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Thursday 20 March 2025
Shifted Chinese orders to boost Taiwan OSAT revenue starting 2Q25
The consequences of the US BIS whitelist transfer have led to a surge in orders from China-based IC design firms, which will enhance the sales performance of associated Taiwan-based...
Thursday 20 March 2025
SoftBank's US$6.5B Ampere takeover: power play in AI chips with Arm
SoftBank Group is acquiring US-based chip designer Ampere Computing LLC for US$6.5 billion in cash, expanding its AI semiconductor portfolio. SoftBank's acquisition of Santa Clara-based...
Thursday 20 March 2025
China's EDA power play: Empyrean Technology acquires Xpeedic in strategic semiconductor M&A
On March 17, 2025, China's leading EDA software company, Empyrean Technology, announced plans to acquire a majority stake in Shanghai-based Xpeedic Technology, a provider of EDA and...
Thursday 20 March 2025
Huawei turns to SMIC's 7nm for Kirin X90 PC chip, cutting ties with Intel and Microsoft
Huawei Technologies is strengthening its independence in personal computing, accelerating chip development to reduce reliance on US hardware and software. The company's latest PC...
Thursday 20 March 2025
Samsung's HBM3E reportedly receives high marks during Nvidia audit
Samsung Electronics' fifth-generation HBM3E received satisfactory scores during Nvidia's recent audit and is expected to pass Nvidia's quality certification as early as June, according...
Thursday 20 March 2025
OpenAI's first Stargate site to hold up to 400,000 Nvidia chips
The first data center complex for OpenAI's US$100 billion Stargate infrastructure venture will have space for as many as 400,000 of Nvidia's powerful AI chips — an amount that,...
Thursday 20 March 2025
Nvidia GTC 2025 reveals future of AI chips: shift to liquid cooling will become more apparent

At Nvidia's annual GTC conference, CEO Jensen Huang outlined the company's plans for its next-generation AI chips, including the Blackwell...

Thursday 20 March 2025
Infineon plans to double workforce in India by 2030
German semiconductor company Infineon Technologies is planning to double its workforce in India to 5,000 employees by 2030, with a significant emphasis on R&D. Currently, the...
Thursday 20 March 2025
Nvidia's GB200 faces early retirement, GB300 set for smoother launch
Despite recent manufacturing improvements, Nvidia's GB200 NVL72 AI server cabinet may become the "shortest-lived" in the company's history, according to industry observers. The cabinet,...
Thursday 20 March 2025
China scales up DeepSeek AI inference clusters; Huawei Ascend takes lead
Since emerging in mid-January 2025, DeepSeek has rapidly reshaped the AI landscape. As its presence grows into a second month, OpenAI has escalated its opposition—first threatening...
Thursday 20 March 2025
Nvidia expands edge AI reach while navigating complex industry partnerships
Global chip giant Nvidia is extending its AI dominance beyond cloud computing into edge AI markets, announcing at GTC 2025 collaborations with Cisco and T-Mobile to develop AI-native...
Thursday 20 March 2025
Nvidia's SiPh leap sets pace, signals industry shift
Nvidia's preparedness to use silicon photonics (SiPh) technology signifies its swift integration into the cloud AI sector in a short period. Partners, including Broadcom, Marvell,...
Thursday 20 March 2025
GTC 2025: Taiwan's Nvidia supply chain thrives amid Jensen fever
The Nvidia GTC, widely regarded as the world's premier AI conference, reached unprecedented heights in 2025, with CEO Jensen Huang at the center of the frenzy.
Wednesday 19 March 2025
Empyrean to acquire fellow Chinese EDA firm
Chinese electronic design automation (EDA) company Empyrean Technology has announced plans to buy its counterpart Xpeedic through the issuance of new shares and cash.
Wednesday 19 March 2025
Commentary: Governor Hobbs' visit to Avnet APAC spotlights evolving semiconductor supply chains
Arizona Governor Katie Hobbs recently led a delegation to Taiwan, focusing on the enhancement of the semiconductor supply chain. The session included discussions with key officials...