Altera, the programmable-chip maker backed by Silver Lake and Intel, has confidentially filed for an initial public offering (IPO) in the US, positioning the company to tap renewed investor demand for semiconductor and AI-related businesses.
Where will China's electronics manufacturing industry find growth over the next five years? The answer is taking shape in the 15th Five-Year Plan for the sector, released by the Ministry of Industry and Information Technology (MIIT) and the National Development and Reform Commission (NDRC): industry revenue is targeted to exceed CNY30 trillion (US$4.47 trillion) by 2030.
Taiwan's AI server supply chain continued to show strong year-over-year growth in August, although performance varied significantly across baseboard management controller (BMC), cable/connector, and server-case suppliers.
DeepSeek is reportedly set to hire Wentao Yan, a partner at venture capital firm GL Ventures, as its first CFO. If the appointment takes place, it would happen at an important time for the Chinese AI startup as it seeks to go public, begins a large expansion of its workforce, and invests in chipmaking and computing capacity.
DIGITIMES observed that Nvidia's newly announced NVHBM is not a brand-new memory technology, but rather an extension of existing custom HBM (cHBM). It is a managed cHBM design that moves the memory controller, which originally sat on the XPU, into the HBM logic base die, and pairs it with custom physical-layer (PHY) and die-to-die (D2D) interfaces. In strategic terms, Nvidia is extending its moat from GPUs to the memory architecture of custom ASICs, and is trying to define how future custom AI chips connect to memory, hook into scale-up networks, and come together as complete AI racks.
