advancing its plans to mass-produce the Ascend 910C AI chip in the first quarter of 2025, even as the company grapples with extremely low wafer yields. Simultaneously,...
STMicroelectronics unveiled a strategic partnership with China's Hua Hong Semiconductor, with a plan to commence production of 40nm process MCUs in Shenzhen by the end of 2025. STMicroelectronics...
According to findings from China's semiconductor think tank, ICwise, the US Department of Commerce's (DOC) recent sanctions differ slightly from previous measures.
Nvidia reported a net profit of US$19.3 billion for the third quarter of the fiscal year 2025, marking a remarkable year-over-year increase of 109%. However, the gross margin of 74.6%...
At its 2024 Investor Day, Qualcomm unveiled its latest five-year outlook, highlighting growth expectations for automotive and PC sectors as part of its non-mobile market expansion...
A consensus has emerged among IC design companies during recent earnings calls, with all players expressing positive evaluations for their 2025 outlook. Growth momentum is widely...
MediaTek is intensifying its efforts to challenge Qualcomm's dominance in India's premium 5G market. As the company gains traction with Chinese smartphone manufacturers for their...
Peripheral chip vendors have received a boost from Nvidia's announcement that it is accelerating shipments for its next-generation Blackwell platform, alleviating earlier concerns...
TSMC plans to more than double its CoWoS packaging production capacity to meet the surging AI server demand in 2025. Industry sources indicate that Nvidia will consume up to 60% of...
