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Friday 19 September 2025
Alibaba's T-Head AI chip rivals Nvidia H20, wins major China Unicom data center deal
Alibaba's chip design arm T-Head has introduced its latest AI accelerator, the PPU, positioning it as a rival to Nvidia's China-only H20 GPU. The processor has already been rolled out in volume at China Unicom's Sanjiangyuan Big Data Base in Qinghai, representing one of the country's largest deployments of homegrown AI chips.
Friday 19 September 2025
Domestic AI chips forecast to capture over half of China's market by 2027
Once confined to gaming arcades, GPUs have transformed into the lifeblood of the AI revolution. Nvidia, the undisputed industry titan, wields what many call the "golden shovel" in the global artificial intelligence gold rush.
Friday 19 September 2025
Imec CEO calls CMOS 2.0 the anchor for AI’s future

Dr. Luc Van den hove, president and CEO of Belgian research institute imec, used his keynote at SEMICON Taiwan 2025 to call for a global push toward "super-fueled innovation" as the semiconductor industry faces mounting demands from artificial intelligence (AI), rising energy consumption, and shifting geopolitical currents.

Friday 19 September 2025
Analysis: After Nvidia invests in Intel, who's next?

Intel has secured another high-profile backer. Following earlier commitments from SoftBank and the U.S. government, Nvidia has announced a US$5 billion investment in Intel, buying shares at US$23.28 each. The move directly contradicts CEO Jensen Huang's dismissal in March of rumors that his company might take a stake in Intel.

Thursday 18 September 2025
Nvidia invests US$5 b in Intel CPU-GPU pact, viewed as TSMC positive, says DIGITIMES analyst
Nvidia and Intel announced a wide-ranging collaboration to jointly develop data center and personal computing products that integrate both companies' technologies. The agreement centers on combining Nvidia's AI and accelerated computing platforms with Intel's CPU and x86 ecosystem, connected through Nvidia's NVLink technology.
Thursday 18 September 2025
Taiwan bets big on silicon photonics to capture US$100 billion global market
Taiwan is racing to advance its silicon photonics capabilities, aiming to develop high-efficiency 400Gbps optical modules within one to two years, according to the Ministry of Economic Affairs (MOEA).
Thursday 18 September 2025
Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale
Huawei is pressing ahead with its in-house chip and AI infrastructure strategy despite escalating US–China tech tensions. At Huawei Connect 2025 in Shanghai, deputy and rotating chairman Eric Xu unveiled the company's first detailed Ascend AI chip roadmap in six years, highlighting Huawei's advances in high-performance computing and long-term ambitions in AI infrastructure.
Thursday 18 September 2025
Arm inaugurates Bengaluru design center, boosting India's chip ambitions
Arm has opened a new chip design center in Bengaluru focused on advanced 2nm chips. Union IT minister Ashwini Vaishnaw called it a milestone for India's semiconductor goals, making Arm the second company after Renesas to reach this level domestically.
Thursday 18 September 2025
China tightens the reins on Nvidia: antitrust probe reopens Mellanox questions
China's State Administration for Market Regulation (SAMR) announced on September 15, 2025, that Nvidia had breached Chinese antitrust law and conditions imposed when Beijing cleared its 2020 acquisition of Mellanox. The watchdog decided to open a deeper antitrust investigation.
Thursday 18 September 2025
Tencent, Alibaba, Baidu turn to local AI chips, shaking Nvidia's grip
Tencent said this week it has integrated AI chips from Chinese suppliers and plans to scale up its use in cloud-based AI services. Alongside Alibaba and Baidu, which have already adopted domestic or in-house processors, the 'BAT' tech giants are accelerating a pivot away from Nvidia's dominance in advanced computing.
Thursday 18 September 2025
Holiday shopping season cooling off? Taiwan IC design houses' confidence in 2H25 operations wanes
As the third quarter of 2025 draws to a close, a consensus has formed within Taiwan's IC design industry that overall demand remains weak. Notably, an increasing number of chipmakers are adopting a more conservative outlook on the upcoming market conditions. The main reason is that customers appear reluctant to stock up ahead of key fourth quarter promotional events such as Singles' Day, Christmas, and New Year sales.
Thursday 18 September 2025
Taiwan's Transcom deepens investment in defense and satellite communications

Transcom, a specialist in high-power amplifiers, is making bold strides into the dual frontiers of national defense and space communications. Leveraging its deep expertise in compound semiconductor technologies such as gallium arsenide (GaAs) and gallium nitride (GaN), the company is expanding the application of its amplifier technology to address both pressing geopolitical demands and the rapidly growing low-Earth orbit (LEO) satellite market.

Thursday 18 September 2025
China turns away from Nvidia as AI rivalry with US enters a new phase

China's internet regulator has instructed leading technology firms, including Alibaba Group Holding and ByteDance, to stop buying Nvidia's artificial intelligence chips.

