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Wednesday 27 August 2025
China-based Cambricon posts surging 1H25 revenue as local AI chip demand soars
Chinese AI chip developer Cambricon Technologies reported a sharp turnaround in its first-half 2025 results, driven by booming demand for AI computing power.
Tuesday 26 August 2025
China reportedly enforces blanket halt on Nvidia H20, leaving AI revenue in doubt
Investment bank Jefferies Group LLC has warned in a memo that China has imposed a sweeping ban on Nvidia's H20 AI GPUs, blocking domestic companies from placing any new orders for...
Tuesday 26 August 2025
Malaysia advances IC design ambitions with launch of MARS1000 edge AI chip
Malaysia has launched its first locally designed edge AI processor, the MARS1000, developed by SkyeChip Sdn Bhd. Unveiled at the Malaysia Semiconductor Industry Association Merdeka...
Tuesday 26 August 2025
Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Tuesday 26 August 2025
VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China
China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC...
Monday 25 August 2025
Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China
The H20 chip faces resistance from the Chinese government, with reports indicating that Nvidia has requested its supply chain partners to halt production of the H20. However, Nvidia...
Monday 25 August 2025
Intel's AI chip comeback: 2nm Jaguar Shores to rival Nvidia
Intel is reportedly leveraging its 2nm Intel Foundry process to develop artificial intelligence (AI) semiconductors, positioning itself to compete against industry leaders such as...
Monday 25 August 2025
Baidu's Kunlunxin's US$140 million AI chip order from China Mobile fuels face-off with Nvidia
China's push to challenge Nvidia in AI chips is accelerating, with Baidu's Kunlunxin winning a US$140 million order from China Mobile. Alongside Huawei's Ascend processors and Cambricon's...
Monday 25 August 2025
Nvidia reportedly pushes Samsung to step up HBM4 production
Nvidia executives have reportedly urged Samsung Electronics to prioritize production of sixth-generation high-bandwidth memory (HBM4) rather than fifth-generation 12-layer HBM3 during...
Saturday 23 August 2025
Rebellions takes on Nvidia with Saudi expansion, Aramco partnership
South Korean AI chip startup Rebellions has opened a subsidiary in Riyadh, making it the first Korean AI semiconductor company to establish a local unit in Saudi Arabia, according...
Friday 22 August 2025
TSMC keeps Japan in focus with 2nd Kumamoto fab set to break ground in 2025
TSMC board member Paul Liu confirmed the chipmaker will break ground on a second fab in Kikuyo, Kumamoto Prefecture, in 2025 as scheduled, rejecting speculation that Japan's role...
Friday 22 August 2025
Nvidia reportedly orders halts H20 chip production amid China market backlash
Nvidia's H20 AI chip, once expected to anchor its sales in China, now faces an uncertain future as reports surface of halted production orders amid Beijing's push for local alternatives...
Wednesday 20 August 2025
Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
Wednesday 20 August 2025
Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy
China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local...
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...