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Friday 20 June 2025
NIO spins off chip division, wants slice of Nvidia's AI pie

NIO has launched a new chip design subsidiary — Anhui Shenji Technology — in a strategic move to become a full-stack provider...

Friday 20 June 2025
Micron challenges South Korean rivals with SOCAMM breakthrough and PTI support
As competition intensifies in the high-end memory market, Micron has taken the lead over South Korean competitors by becoming the first memory supplier for Nvidia's next-generation...
Friday 20 June 2025
Nvidia's Asia hub in Taiwan sparks calls for open-source investment to boost local talent
Nvidia plans to open its Asia headquarters in Taipei's Beitou-Shilin Science Park and launch a major hiring push, CEO Jensen Huang said at COMPUTEX 2025. The move underscores intensifying...
Friday 20 June 2025
Switch 2 shifts to Samsung as Nvidia pressures TSMC on pricing
Nintendo's long-awaited Switch 2 officially launched on June 5 and has sold like hotcakes across Japan, South Korea, the US, and other key markets. Strong sales momentum has reportedly...
Thursday 19 June 2025
New front opens in CPO, SiPh race: TSMC and Taiwanese supply chain in the lead
Surging demand for AI compute is driving global investment in GPUs, ASICs, and next-generation datacenter infrastructure. As conventional electronic interconnects fall short of meeting...
Thursday 19 June 2025
Nvidia CEO cautions US: China's AI momentum won't be stopped by sanctions
In recent interviews, Nvidia CEO Jensen Huang has repeatedly invoked the names "China" and "Huawei," sounding an increasingly urgent alarm about the pace of China's AI progress. If...
Thursday 19 June 2025
Nvidia Rubin accelerates SK Hynix's lead in HBM4 supply race
As Nvidia prepares to begin supplying samples of its next-generation AI accelerator "Rubin," industry sources report that SK Hynix is accelerating shipments of sixth-generation high-bandwidth...
Thursday 19 June 2025
Nvidia's NVL72 's new rival in town: Huawei flips the script with CloudMatrix 384
Huawei's CloudMatrix 384 supernode, powered by its Ascend 910 series AI processors, is positioning itself as a viable challenger to Nvidia's newly launched GB200 NVL72, despite trailing...
Thursday 19 June 2025
Huawei supernode neck-and-neck against Nvidia's, but supply chain risks loom

Huawei's new in-house constructed AI system, the CloudMatrix 384 supernode, integrated with its new AI accelerator and a rack-scale architecture...

Wednesday 18 June 2025
Nvidia's arrival in Taipei sparks AI hub makeover for expo hall
Nvidia has selected Taipei as the site of its first overseas research and operations headquarters, a move that has stirred both excitement and concern within Taiwan's tech industry...
Wednesday 18 June 2025
Trump tightens China chip curbs as Nvidia's H20 faces new export limits
The US expanded semiconductor restrictions to include Nvidia's H20 chip, previously the only compliant AI processor available to Chinese buyers, as the Trump administration deepens...
Wednesday 18 June 2025
NVLink stays gated; UALink, ASIC contenders step up
Nvidia's selective opening of its NVLink interconnect technologies to partners is drawing scrutiny from across the semiconductor supply chain. While pitched as a collaborative gesture,...
Wednesday 18 June 2025
Nvidia's debut at China supply chain expo to signal market commitment amid G2 tensions
The third China International Supply Chain Expo (CISCE) will be held from July 16 to 20, 2025, featuring over 230 new exhibitors, including Nvidia, which will debut at the event....
Wednesday 18 June 2025
Nvidia to unveil new China-bound downgraded AI chips after H20 export ban
Nvidia CEO Jensen Huang said the company will no longer include China in its official forecasts, signaling a pivotal shift in how the US chip giant navigates the intensifying tech...
Tuesday 17 June 2025
Singapore sharpens sovereign AI edge as global competition intensifies
The artificial intelligence (AI) wave led by Nvidia has continuously driven rapid development in data centers and advanced semiconductor supply chains in recent years. As Nvidia CEO...