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Thursday 18 December 2025
China's AMD- and Nvidia-bred GPU rivals meet on the IPO stage
As global demand for AI computing power intensifies, China's domestic GPU sector has reached a milestone. Following Moore Threads' successful IPO earlier this month, MetaX, a GPU...
Thursday 18 December 2025
AMD CEO pledges greater investment in China amid efforts to boost US-China chip cooperation
AMD CEO Lisa Su has announced plans to increase investment in China during a recent visit aimed at strengthening collaboration in the semiconductor and artificial intelligence sectors...
Wednesday 17 December 2025
AMD CEO visits Lenovo Beijing HQ amid China AI chip focus
AMD chairman and CEO Lisa Su visited Lenovo's global headquarters in Beijing on December 16, 2025, marking a key stop during her recent trip to China. Accompanied by several Lenovo...
Tuesday 16 December 2025
Samsung Chairman Lee Jae-yong meets with Lisa Su and Elon Musk to discuss potential collaboration
Samsung Electronics Chairman Lee Jae-yong has returned to South Korea after a week-long business trip to the US. Lee reportedly met with Tesla CEO Elon Musk in Austin, Texas, with...
Monday 15 December 2025
Samsung courts AMD for 2nm chips as foundry recovery hinges on new orders
Samsung Electronics is reportedly in talks with Advanced Micro Devices about producing next-generation chips using its second-generation 2nm process, as the South Korean technology...
Wednesday 10 December 2025
AMD taps AWS veteran to power Helios AI platform in challenge to Nvidia
AMD has brought in former AWS infrastructure executive Arvind Balakumar to lead engineering for its Helios AI server-rack platform, strengthening its effort to challenge Nvidia's...
Tuesday 9 December 2025
Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule
US President Donald Trump said his administration will allow Nvidia to ship H200 AI accelerators to approved customers in China under conditions tied to national-security reviews...
Friday 5 December 2025
AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China
At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry...
Thursday 4 December 2025
Nvidia's stake in Synopsys raises questions over UALink future
Nvidia's recent acquisition of a stake in Synopsys has stirred debate about the potential impact on the UALink Consortium, an industry group focused on establishing open standards...
Wednesday 3 December 2025
AMD, HPE expand partnership around Helios rack-scale AI architecture
AMD and Hewlett Packard Enterprise (HPE) are expanding their long-standing partnership with a new plan to deliver open, rack-scale infrastructure for the AI era. HPE becomes one of...
Wednesday 3 December 2025
Vultr plans US$1bn AI cluster in Ohio with AMD's newest chips
US cloud infrastructure provider Vultr said it plans to build a 50 MW AI computing cluster at its Ohio data centre, using around 24,000 chips powered by AMD's latest AI processors...
Friday 28 November 2025
Chinese analog chipmaker 3Peak to acquire Aura Semiconductor in major industry tie-up

3Peak, a leading Chinese analog chipmaker, plans to acquire Ningbo Aura Semiconductor through new share issuance and/or cash. The move...

Thursday 27 November 2025
Fusion Worldwide: The Three Resources That Actually Gate AI Progress Right Now

From TSMC to SK hynix, every Q3 2025 earnings call delivered the same sobering message, the AI build-out is being throttled by three physical choke points that no amount...

Tuesday 25 November 2025
Investors pile into Moore Threads as China seeks its own Nvidia alternative
China's "first domestic GPU stock," Moore Threads, is preparing for its STAR Market IPO, drawing strong investor interest as Beijing prioritises homegrown AI compute. The overwhelming...
Friday 21 November 2025
White House seeks to block GAIN AI Act, easing Nvidia and AMD export risks
The White House is reportedly pressuring Congress to exclude the Guaranteeing AI National Access and Innovation (GAIN AI) Act from the upcoming National Defense Authorization Act...