PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller maker Silicon Motion Technology is ramping up mass production of next-generation chips to capture a larger slice of the client SSD market.
The AI infrastructure arms race is escalating at an unprecedented pace. At Hot Chips 2025, Google unveiled more details about its next-generation TPU platform, Ironwood, and how it scales at the rack level. Released in April 2025, Ironwood's remarkable performance leap once again raises the bar in this fierce AI competition.
South Korean display inspection equipment company Youngwoo DSP has signed a supply contract with Samsung Display Vietnam (SDV) valued at KRW17.9 billion (approx. US$13.2 million). This contract accounts for roughly 30.3% of Youngwoo DSP's forecasted revenue for the year 2024, according to reports from Korean media outlets Hankyung and EBN.
Japan and India are accelerating plans to relocate production of legacy semiconductor and LCD technologies to India, aiming to reduce dependence on China and strengthen economic security.
The Department of Investment Review within Taiwan's Ministry of Economic Affairs (MOEA) has approved five investments by Taiwanese technology firms involving overseas capital injections and acquisitions. These moves aim to expand business operations, enhance global presence, and improve foreign exchange management.
Taiwan prosecutors have formally indicted three individuals for allegedly stealing core national semiconductor trade secrets from TSMC, the country's leading chipmaker, for potential overseas use. The indictment follows a four-day investigation by the Intellectual Property Branch of the High Prosecutors' Office, in coordination with the Ministry of Justice Investigation Bureau.
Nvidia faces uncertainty over H20 chip shipments to China despite strong second-quarter results
Nvidia posted US$46.7 billion in revenue for the second quarter, up 56% year-on-year, driven by strong AI and data center demand. Looking ahead, the company is ramping GB300 racks, Rubin supercomputers, RTX PRO servers, and the Blackwell platform, positioning its future products to capture a multitrillion-dollar AI infrastructure market.
Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects fiscal third-quarter revenue to reach as high as US$55.1 billion.
Samsung Electronics is reportedly considering a strategic investment in Intel to strengthen its foundry business, according to South Korean media outlets Businesspost and Newstomato, which cited industry sources. The move would target their common rival TSMC, the world's leader in advanced chip manufacturing.
South Korean media report that Samsung Electronics' sixth-generation high-bandwidth memory (HBM4) has cleared Nvidia's preliminary tests and could enter pre-production (PP) by late August 2025. Samsung, however, struck a cautious note, saying it "cannot confirm customer-related matters." While HBM4 is seen as promising, many investors remain unconvinced, viewing Samsung's progress as something that still "needs watching."
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