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...
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...
Arm Holdings raised its revenue outlook on Nov. 5 after posting record quarterly results, citing a broad-based surge in demand for its technology driven by artificial intelligence.
Arm Holdings is positioning its energy-efficient chip designs as the essential solution to the global AI industry's growing power crisis, a strategy that fueled record quarterly results...
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...
Arm Holdings reported robust growth for the third consecutive quarter, with revenue exceeding US$1.1 billion, driven by strong demand for its chip designs in AI and data center mar...
At its most recent earnings call, MediaTek raised its forecast for the total ASIC market from US$40 billion to US$50 billion, reflecting surging demand for cloud AI ASICS. However,...
Aspeed Technology, a leading provider of baseboard management controller (BMC) SoC, announced on November 5 that it will spin off its Reality Remote Management (RRM) business (formerly...
Qualcomm outlined a clear roadmap for its next phase of growth, focusing on data centers and extended reality during its fourth-quarter fiscal 2025 earnings call. The company's leaders...
Qualcomm's QCT business continued to drive the company's growth in the fourth quarter of fiscal 2025, fueled by rising demand for premium Android smartphones and expanding content...
Qualcomm ended fiscal 2025 with solid revenue growth but saw profits tumble due to a one-time US$5.7 billion non-cash tax charge linked to new US tax legislation. Despite the hit,...
LCD TV panel demand is losing steam in late 2025 as China's subsidy-driven momentum fades and early shipments distort seasonal patterns, leading to weaker fourth-quarter 2025 procurement...
In less than a week, Nvidia CEO Jensen Huang has orchestrated two of the largest national AI infrastructure deals in history—first delivering 260,000 AI chips to South Korea,...
Leading IDMs such as Texas Instruments (TI), NXP Semiconductors, and STMicroelectronics (STM) have reported recent quarterly results indicating a rebound in automotive semiconductor...
When Nvidia CEO Jensen Huang sat down for fried chicken and beer with Samsung's Lee Jae-yong and Hyundai's Chung Eui-sun on a Gyeongju street corner, the casual dinner quickly went...