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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
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
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
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
Advantech says tight DDR4 supply and rising SSD prices squeeze industrial PC margins
Global memory supply constraints continue to pressure the industrial PC (IPC) market, with Taiwanese technology company Advantech Co. reporting that tight DDR4 memory availability...
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
IC designers race to win orders despite declining margins
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,...
Thursday 6 November 2025
Aspeed Technology to spin off remote management unit to Cupola360
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...
Thursday 6 November 2025
Beyond smartphones: Qualcomm’s low-power leap into the AI data center race
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...
Thursday 6 November 2025
LG expands B2B services in Taiwan to boost smart living solutions
LG Electronics continues to diversify its operations, strengthening both R&D and sales efforts in home appliances, displays, and air conditioning for consumer markets, while pursuing...