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Friday 25 July 2025
SK Hynix accelerates investment for 2025 HBM boom as Samsung targets Nvidia certification in third quarter
The surge in demand for high-bandwidth memory (HBM) driven by AI servers has positioned SK Hynix as the clear leader in the HBM market, with Micron also posting strong operational...
Friday 25 July 2025
Nvidia's flagship chips pour into China via gray channels: US$1B smuggled in 3 months
Despite stricter AI chip export controls under the Trump administration, over US$1 billion worth of Nvidia's high-end GPUs have reportedly entered China through black-market channels...
Friday 25 July 2025
Trump's Nvidia breakup idea fizzles as Intel cries for intervention
At the "Winning the AI Race" summit in Washington, President Donald Trump revealed he once considered breaking up Nvidia to spur competition in the US artificial intelligence (AI)...
Friday 25 July 2025
Foxconn advances next-generation AI server development as cloud spending sustains demand
Foxconn is developing Nvidia's next-generation Vera Rubin server architecture and securing custom chip orders from cloud providers, reinforcing its market-leading position as artificial...
Friday 25 July 2025
Lip-Bu Tan’s Intel pivots harder toward austerity in latest earnings report

Intel CEO Lip-Bu Tan has launched a sweeping campaign of fiscal restraint, marking a sharp break from the ambitious expansionism of his...

Thursday 24 July 2025
xAI's significant expansion in AI computing capabilities sparks concerns over energy supply
Elon Musk's AI company, xAI, aims to exponentially increase its computing power to the equivalent of 50 million Nvidia H100 GPUs within five years. This ambitious plan raises concerns...
Thursday 24 July 2025
Trump weighed Nvidia breakup but was told it'd be 'hard'
President Donald Trump said he considered attempting to break up Nvidia to increase competition in artificial intelligence (AI) chips before finding out "it's not easy in that busi...
Thursday 24 July 2025
'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips
Nvidia's H20 chip has re-entered the Chinese market but is facing an underwhelming reception, as influential tech leaders increasingly favor local semiconductor alternatives. Zhou...
Thursday 24 July 2025
Samsung plans HBM4 comeback with advanced chip technology
Samsung Electronics is preparing a strategic challenge to SK Hynix's dominance in sixth-generation high-bandwidth memory with an ambitious technological leap that could reshape the...
Wednesday 23 July 2025
SK Group chairman meets OpenAI CEO Sam Altman to deepen AI, HBM ties
SK Group chairman Chey Tae-won recently visited OpenAI's headquarters in San Francisco for a private meeting with CEO Sam Altman, according to reports from South Korean outlets Maeil...
Wednesday 23 July 2025
This week on GeoWatch: Nvidia's H20, TSMC, and Pegatron Chair
Nvidia's H20 chip gets the green light for China after US policy shifts; TSMC breaks records and joins the trillion-dollar club; and Taiwan's tech community quietly backs a grassroots...
Wednesday 23 July 2025
Samsung reportedly adopts long-term strategy for 2nm process to compete with TSMC
Samsung Electronics plans to begin mass production of its 2nm semiconductor process in the second half of 2025. Although reports indicate that Samsung is currently trailing TSMC in...
Wednesday 23 July 2025
Nvidia's Jensen Huang holds private talks with founder of Chinese AI startup MiniMax during Beijing visit
Nvidia CEO Jensen Huang met privately with Yan Junjie, the founder of Chinese AI startup MiniMax, during his recent visit to Beijing, marking a rare and closely watched interaction...
Wednesday 23 July 2025
Taiwan VP weighs in on US tariff threat
Taiwanese Vice President Bi-khim Hsiao has expressed her stance on the US imposition of Section 232 tariffs for the first time, pointing out that the US and Taiwan ultimately have...
Tuesday 22 July 2025
Aurotek director bets on humanoid robots becoming 'one per person or more'
Following the recent short-term disruption caused by Tesla's temporary halt in humanoid robot production, Nvidia CEO Jensen Huang recently highlighted at the China International Supply...