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Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Wednesday 5 March 2025
Nvidia's Blackwell bets big on AI inference despite Deepseek disruption
Since DeepSeek's open-source debut in January, its V3 and R1 models have rocked Silicon Valley, raising questions about whether high-performance AI can be built without costly GPU...
Wednesday 5 March 2025
Nvidia's AI chips enter China through third parties, posing fresh challenge for Trump
Despite stringent US export restrictions, Chinese buyers have been successfully acquiring Nvidia's cutting-edge Blackwell AI chips through unofficial channels, highlighting the persistent...
Tuesday 4 March 2025
Singapore probes potential fraud in Nvidia AI chip shipments
Singapore is investigating whether Dell Technologies Inc. and Super Micro Computer Inc. servers shipped to Malaysia housed Nvidia Corp. chips barred from China, outlining a case that's...
Tuesday 4 March 2025
TSMC may start small-volume SiPh CPO manufacturing in 2H25
TSMC's silicon photonic (SiPh) co-packaged optics (CPO) technology is progressing swiftly, with recent market speculation suggesting that related production lines are expected to...
Monday 3 March 2025
Nvidia's global chessboard: Why Singapore dropped 18% last quarter and more

Nvidia's fourth-quarter earnings for fiscal year 2025 revealed a complex global strategy, where regional performances reflect both market...

Monday 3 March 2025
GTC event sets the stage for Nvidia's AI turnaround despite forecast fumbles
Nvidia's financial outlook disappoints, missing a forecasted triple-digit year-on-year growth for the current quarter. Industry sources expect that due to the ramp-up of GB200 and...
Friday 28 February 2025
Former Intel directors warn Trump's TSMC plan would cripple US chip industry
Speculation has swirled for over a week about a potential collaboration between Intel and TSMC, igniting reactions from Intel's current and former employees. Now, four former Intel...
Thursday 27 February 2025
Dassault Systèmes CEO: European automakers struggle, US and Asia poised for growth
At Dassault Systèmes' SolidWorks and 3DEXPERIENCE World 2025 in Houston, CEO Pascal Daloz outlined his 2025 market outlook, predicting strong growth in the US and Asia despite...
Thursday 27 February 2025
Nvidia's AI empire soars: data center boom overshadows gaming dip in record 4QFY25
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like...
Thursday 27 February 2025
SK Hynix reportedly hits 70% yield in HBM4 testing
SK Hynix has reportedly reached a significant milestone in its pre-production trials by raising the yield rate of its sixth-generation high-bandwidth memory (HBM4) to 70%. This achievement...
Thursday 27 February 2025
Nvidia rides inference surge, DeepSeek buzz fuels 2H25 Blackwell Ultra launch
Nvidia is addressing skepticism about the demand for its high-end GPUs by highlighting the increased computing power required for advanced AI models like DeepSeek-R1. The company...
Thursday 27 February 2025
Nvidia's Blackwell launch propels record Q4 growth, China sales surge nearly 200%
On February 26, Nvidia released its financial results for the fourth quarter of fiscal year 2025 (February 2024 to January 2025), showcasing remarkable growth across all key metrics...
Wednesday 26 February 2025
Global server market and shipments, 2025

Introduction

Wednesday 26 February 2025
DeepSeek disrupts AI landscape, igniting edge computing, and memory demand, says Silicon Motion CEO
DeepSeek's emergence is accelerating edge AI adoption, challenging the reliance on Nvidia's ecosystem. Silicon Motion CEO Wallace Kou sees its rise as a shift in AI development strategy...