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Monday 2 June 2025
Xiaomi's XRing O1 stirs 'self-developed' chip debate with Arm DNA and custom AI engines
Xiaomi Chairman Lei Jun unveiled the company's debut in-house mobile SoC, the XRing O1, on May 22, calling it Xiaomi's "first answer sheet" in semiconductor design. Built on TSMC's second-generation 3nm (N3E) node, the chip features 19 billion transistors and a 10-core Arm-based architecture, positioning it as a technical milestone for the company.
Monday 2 June 2025
EDA cutoff lays bare China's design fragility in advanced semiconductors

China's semiconductor sector is reeling from reports that Siemens EDA has been instructed by the US Bureau of Industry and Security (BIS) to suspend all EDA-related services and support in China. The move may expand to include Synopsys and Cadence, effectively cutting off all three global EDA giants. The ban reportedly encompasses not only software access but also platform-integrated IP, signaling a broader and more aggressive crackdown than previously anticipated.

Monday 2 June 2025
Apple's stable foundation and diversified supply reduce tariff impact, but industry experts remain cautious
The US Court of International Trade ruled on May 28, 2025, that US President Donald Trump's reciprocal tariffs are invalid. Yuan-Kai Chung, chairman and president of Audix, commented that Trump may find other ways to pressure specific companies. However, the tariff impact on Apple is relatively limited. The real focus remains on overall market innovation momentum and consumer willingness to upgrade devices.
Monday 2 June 2025
Nvidia sees US$8B revenue shortfall as China sales crater, turns to Shanghai R&D for strategic hold
Nvidia revealed on May 29 its fiscal 2026 second-quarter revenue forecast of US$45 billion, with a margin of error of plus or minus 2%.
Monday 2 June 2025
Xiaomi's XRing O1 fast-tracks in-house SoC lessons Apple took 15 years to learn
When Xiaomi founder and CEO Lei Jun set his sights on replicating Apple's vertical integration playbook, he may have overlooked how unceremoniously Apple's own chip journey began. The A4, Apple's first in-house SoC introduced 15 years ago, arrived with little fanfare, hardly a precursor to the powerhouse Apple Silicon era that now defines the Tim Cook era.
Monday 2 June 2025
Nvidia revenue jumps 69% despite China chip ban costs
Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced the company to recognize over US$4 billion in inventory costs. Data center revenue climbed 73% year-over-year.
Monday 2 June 2025
US enforces case-by-case EDA curbs: China's chip design pipeline faces precision choke
The US Department of Commerce (DOC) is tightening export restrictions on electronic design automation (EDA) software for China, shifting from broad bans to case-by-case licensing. Sources indicate this could lead to a full suspension of services by Synopsys, Cadence, and Siemens EDA, affecting all Chinese chip design clients, not just those working on 3nm nodes.
Monday 2 June 2025
Weekly news roundup: Huawei's 5nm PC, Wolfspeed's SiC crisis, and China's export chokehold
These are the most-read DIGITIMES Asia stories from May 26 to June 1. Top highlights include Huawei's 5nm HarmonyOS PC as a milestone in China's chip self-sufficiency, Wolfspeed's looming bankruptcy threatening Renesas' US$2 billion SiC deal, China's EUV-free 5nm efforts, mounting export control risks, Samsung Electronics' delayed entry into Nvidia's HBM3E supply chain, and Malaysia's US$270 billion pivot to IC design and advanced packaging.
Monday 2 June 2025
Ex-TI, Intel, AMD executives launch AI chip startups in India as government pushes chip design
A wave of senior executives from global semiconductor giants such as Intel, AMD, and Texas Instruments (TI) are striking out on their own to launch AI chip startups in India, seeking to tap into the country's growing semiconductor ecosystem and the multibillion-dollar opportunity in artificial intelligence, as reported by the Economic Times.
Monday 2 June 2025
US plans wider China tech sanctions with subsidiary crackdown
The Trump administration plans to broaden restrictions on China's tech sector with new regulations to capture subsidiaries of companies under US curbs.
Monday 2 June 2025
AIchip goes all in on CoWoS advanced packaging
Fabless manufacturer AIchip Technologies held a shareholders' meeting on May 29, during which it held a reelection of directors and supervisors. Jerry Tzou, the director of advanced packaging business development at Taiwan Semiconductor Manufacturing Company (TSMC), was elected as a new independent director. Amid AIchip's push to develop CoWoS advanced packaging technology in recent years, the election is expected to strengthen its cooperative relationship with the world's largest contract manufacturer.
Monday 2 June 2025
Novatek leans into 6nm ASICs while tariff clouds second-half visibility
Novatek Microelectronics Corp., a top display driver IC supplier, reported no surprises at its annual shareholder meeting. Vice Chairman and President Steve Wang said the company's market outlook remains in line with prior guidance, though future demand and supply dynamics will largely depend on upcoming tariff decisions.
Monday 2 June 2025
Forcelead rides HUD wave as Taiwan firms keep grip on auto DDI market
Sitronix's automotive display driver IC (DDI) subsidiary, Forcelead, held an investor conference to provide updates on its current operations. Forcelead stated that the company has accelerated its transformation toward automotive DDIs in recent years, with automotive business revenue now accounting for over 84%. Regarding revenue outlook and growth momentum beyond 2025, Forcelead expressed cautious optimism as client order forecasts appear promising, expecting business growth in the second half and full year of 2025.
Friday 30 May 2025
Macnica’s Taiwan subsidiary, Anstek, appoints new chairman to guide growth

Macnica's Taiwan-based subsidiary, Anstek, held its 2025 annual shareholders meeting this week, swiftly followed by a board meeting in which all directors in attendance unanimously elected Wei-Kuo Wu (transliteration), chairman of Macnica Galaxy, as Anstek's new chairman. Former chairman Jui-Hsi Lee (transliteration) will assume the role of vice chairman.

