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Tuesday 26 August 2025
Taiwan Glass enters AI server supply chain amid transformation challenges
Traditional glass manufacturer Taiwan Glass has invested its resources in AI fiberglass cloth, successfully transforming and penetrating the AI server supply chain led by Nvidia to...
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...

Tuesday 26 August 2025
VeriSilicon hits 5nm breakthrough as AI ASIC orders soar in China
China's AI chip market is surging across algorithms, large language models, and computing hardware, fueling a new wave of investment. Cambricon Technologies recently overtook SMIC...
Tuesday 26 August 2025
All eyes on Samsung as South Korean tycoons descend on Washington for Lee–Trump summit
Several prominent South Korean business leaders, including Samsung Electronics chairman Jae-yong Lee, have departed for Washington DC, in what is being hailed as the most high-profile...
Monday 25 August 2025
Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China
The H20 chip faces resistance from the Chinese government, with reports indicating that Nvidia has requested its supply chain partners to halt production of the H20. However, Nvidia...
Monday 25 August 2025
Research Insights: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas...

Monday 25 August 2025
Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus
The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...
Monday 25 August 2025
Samsung and SK Hynix slash NAND spending as SK Hynix unveils 321-layer breakthrough
Samsung Electronics and SK Hynix are reportedly pulling back on investments in advanced NAND flash memory as weak demand and rising costs push them to concentrate on higher-margin...
Monday 25 August 2025
Intel shifts glass substrate strategy, from would-be rival to potential buyer
Intel is reportedly preparing to license its glass core substrate (GCS) technology, reversing course from its earlier plan to commercialize the technology in-house. The pivot could...
Monday 25 August 2025
Mindgrove bets on cost, compliance, and partnerships to take Indian chips global
Chennai-based Mindgrove Technologies is charting a path from prototype to mass production of secure IoT chips, betting on cost efficiency, regulatory compliance, and deep partnerships...
Monday 25 August 2025
Intel's AI chip comeback: 2nm Jaguar Shores to rival Nvidia
Intel is reportedly leveraging its 2nm Intel Foundry process to develop artificial intelligence (AI) semiconductors, positioning itself to compete against industry leaders such as...
Monday 25 August 2025
Yageo raises Shibaura Electronics offer to JPY7,130 per share; acquisition hinges on Japanese regulatory approval
The acquisition contest for Japan's NTC thermistor manufacturer Shibaura Electronics is approaching its conclusion, with the final outcome now dependent solely on regulatory approval,...
Monday 25 August 2025
Semco revamps IC substrate supply chain amid AI accelerator push
Samsung Electro-Mechanics (Semco) has recently adjusted its IC substrate supply chain, appointing Mitsubishi and Resonac as the primary suppliers for key materials such as copper-clad...
Monday 25 August 2025
Battle for HBM4 dominance: HBM capacity expected to reach 400,000 units by year-end
High bandwidth memory (HBM) has reshaped the global DRAM industry landscape, fueled by a surge in AI demand over the past three years. Nvidia's next-generation AI accelerator "Rubin"...
Monday 25 August 2025
ADATA hits 15-year revenue high as memory market shifts
ADATA, a memory module manufacturer, recorded its best quarterly performance in more than 15 years during the second quarter of 2025. Despite an adjustment period in DDR4 shipments...