Thursday 18 September 2025
Nvidia, TSMC face antitrust scrutiny as US-China tensions spotlight market power
Just as Washington and Beijing are preparing to resume trade talks, China's State Administration for Market Regulation (SAMR) has thrown a wrench into the works. The agency accused Nvidia of violating the country's antitrust laws, putting the company back in the spotlight just months after a controversy over its H20 chips had begun to fade.
Thursday 18 September 2025
SpaceX advances D2D plans with EchoStar spectrum deal

SpaceX is reportedly working with semiconductor manufacturers to develop a custom chip that will enable its upcoming direct-to-device (D2D) satellite communication service, aimed at connecting ordinary smartphones directly to its Starlink satellite network. The service is slated for testing by the end of 2026, marking a major step in the company's ambitious plan to reshape global connectivity.

Wednesday 17 September 2025
SMIC initiates testing of domestically produced lithography machines to bypass US sanctions
In response to US export controls and to reduce reliance on ASML, China has begun testing its first domestically manufactured deep ultraviolet (DUV) lithography machine. According to media reports, SMIC is currently testing immersion-type DUV equipment developed by a Shanghai-based startup, which can support chip production down to 7nm technology nodes.
Wednesday 17 September 2025
Taiwan semiconductor industry holds home advantage, says economics minister
Taiwan's AI server exports have doubled, with manufacturers' GPU and graphics card production capacity fully booked, driving remarkable export growth for the country. Minister of Economic Affairs Kung Ming-hsin stated on September 16 that the success of Taiwan's technology industry is not accidental.
Wednesday 17 September 2025
Commentary: Smartphone chipmakers rebrand as Qualcomm, Apple, MediaTek, and Xiaomi refresh product names to stay competitive
Qualcomm will unveil its latest Snapdragon flagship mobile platform next week and has officially confirmed the chip will be called Snapdragon 8 Elite Gen 5. The move comes as part of a wider trend in the smartphone supply chain, where companies from Apple to MediaTek and Xiaomi have embraced renaming strategies across software, chip platforms, and flagship devices. The wave has fueled speculation that a lack of innovation is prompting the industry to turn to rebranding in search of renewed consumer attention.
Wednesday 17 September 2025
China's TI anti-dumping probe likely more symbolic than punitive
China is reportedly probing whether US-made analog chips are being dumped into its market, a move widely seen as targeting Texas Instruments (TI), the dominant US supplier of analog semiconductors.
Wednesday 17 September 2025
China opens anti-dumping probe into US chipmakers amid tariff tensions

China's Ministry of Commerce has announced a sweeping anti-dumping and anti-subsidy investigation into certain analog ICs imported from the US, in a move widely seen as both a retaliatory response to recent US tariff extensions and a strategic effort to bolster its domestic chip industry.

Wednesday 17 September 2025
NXP outlines SDV, robotics, and smart-glasses plans as new leadership prepares to take charge
Dutch chipmaker NXP Semiconductors plans to complete its CEO transition by October 2025. Current CEO Kurt Sievers, who will remain in the position until then, made what is likely his final visit to Taiwan as chief executive during SEMICON Taiwan 2025. Incoming CEO Rafael Sotomayor also attended the event and met with Taiwanese partners as part of the planned leadership change.
Wednesday 17 September 2025
Nvidia's Jensen Huang reverses quantum strategy, bets billions on next computing era
Nvidia CEO Jensen Huang is making a big U-turn on quantum computing. After years of downplaying the technology's timeline, the tech titan is now pouring money into quantum startups.
Wednesday 17 September 2025
Taiwan's IC design industry risks losing No.2 spot to China; government unveils '4H' strategy
Taiwan's integrated circuit (IC) design industry ranks second worldwide, trailing only the US. However, in recent years, Taiwan's position has become increasingly precarious due to rapid advancements by China. The National Science and Technology Council (NSTC) believes that focusing on two main pillars—advanced chip breakthrough technologies and heterogeneous integration industry drive—while concentrating on key R&D of high-computing power, high-power, high-frequency, and high-energy-efficiency (4H) chips could help Taiwan maintain a lead over China for approximately five more years.
Tuesday 16 September 2025
Loongson's first GPU 9A1000 nears tape-out, deliveries slated for 3Q25
Loongson Technology said it has completed development of its first in-house GPU, the 9A1000, which is moving into tape-out testing. Pending successful results, shipments to customers could start as early as the third quarter of 2025.
Tuesday 16 September 2025
SEMICON Taiwan 2025: UK seeks Taiwanese partnerships to overcome domestic chip manufacturing constraints
The United Kingdom demonstrated a prominent presence at SEMICON Taiwan 2025 last week, reinforcing its position as a key player in innovative technology. The UK Department for Business and Trade and Innovate UK, the national innovation agency, led a delegation of over 30 emerging companies across semiconductor manufacturing, design, testing, and materials sectors to the event.