Friday 30 May 2025
Winbond ramps up in the DRAM shake-up, but trade fears loom
Amid growing uncertainty over global tariffs, Taiwanese memory chipmaker Winbond Electronics has seen a sudden surge in urgent orders during the second quarter of 2025, so much so that it's now facing supply shortages.
Friday 30 May 2025
MediaTek eyes $40B cloud ASIC bonanza as next growth engine
Taiwanese IC design leader MediaTek held its shareholders' meeting on May 29, 2025, where all proposals and votes proceeded smoothly. CEO Rick Tsai highlighted in the shareholder report that the ubiquitous AI trend will continue to drive market opportunities, with MediaTek well-positioned in both edge computing and cloud computing.
Friday 30 May 2025
Samsung activates crisis planning, lines up US$7.27 billion in bank credit
Facing mounting pressure from high US tariffs and a prolonged global economic slowdown, Samsung Electronics has reportedly activated a crisis management framework and signed a credit line agreement worth approximately KRW10 trillion (US$7.27 billion) with several of South Korea's leading commercial banks.
Thursday 29 May 2025
What are Trump's options on the table after tariff ruling?

A US trade court ruling that blocked most of former President Donald Trump's sweeping "Liberation Day" tariffs has thrown a wrench into the administration's aggressive trade agenda. However, according to economists at Goldman Sachs, the setback may be more procedural than permanent.

Thursday 29 May 2025
Nvidia, AMD to launch China-ready AI chips in 3Q25—cut down, not counted out
Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven chips are engineered to meet tightening US export rules while still supporting popular Chinese AI models like DeepSeek.
Thursday 29 May 2025
How Nvidia's next-gen GPUs are fueling an inference supercycle
Nvidia on May 28, 2025, reported a strong performance in its Data Center segment during its first quarter fiscal 2026 earnings call, with revenue reaching US$39 billion, a 73% increase year-over-year. This significant growth was attributed to the accelerating adoption of AI workloads, a robust transition towards inference, and the ongoing buildout of AI factories by customers worldwide.
Thursday 29 May 2025
From racks to liquid cooling, Taiwan powers the next wave of AI infrastructure
Artificial intelligence remained the undisputed centerpiece at COMPUTEX 2025, where the industry's most advanced hardware — from chips and compute trays to full-scale AI server racks and liquid-cooling systems — took center stage. But this year, unlike the largely conceptual displays of 2024, the spotlight fell on real, production-ready systems. And behind nearly every rack, tray, and cable, Taiwan's manufacturing muscle was on full display.
Thursday 29 May 2025
WPG marks 20 years by doubling down on AI and tariff strategy amid global disruptions
As it marks its 20th anniversary in 2025, WPG Holdings, Asia's largest semiconductor distributor, finds itself at the intersection of two disruptive forces: the generative AI boom and renewed tariff uncertainty stemming from US President Donald Trump's trade agenda. WPG chairman Simon Huang said these dual pressures are creating a ripple effect across the industry and reshaping business fundamentals. Despite an unpredictable macroeconomic outlook for 2025, the company is proactively recalibrating its strategy to maintain competitiveness.
Thursday 29 May 2025
Memory price surge supports IC distribution in 2Q25; supply and inventory require cautious management
Despite the global semiconductor market currently being affected by exchange rates, inflation, and US tariff policies, there are no clear signs of recovery in the end-user market. However, in the memory sector, IC distributors have experienced a price increase in the second quarter of 2025. Coupled with short-term restocking momentum driven by impending tariff benefits expiration, this has triggered a wave of inventory buildup across the supply chain. Nevertheless, outlooks for the second half of the year remain conservative.
Thursday 29 May 2025
US reportedly targets EDA exports to China; vendors push back on disruption claims
China's semiconductor sector was abuzz in late May 2025 by reports that Siemens EDA received a notice from the US Bureau of Industry and Security (BIS) instructing it to halt all electronic design automation (EDA) services and support to Chinese clients. Several Chinese media outlets and local industry sources alleged that Siemens had already begun blocking regional access to its technical websites.
Thursday 29 May 2025
AMD expands photonics capabilities with Enosemi acquisition

On May 28, 2025, AMD announced the acquisition of Enosemi, a Silicon Valley-based company specializing in photonic integrated circuits. The move is aimed at accelerating AMD's development of co-packaged optics technologies to support next-generation AI systems.

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