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Tuesday 19 August 2025
Taiwan nuclear referendum draws views from Nvidia supply chain leaders
Taiwan will hold a vote on August 23, 2025, regarding the extension of the Third Nuclear Power Plant (No. 3), a decision that has become a key aspect of the island's overall energy...
Tuesday 19 August 2025
Nvidia and ASIC servers drive liquid cooling expansion in ASEAN
Nvidia Corporation's GB200 server cabinets, along with cloud service providers' (CSP) servers powered by their in-house ASIC chips, are increasingly adopting liquid cooling technologies...
Tuesday 19 August 2025
China's demand for AI chips and HBM equipment persists despite uncertainty over Nvidia H20 sales
China's semiconductor industry continues to expand capacity in mature process chips while strengthening self-production of AI chips, especially as the Chinese AI sector gained momentum...
Monday 18 August 2025
Beijing reportedly pushes local chip usage as H20 sales resume in China
As Nvidia's H20 artificial intelligence (AI) chips become a focal point in US-China tech competition, Beijing is taking a cautious and increasingly assertive approach toward their...
Monday 18 August 2025
AMD CEO calls export controls noise, reveals counter-strategy
Recently, there has been widespread discussion about US President Donald Trump imposing "export taxes" on American AI chipmakers such as Nvidia and AMD for products exported to China...
Monday 18 August 2025
Tolls replace tariffs: Industry scrambles to adapt to Trump's evolving chip policy
According to recent reports, the US government will collect 15% of revenue from shipments approved for Nvidia and AMD to China, funneling these funds into the national treasury. This...
Monday 18 August 2025
SK Hynix labor dispute delays Nvidia HBM supply talks
A proposed bonus exceeding KRW100 million (US$72,000) per employee threatens to spark SK Hynix's first full-scale strike, with stalled high-bandwidth memory (HBM) supply talks heightening...
Saturday 16 August 2025
Repon expects AI server demand to drive growth in 2H25 despite currency and tax challenges
Nan Juen International (Repon), a Taiwanese server rail manufacturer, expects shipments to keep rising in the second half of 2025, with AI servers, particularly Nvidia's GB series...
Saturday 16 August 2025
AIDC wave puts AVC's liquid-cooling capacity on overdrive
Asia Vital Components (AVC) is facing overwhelming demand for liquid-cooling systems amid the AI server surge, with plants running at full capacity and orders significantly exceeding...
Saturday 16 August 2025
Nvidia reportedly confirms Rubin AI chip launch timeline as AMD reveals 2026 server challenge
Nvidia, navigating a complex mix of geopolitics and growing competition, says its next-generation Rubin AI chip remains on schedule, despite rumors of delays and new US revenue-sharing...
Friday 15 August 2025
Quanta and Foxconn ramp up ASIC server efforts as 2026 market competition intensifies
Quanta and Foxconn have both stated that shipments of AI servers using application-specific integrated circuits (ASICs) will significantly increase in 2026. The rapid growth of ASICs...
Friday 15 August 2025
China pushes back against Nvidia H20 chip exports amid US trade tensions
Chinese authorities have recently voiced concerns about the reauthorization of shipments for Nvidia Corporation's H20 AI chips, highlighting fears that these chips could be remotely...
Friday 15 August 2025
Samsung chair tipped to court Nvidia as 12-high HBM3E deal nears
Samsung Electronics is expected to supply Nvidia with its newest 12-high HBM3E memory chips, as multiple industry sources say the companies are in advanced talks over shipment volumes...
Friday 15 August 2025
Why Dell and Supermicro are targeted in US AI chip tracking push
US authorities are reportedly planting tracking devices secretly inside AI chip shipments to prevent their diversion to China.
Friday 15 August 2025
DeepSeek's R2 stalls as Huawei Ascend chips fall short of Nvidia H100's capabilities
In the 2025 AI arms race, China's DeepSeek has become both a showcase of ambition and a cautionary tale on domestic chip limitations. Founded in Hangzhou in 2023 and backed by hedge...