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Thursday 26 February 2026
Nvidia constrained in China as local AI players strengthen market position
Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
Wednesday 25 February 2026
Chinese IC design house hit by open-source license dispute after GitHub freezes code
China IC design firm Rockchip is facing an open-source licensing dispute after GitHub reportedly froze code repositories linked to its projects, drawing attention across the semiconductor...
Tuesday 24 February 2026
Nokia licensing ruling blocks Asus and Acer online sales in Germany
Court injunctions over HEVC licensing have forced Asus and Acer to suspend direct sales and restrict German websites, spotlighting patent compliance risks for PC makers.
Monday 23 February 2026
Nokia patent suit triggers Germany sales ban on Acer and Asus PCs
Nokia recently initiated a patent lawsuit against Acer and Asus, obtaining an injunction from a German court that temporarily banned the sales of certain notebook and desktop products...
Wednesday 11 February 2026
Analysis: Arm pivots to data centers as smartphones slump
Arm reported record revenue in its fiscal third quarter of 2026. The UK-based semiconductor IP company is navigating ongoing smartphone market headwinds while shifting its growth focus...
Thursday 5 February 2026
Arm pushes compute subsystems as chip design complexity grows
Arm Holdings executives highlighted a growing focus on integrated compute subsystems during the company's latest earnings call, as rising chip design complexity reshapes customer requirements...
Thursday 5 February 2026
Memory shortage weighs on Qualcomm, Arm as smartphone chip sales slow

Arm Holdings reported fiscal third-quarter revenue growth of 26% from a year earlier, supported by gains in licensing and royalties, while...

Thursday 5 February 2026
Arm faces investor scrutiny as licensing miss collides with smartphone cost pressures

Arm Holdings shares fell approximately 8% in extended trading on February 4 after the chip IP provider reported the third-quarter fiscal 2026 licensing...

Thursday 29 January 2026
VIS licenses GaN technology from TSMC to boost power device development
Vanguard International Semiconductor (VIS) has signed a licensing agreement with Taiwan Semiconductor Manufacturing Company (TSMC) for high-voltage (650V) and low-voltage (80V) gallium...
Wednesday 21 January 2026
OpenAI sets 2026 as year for practical AI adoption, eyes hardware debut and new revenue streams
OpenAI has designated 2026 as a year for "practical adoption" of AI, signaling a strategic push to accelerate AI deployment across high-value sectors such as healthcare, scientific...
Tuesday 20 January 2026
Musk moseys into encyclopedia arena as Wikipedia multiplies AI data partnerships
Wikipedia is marking its 25th anniversary by broadening its paid data licensing partnerships with major AI companies, disclosing its list of collaborators publicly for the first time...
Thursday 1 January 2026
Commentary: Nvidia's Groq deal reshapes semiconductor industry in 3 key ways
The biggest recent news in AI chip development is Nvidia's non-exclusive technology licensing agreement with Groq. Nvidia invested US$20 billion to acquire Groq's technology license...
Monday 29 December 2025
Analysis: Nvidia builds capital moat to lock in CUDA era
After briefly approaching a US$5 trillion market capitalisation, Nvidia spent 2025 deploying capital at an unprecedented pace, backing Groq, OpenAI, Nokia, Synopsys, and Intel through...
Monday 29 December 2025
Nvidia-Groq deal rattles South Korean chip startups
Nvidia has accelerated its expansion into artificial intelligence inference by signing a non-exclusive licensing agreement with startup Groq. The deal gives Nvidia access to specialized...
Friday 19 December 2025
UK court grants Acer, Asus, Hisense interim license in Nokia patent dispute
Taiwanese tech giants Acer and Asus, along with Chinese home appliance and display leader Hisense, won a favorable ruling from London's High Court in their global litigation against...