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    NEWS TAGGED CHIPS
    Friday 29 August 2025
    AI demand and state backing lift China's semiconductor rally

    Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping...

    Thursday 28 August 2025
    Analysis: Meta's US$10B Google Cloud deal highlights reliance amid chip and AI struggles
    Meta Platforms has reportedly signed a six-year agreement worth US$10 billion with Google Cloud, marking an unprecedented partnership between two dominant companies in digital advertising...
    Thursday 28 August 2025
    Google's new TPU Ironwood delivers leap in computing power, integrating 9,216 chips
    The AI infrastructure arms race is escalating at an unprecedented pace. At Hot Chips 2025, Google unveiled more details about its next-generation TPU platform, Ironwood, and how it...
    Thursday 28 August 2025
    CoWoP packaging takes on TSMC’s CoWoS, pressures CoPoS in AI chips
    Advanced packaging technologies are evolving at breakneck speed, with attention now shifting beyond wafer-level processes to panel and printed circuit board (PCB) platforms. A new...
    Thursday 28 August 2025
    Broadcom's 'open philosophy' tested: VMware-Nvidia alliance contrasts with chip rivalry
    Broadcom, the ASIC powerhouse often cast as Nvidia NVLink's chief rival, hosted the VMware Explore conference in the US this week.
    Thursday 28 August 2025
    Nvidia warns on China H20 sales, clarifies Singapore billing
    Nvidia faces uncertainty over H20 chip shipments to China despite strong second-quarter results
    Thursday 28 August 2025
    China’s cities outpace Beijing in AI chip race, setting steeper targets than the state
    On August 25, Nikkei Asia reported that Shanghai aims to raise the domestic semiconductor share in AI and data center operations to more than 70% by 2027. Guizhou's Guiyang, in the...
    Wednesday 27 August 2025
    Nvidia's CoWoP PCB architecture targets ABF substrates but faces warpage risk
    Nvidia's new advanced packaging technology, Chip-on-Wafer-on-Platform (CoWoP), has moved into testing with engineering samples of its base printed circuit boards (PCBs) under verification...
    Wednesday 27 August 2025
    Beyond the chip: uncovering AI's hidden energy drain
    Energy consumption in large language models extends beyond AI chips, with Alphabet Inc.'s recent research revealing that measuring only the chip underestimates the total environmental...
    Wednesday 27 August 2025
    At $30,000 a wafer, TSMC’s 2nm push still draws a rush of customers
    Taiwan Semiconductor Manufacturing Company (TSMC) plans to begin volume production of its 2nm chips in the fourth quarter of 2025, despite foundry prices soaring to a record US$30,000...
    Tuesday 26 August 2025
    Research Insights: Broadcom defends Ethernet ecosystem as NVLink and UALink push specialized interconnects
    At the OCP APAC Summit, Ethernet and UALink advocates clashed over data center interconnect architectures. Kurtis Bowman, UALink board chair and AMD's director of architecture and...
    Tuesday 26 August 2025
    Saudi AI startup Mumain begins construction of data centers ahead of 2026 launch
    Saudi Arabia's artificial intelligence startup Mumain has started building its first data centers in Riyadh and Dammam, with operations expected to commence in early 2026, reports...
    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 Chinese...

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    Research Report Database
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook