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Wednesday 30 July 2025
EU launches EUR30B AI gigafactory plan to catch up in AI computing power
Facing competition from the US and China in artificial intelligence (AI), the European Union (EU) has initiated a massive EUR30 billion (approx. US$34.7 billion) GW-scale AI factory...
Tuesday 29 July 2025
Nvidia scrambles back to TSMC as China H20 demand outstrips supply
The US has eased export restrictions on Nvidia's H20 GPUs to China as part of wider talks tied to rare earth magnet controls, but the move has failed to meet soaring demand from Chinese...
Tuesday 29 July 2025
Delta Electronics' new Taiwan smart factory hub to expand Nvidia AI tie-up
Delta Electronics inaugurated its new Smart Manufacturing Innovation Center on July 25, 2025, a comprehensive facility designed to support the global shift toward decentralized production...
Monday 28 July 2025
Apple reportedly evaluates Intel 14A process; Nvidia expresses interest in trial production
As US chip giant Intel CEO Lip-Bu Tan openly stated that the company may consider terminating its 14A process node plan if it cannot secure effective external client orders, Intel's...
Monday 28 July 2025
Analysis: Tesla's US$16.5b chip deal gives Samsung major lift in 2nm race against TSMC
Tesla has signed a 7.5-year, US$16.5 billion contract with Samsung to produce its next-generation A16 chip using Samsung's 2nm process at its Texas facility. The deal represents a...
Monday 28 July 2025
Huawei debuts Nvidia's supernode rival at WAIC 2025 as local firms display advanced intelligent computing solutions
The 2025 World Artificial Intelligence Conference (WAIC) opened on July 26 at the Shanghai Expo Center, highlighting the latest advancements in intelligent computing. Among the many...
Sunday 27 July 2025
Missed connection with Nvidia haunts Samsung as Lee Jae-yong marks 1000 days of leadership
Samsung Electronics Chairman Lee Jae-yong recently marked his 1,000th day in office, a tenure that Korean media describes as filled with challenges and crises. Even though Lee officially...
Saturday 26 July 2025
In China's EV war, Huawei quietly takes the wheel

When Jensen Huang, the CEO of global tech titan Nvidia, publicly praised Huawei as a "formidable competitor" and acknowledged its strengths...

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...