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Thursday 6 November 2025
SK Hynix tight-lipped on Nvidia supply terms as HBM4 prices climb
SK Hynix has reportedly increased the price of its sixth-generation high-bandwidth memory (HBM4) supplied to Nvidia by over 50% compared to the previous generation HBM3E. Industry...
Thursday 6 November 2025
Samsung's HBM4 yields surge toward Nvidia certification, SK Hynix keeps edge
Nvidia's evaluation of sixth-generation high-bandwidth memory (HBM4) has sparked a fierce contest among suppliers. ETNews reports that the company plans to finish testing...
Thursday 6 November 2025
Nintendo lifts FY25 forecast as Switch 2 sales surge, but hardware margins drag operating profit
Nintendo has revised its sales forecast for the Switch 2 console for fiscal year 2025 (April 2025 to March 2026), projecting significantly higher overall performance. However, because...
Thursday 6 November 2025
Nvidia CEO credits Taiwan partners for US AI chip success, warns China's advancement
Nvidia CEO Jensen Huang has acknowledged the critical role of Taiwanese partners in domestic AI chip production in the US, while cautioning that China's technological progress has...
Thursday 6 November 2025
Commentary: Is Trump's Blackwell ban handing China the AI chip crown on a platter?
Since US President Donald Trump took office in January 2025, his administration has escalated technology export restrictions with unprecedented aggression. Beyond raising overseas...
Thursday 6 November 2025
China bans Nvidia from state data centers, mandates domestic AI chips
China has escalated its campaign to reduce dependence on foreign technology. The country now requires all new state-funded data centers to use domestically produced artificial intelligence...
Thursday 6 November 2025
Foxconn converts Sharp factory into AI server hub, courts Japan auto giants for EV collab
Taiwan's Foxconn plans to transform Sharp's Kameyama No. 2 factory in Mie Prefecture, Japan, into an AI server production facility, while also pursuing collaborations with Japan's...
Thursday 6 November 2025
China eases trade curbs on US optical fibers, suspends entity restrictions
The Chinese Ministry of Commerce announced on November 5, 2025, that, effective November 10, 2025, it will end anti-circumvention measures on certain cut-off shifted single-mode optical...
Thursday 6 November 2025
Samsung Electro-Mechanics reportedly joins Broadcom supply chain amid AI chip surge
Samsung Electro-Mechanics is reportedly set to supply advanced semiconductor glass substrates to Broadcom. The move comes as Broadcom, a key chip supplier for tech giants like Google...
Thursday 6 November 2025
Nexperia chip disruption forces Honda and Nissan to cut production in Japan and overseas; Toyota unaffected
Chip supply disruptions at Nexperia continue to ripple through Japan's auto industry. Following Honda's partial production halt at some overseas plants on October 28, Nissan has become...
Thursday 6 November 2025
ODMs slash non-China manufacturing targets to 40% as tariff eases
The easing of trade tensions between the US and China has prompted electronics manufacturers to reassess their supply chain strategies. Following recent tariff reductions implemented...
Thursday 6 November 2025
Tech war embroiled Taiwan sees fragile truce in Trump-Xi summit
Following the Trump-Xi summit in South Korea, US-China relations appear to have stabilized temporarily, avoiding immediate escalation in hostilities. However, senior Taiwanese officials...
Thursday 6 November 2025
ASML reframes its China strategy with advanced packaging debut of TWINSCAN XT:260
ASML has introduced the TWINSCAN XT:260, its first lithography system purpose-built for 3D integration and advanced packaging. The launch marks a major step beyond front-end wafer...
Thursday 6 November 2025
Cambricon's NeuWare breaks China's dependence on Nvidia CUDA
In the AI era, competition among chipmakers goes beyond compute power and centers on ecosystem and full-stack integration. Beijing-based Cambricon Technologies, an AI chip designer...
Thursday 6 November 2025
China takes the self-driving wheel as chip war pushes Nvidia out
In 2025, the autonomous vehicle industry has become the focal point of a technological cold war. The United States and China are engaged in a high-stakes competition where chips,...