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Tuesday 18 March 2025
Nvidia expands ecosystem strategy with CoreWeave's Project Osprey
With explosive demand for artificial intelligence (AI) chips, Nvidia has not only become a global giant in AI chip supply but is also quietly orchestrating a strategically significant...
Tuesday 18 March 2025
New insulating materials key to unlocking next-gen AI chip performance
As AI continues to attract widespread attention, the race to build large-scale data centers is ongoing. Regarding energy consumption, the power demand of hyperscale data centers has...
Saturday 15 March 2025
Alibaba open-sources QwQ-32B: a lifeline for China's AI chip sector?
On March 6, 2025, China's AI scene is brimming with confidence, with some media even suggesting that domestic firms could outpace OpenAI. Newcomer Manus is being positioned as a rival...
Friday 7 March 2025
AI chip demand fears overblown as growth steadies
Market speculation about a slowdown in AI chip demand is mounting, with concerns fueled by scaled-back data center plans from major CPE manufacturers and downward revisions in CoWoS...
Thursday 6 March 2025
TSMC slightly adjusts CoWoS fab capacity target
Supply chain sources indicate that TSMC's CoWoS capacity target for 2025 has been slightly adjusted downward, however, it is expected to rise consistently with the addition of new...
Wednesday 26 February 2025
Macronix, TSRI announce new 3D DRAM technology
The Taiwan Semiconductor Research Institute (TSRI), under the National Science and Technology Council (NSTC), announced at a press conference held by Taiwan's National Applied Research...
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
DeepSeek boosts AI momentum in China as Biren Technology eyes Hong Kong IPO
Reports indicate that Chinese AI chip manufacturer Biren Technology is considering an initial public offering in Hong Kong with a target of raising US$300 million. The company is...
Tuesday 25 February 2025
US AI chip export curb expected to impact Malaysia's data center development
Chin Tong Liew, Malaysia's Deputy Minister of Investment, Trade, and Industry (MITI), has acknowledged that the US restrictions on artificial intelligence (AI) chip exports, set to...
Tuesday 18 February 2025
Masayoshi Son's AI gambit: Arming the future with Stargate
Since 2025, the global tech landscape has remained dominated by two key forces—Donald Trump and artificial intelligence (AI). Masayoshi Son, CEO of SoftBank, appears to be strategically...
Friday 14 February 2025
DeepSeek reportedly exploring in-house chip development
Chinese AI company DeepSeek has initiated a major recruitment drive for semiconductor design talent, signaling potential plans to develop its proprietary processors, according to...
Friday 14 February 2025
Meta in talks to acquire FuriosaAI as in-house AI chip competition intensifies
Meta is reportedly in talks to acquire South Korea-based startup FuriosaAI, as major tech companies are increasingly developing and advancing their own AI chips to reduce reliance...
Thursday 13 February 2025
Tech firms continue spending spree on AI infrastructure as AI chip demand drives semiconductor equipment sales
The advanced logic ICs and memory needed to support generative AI (GenAI) have brought huge benefits to related semiconductor equipment manufacturers. In 2025, the DeepSeek impact...
Wednesday 12 February 2025
DeepSeek remains tethered to Nvidia ecosystem despite Chinese AI chip support
Since February 1, 2025, 16 Chinese AI chip manufacturers have announced support for or launched services based on the DeepSeek model. This development raises questions about the impact...
Monday 10 February 2025
Baidu expands AI compute power with 3rd-gen Kunlun 10,000-GPU cluster deployment
Baidu has launched its third-generation Kunlun AI chip cluster, marking China's first domestically developed large-scale AI computing deployment. The company's 10,000-GPU Wanka cluster...