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Wednesday 25 March 2026
Arm defends shift into chips as AGI CPU targets agentic AI demand
Arm unveiled its first "Arm AGI CPU" on March 24 at its Arm Everywhere event, marking a major shift in its business model. The chip, conceived three years ago and now ready for mass...
Wednesday 25 March 2026
Analysis: Qualcomm restructures Asia operations, giving Taiwan greater strategic weight
At a spring banquet in Taiwan, Qualcomm used the occasion not only to recap highlights from its recent appearances at major industry exhibitions, but also to underscore the growing...
Wednesday 25 March 2026
Agentic AI shift puts CPUs at the core as Arm rolls out first chip
Arm has officially launched the Arm AGI CPU, a new class of mass-production-ready processor built on its Neoverse platform and designed to power next-generation AI infrastructure....
Wednesday 25 March 2026
Global semiconductor market rebounds in 2025 with AI-led expansion
According to Omdia, the global semiconductor market reached approximately US$830.8 billion in 2025, a 23.3% year-over-year increase and the second consecutive year of growth above...
Tuesday 24 March 2026
China's AI GPUs face equipment and software constraints, but system-level design boosts self-reliance
Although it may appear that China's AI GPU development is behind the US by one or more generations, a recent Morgan Stanley report reveals the actual gap is smaller than widely per...
Tuesday 24 March 2026
Alibaba unveils XuanTie C950 and C925, advancing RISC-V into AI and edge computing

Alibaba's DAMO Academy has introduced two new RISC-V processors—the flagship XuanTie C950 and the energy-efficient C925—marking...

Tuesday 24 March 2026
Trump administration's 'Pax Silica' fund to strengthen global semiconductor and AI supply chains
The Trump administration set up a US$250 million fund intended to grow out of its "Pax Silica" initiative launched in December 2025, aimed at supporting global supply chains for semiconductors,...
Tuesday 24 March 2026
Nvidia opens server racks to rival chips, expanding cloud infrastructure role

Nvidia is expanding its role in artificial intelligence (AI) infrastructure by designing server racks that can accommodate processors...

Tuesday 24 March 2026
Huawei's Ascend 950PR debuts with nearly 3x H20 performance, targets China's AI compute gap
Huawei has officially launched its Ascend 950PR processor and introduced the Atlas 350 AI accelerator card equipped with this chip, marking the commercial debut of its next-generation...
Tuesday 24 March 2026
Zeiss deepens Taiwan investment, taps new semiconductor lead as GM
Zeiss is significantly intensifying its investment in Taiwan, positioning the island as a premier global hub for its optical and semiconductor technologies. This strategic shift, marked...
Tuesday 24 March 2026
Commentary: From chip performance to inference economics, Jensen Huang rewrites AI industry trends at GTC
Over the past three years, Nvidia founder and CEO Jensen Huang has returned to the same two-axis chart at each annual GTC conference — but the story that chart tells has shifted...
Tuesday 24 March 2026
The chip gap: How Alibaba is pulling away from Tencent in China's AI arms race
Alibaba Group has been quietly building something big. Over recent years, it has pushed steadily into in-house chip development — moving from design and research all the way...
Tuesday 24 March 2026
Meet the South Korean firm wafer wobbling for Samsung and TSMC
As semiconductor advanced processes continue to evolve, the factors affecting yield and equipment stability have grown increasingly complex. One long-standing challenge troubling chipmakers...
Monday 23 March 2026
Inergy Technology eyes SiC expansion for HVDC as AI power demand rises
Power semiconductor design company Inergy Technology expects strong growth momentum in its cooling and power device businesses in 2026, supported by rising demand from artificial intelligence...
Monday 23 March 2026
India's FDI reset opens controlled door to Chinese participation in semiconductor supply chains
India's decision to ease foreign direct investment (FDI) restrictions for neighboring countries marks a calibrated shift in policy that could reshape its electronics and semiconductor...