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Tuesday 4 March 2025
TSMC may start small-volume SiPh CPO manufacturing in 2H25
TSMC's silicon photonic (SiPh) co-packaged optics (CPO) technology is progressing swiftly, with recent market speculation suggesting that related production lines are expected to...
Monday 3 March 2025
Nvidia's global chessboard: Why Singapore dropped 18% last quarter and more

Nvidia's fourth-quarter earnings for fiscal year 2025 revealed a complex global strategy, where regional performances reflect both market...

Monday 3 March 2025
GTC event sets the stage for Nvidia's AI turnaround despite forecast fumbles
Nvidia's financial outlook disappoints, missing a forecasted triple-digit year-on-year growth for the current quarter. Industry sources expect that due to the ramp-up of GB200 and...
Friday 28 February 2025
Former Intel directors warn Trump's TSMC plan would cripple US chip industry
Speculation has swirled for over a week about a potential collaboration between Intel and TSMC, igniting reactions from Intel's current and former employees. Now, four former Intel...
Thursday 27 February 2025
Dassault Systèmes CEO: European automakers struggle, US and Asia poised for growth
At Dassault Systèmes' SolidWorks and 3DEXPERIENCE World 2025 in Houston, CEO Pascal Daloz outlined his 2025 market outlook, predicting strong growth in the US and Asia despite...
Thursday 27 February 2025
Nvidia's AI empire soars: data center boom overshadows gaming dip in record 4QFY25
Nvidia's Q4 fiscal 2025 earnings (ended January 2025) stand out for their jaw-dropping scale and what they reveal about the company's transformation, even with a few wrinkles like...
Thursday 27 February 2025
SK Hynix reportedly hits 70% yield in HBM4 testing
SK Hynix has reportedly reached a significant milestone in its pre-production trials by raising the yield rate of its sixth-generation high-bandwidth memory (HBM4) to 70%. This achievement...
Thursday 27 February 2025
Nvidia rides inference surge, DeepSeek buzz fuels 2H25 Blackwell Ultra launch
Nvidia is addressing skepticism about the demand for its high-end GPUs by highlighting the increased computing power required for advanced AI models like DeepSeek-R1. The company...
Thursday 27 February 2025
Nvidia's Blackwell launch propels record Q4 growth, China sales surge nearly 200%
On February 26, Nvidia released its financial results for the fourth quarter of fiscal year 2025 (February 2024 to January 2025), showcasing remarkable growth across all key metrics...
Wednesday 26 February 2025
Global server market and shipments, 2025

Introduction

Wednesday 26 February 2025
DeepSeek disrupts AI landscape, igniting edge computing, and memory demand, says Silicon Motion CEO
DeepSeek's emergence is accelerating edge AI adoption, challenging the reliance on Nvidia's ecosystem. Silicon Motion CEO Wallace Kou sees its rise as a shift in AI development strategy...
Wednesday 26 February 2025
Nvidia, Cisco extend partnership aimed at speeding AI adoption
Nvidia, the top provider of chips used in new artificial intelligence computers, is extending a partnership with networking gear maker Cisco Systems in a push aimed at making it easier...
Wednesday 26 February 2025
Trump team pushes tougher chip controls on China, pressuring key allies
Donald Trump's administration is sketching out tougher versions of US semiconductor curbs and pressuring key allies to escalate their restrictions on China's chip industry, an early...
Tuesday 25 February 2025
Huawei Ascend 910C reportedly hits 40% yield, turns profitable; aims for 60% industry standard
Huawei's Ascend 910C AI chip has reportedly reached a 40% manufacturing yield, marking the first time the Ascend production line has turned profitable. The company aims to improve...
Tuesday 25 February 2025
AI GPU orders max out TSMC’s CoWoS capacity; IC testing firms booked through 2026
More than 70% of TSMC’s CoWoS-L advanced packaging capacity has already been booked, fueled by strong demand for Nvidia’s Blackwell GPUs. This surge is also driving orders...