China IC design firm Rockchip is facing an open-source licensing dispute after GitHub reportedly froze code repositories linked to its projects, drawing attention across the semiconductor...
The smartphone market has been sluggish since the Lunar New Year holiday and into the traditional off-season. Prices for smartphone panels across various technologies have declined...
Advanced Micro Devices (AMD) and Meta have entered into a multi-year agreement to deploy up to 6 gigawatts of AMD Instinct GPUs to power Meta's next-generation AI data centers, marking...
Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....
Intel has opted for a multi-year collaboration and minority investment in SambaNova Systems rather than a full acquisition, signaling a more capital-disciplined approach as it seeks...
Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...
AI and high-performance computing chip demand continue to expand, keeping TSMC's CoWoS capacity tight into 2026. The supply constraint is pushing Taiwan's major OSAT providers, including...
Texas Instruments reported mixed results for the fourth quarter of 2025, with year-on-year growth supported by industrial and data center demand but sequential declines across most...
Texas Instruments is approaching the end of a six-year capex expansion after spending US$4.6 billion in 2025, and plans to cut 2026 investment to US$2 billion–US$3 billion as...
Tesla CEO Elon Musk has amplified recruitment of South Korean semiconductor talent via social media, deepening competition for engineers as global tech firms increasingly target the...
Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...
Nvidia and Meta recently announced a multi-year strategic partnership under which Meta will procure and deploy millions of Nvidia chips. The deal covers not only the current Blackwell...
Just ahead of the launch of Nvidia's next-generation GPU Vera Rubin, market sources indicate that the company will differentiate high-bandwidth memory (HBM) suppliers based on product...
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