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Wednesday 6 August 2025
Innoscience wins Nvidia nod, loses German patent fight
China's leading GaN semiconductor firm, Innoscience, is at the center of a high-stakes global confrontation that intertwines geopolitics, patent disputes, and market strategy. In...
Wednesday 6 August 2025
China probes H20 backdoor: Nvidia denies allegations, affirms consent
China's People's Daily has issued a sharp warning over national security risks tied to Nvidia's H20 AI chip, following reports of possible backdoor vulnerabilities. The commentary...
Wednesday 6 August 2025
SK Hynix tops Samsung in 2Q25 on Nvidia-fueled HBM surge

SK Hynix overtook Samsung Electronics in global memory chip revenue for the first time in the second quarter of 2025, powered by its...

Tuesday 5 August 2025
US doubles down on chip tracking as China flags Nvidia 'backdoor' fears
As US–China tech tensions deepen, a senior US official said the Trump Administration is pushing to embed advanced tracking features into semiconductors to prevent Nvidia and...
Tuesday 5 August 2025
AI servers reorder EMS power rankings as Apple reliance falters
In the first half of 2025, the global top 20 EMS/ODM rankings showed a decisive shift, with companies linked to AI server assembly climbing the ranks, while those reliant on consumer...
Tuesday 5 August 2025
Nvidia launches 800V HVDC architecture with 18 key industry partners
Nvidia recently unveiled plans for its 800V high-voltage direct current (HVDC) data center power infrastructure, sparking market interest following the release of a partial list of...
Tuesday 5 August 2025
Nvidia partner Hon Hai to expand AI server assembly in the US
Hon Hai Precision Industry Co. has agreed to sell an EV plant in Ohio for US$375 million, under an arrangement in which the Taiwanese company aims to shift toward assembling AI servers...
Monday 4 August 2025
Exclusive: Broadcom exec weighs in on Nvidia's NVLink strategy and silicon photonics future
The Open Compute Project APAC Summit (OCP APAC) will officially open in Taipei in early August 2025. American IC design giant Broadcom, which holds a critical position in cloud AI...
Monday 4 August 2025
Nvidia reportedly seeks new Hsinchu site for SiPh module testing amid growing demand
The long-rumored Nvidia Taiwan headquarters was finalized at the end of May 2025, with CEO Jensen Huang personally announcing its location in the Beitou-Shilin Technology Park (BSTP),...
Sunday 3 August 2025
Taiwan advances silicon photonics as global market heads toward US$7.8 billion by 2030
Taiwan is positioning itself in the growing silicon photonics market through government investment and university research partnerships, as the technology becomes critical for artificial...
Friday 1 August 2025
The chip nobody talks about: US and China's hidden agendas behind H20's silent comeback
Nvidia's H20 chips were recently cleared for export to China again, but industry reactions vary. Some companies are actively stockpiling out of concern that renewed tensions between...
Thursday 31 July 2025
China probes Nvidia over H20 chip "backdoor" risks, casting shadow on future sales
Chinese regulators have summoned Nvidia to address mounting concerns that its H20 artificial intelligence chip may contain backdoor vulnerabilities and tracking features, in a move...
Thursday 31 July 2025
MediaTek's product engine hums; 3Q forecast shows cracks from FX drag, front-loaded demand
MediaTek reported solid second quarter 2024 performance during its July 30 earnings call, with CEO Rick Tsai highlighting strong demand for edge AI system-on-chips (SoCs) and high-speed...
Thursday 31 July 2025
AI and ASIC servers drive soaring demand for BBUs amid rising power consumption
The rapid increase in power consumption by AI servers is fueling a surge in demand for backup battery units (BBUs). Market expectations indicate that key Taiwanese players such as...
Wednesday 30 July 2025
From substrate to system: A deep dive into Nvidia's CoWoP packaging shift
As artificial intelligence and high-performance computing enter a phase of explosive growth, the limitations of traditional chip manufacturing and the slowing of Moore's Law have...