The US has cleared AMD and Nvidia to resume sales of AI chips to China, marking a major shift in tech trade policy. The move signals a softening stance on export controls and could...
AI server GB200 has begun volume shipments, and cloud service providers (CSPs) are ramping up demand for servers equipped with their own ASICs. Despite reciprocal tariffs and New Taiwan...
As the global telecommunications market accelerates 5G network deployment, demand for 5G customer premises equipment (CPE) continues to rise. Taiwanese networking brand D-Link has...
Malaysia has imposed new export restrictions on high-end artificial intelligence (AI) chips, including those from Nvidia, to curb potential rerouting to China. Effective immediately,...
Nvidia CEO Jensen Huang announced that the company is preparing to resume shipments of its H20 AI GPU to China, following reassurances from the US government that export licenses will...
Alpha and Omega Semiconductor (AOS) is repositioning its China strategy while simultaneously grappling with the fallout from a significant US export control violation.
E Ink Holdings and Netronix, Taiwan's electronic paper (e-paper) display manufacturers, reported roughly 30% quarter-on-quarter revenue growth in the second quarter as customers accelerated...
E-paper chip demand remained resilient in the first half of 2025, driven by steady orders and new premium products, though some customers accelerated shipments to avoid US tariffs...