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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...
Friday 15 August 2025
Thinking Electronic stands to grow in Nvidia's 800V AI server era
As artificial intelligence pushes data center power demands to unprecedented levels, Nvidia is leading a power architecture revolution by adopting 800-volt high-voltage direct current...
Thursday 14 August 2025
Nvidia’s 800V push powers GaN boom; Micro Silicon leads in testing
Following Nvidia's announcement to initiate a revolution in AI server power technology, with plans to fully implement 800V high-voltage direct current (HVDC) power architecture designs...
Thursday 14 August 2025
Rubin testing supply chain takes shape: Taiwanese firms invest heavily in AI accelerator opportunities
With Nvidia's Rubin GPUs powering the next generation of AI servers scheduled to enter the market in the second half of 2026, recent developments show an accelerated expansion in...
Thursday 14 August 2025
Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...
Wednesday 13 August 2025
China orders Alibaba, ByteDance to stop buying Nvidia H20 chips as tech tensions escalate
China's growing mistrust of Nvidia's H20 GPU is spilling into open confrontation, with regulators ordering leading internet firms, including Alibaba and ByteDance, to suspend orders...
Wednesday 13 August 2025
Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...
Wednesday 13 August 2025
Zhen Ding bullish on CoWoP despite long road to mass production
Nvidia is reportedly collaborating with its supply chain to develop an advanced packaging architecture called Chip-on-Wafer-on-PCB (CoWoP) for its Rubin GPU platform. This new design...
Wednesday 13 August 2025
TSMC GaN exit prompts Navitas to shift orders to PSMC for Nvidia AI servers
TSMC will exit the gallium nitride wafer foundry business within two years, a move that has prompted US chipmaker Navitas Semiconductor to redirect its orders to Powerchip Semiconductor...
Wednesday 13 August 2025
Humanoid robots gain momentum, but hardware costs hold back mass adoption, says DIGITIMES
When Nvidia framed the next wave of AI as "physical AI," it helped ignite a surge of interest in humanoid robots, accelerating development efforts worldwide. Yet, according to DIGITIMES'...
Wednesday 13 August 2025
US export levy targeting Nvidia and AMD may expand to other semiconductor firms
The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...
Wednesday 13 August 2025
Trump’s 15% Nvidia chip levy hints at new trade game
US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions...
Wednesday 13 August 2025
Two Chinese robot firms join Nvidia to drive ‘physical AI’ boom
As AI shifts from the "information space" into the physical world, China's leading robotics firms Unitree Robotics and Beijing Galbot are strengthening ties with Nvidia to speed the...
Tuesday 12 August 2025
Inside Beijing's quiet campaign to sideline Nvidia's H20 AI chips

China has told domestic companies to steer clear of Nvidia's H20 processors, particularly for government and national security projects,...