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Thursday 17 July 2025
India's GIFT City attracts Taiwanese chipmaker, banks as financial hub grows
India's ambitious financial center in Gujarat state is rapidly attracting global institutions, with two major Taiwanese banks pledging to establish operations as the facility positions itself as a key bridge between India's growing economy and international markets
Thursday 17 July 2025
South Korean chipmakers reportedly delay DDR4 phase-out amid supply crunch
Global memory giants are phasing out or discontinuing DDR4 DRAM production to accelerate capacity shifts toward advanced process products such as DDR5 and high-bandwidth memory (HBM), causing severe short-term supply constraints for DDR4. However, recent market reports indicate that major South Korean manufacturers may be slowing their DDR4 discontinuation schedules
Thursday 17 July 2025
Nvidia CEO disclaims US-China trade and export policy influence
During his July 16, 2025, visit to China, Nvidia CEO Jensen Huang addressed questions about the US H20 chip ban and the US-China tech conflict. He said he had not changed his position on the restrictions but kept Washington updated on AI developments. Huang expressed optimism that both the US and China could lead in AI, highlighting the importance of international cooperation
Thursday 17 July 2025
H20 back online in China — IC design houses, cloud AI chipmakers breathe sigh of relief
The Trump administration's decision to allow Nvidia's H20 chips back into China has triggered a surge of urgent orders from major Chinese cloud providers, reviving not only Nvidia's outlook but also lifting sentiment across the AI semiconductor ecosystem. Peripheral chipmakers, especially IC design firms, are seeing fresh demand and renewed confidence as the supply chain recalibrates
Thursday 17 July 2025
H20 reenters China: lifeline for AI startups, blow to GPU sovereignty
Amid rising doubts over China's AI trajectory, two setbacks have rattled its startup ecosystem: Manus, the buzzed-about AI agent startup, is reportedly exiting the Chinese market, while DeepSeek R2 — a trillion-parameter large language model — is facing a critical GPU shortfall. Just as sentiment soured, Nvidia CEO Jensen Huang made a high-profile appearance at the China International Supply Chain Expo in Beijing, where he announced the lifting of export restrictions on the China-specific H20 chip
Thursday 17 July 2025
Nvidia's Jensen Huang discusses AI, China's tech influence, and personal tech preferences
During an extended Nvidia media briefing in China after the China International Supply Chain Expo, CEO Jensen Huang addressed US-China trade relations and China's rising tech influence. He emphasized China's strength in software and computer science, often overlooked compared to hardware. Huang cited companies like Xiaomi, Alibaba Group, and Tencent Holdings as leaders in blending advanced hardware with cutting-edge software
Thursday 17 July 2025
China's chip elite pivots to ADAS amid EV compute saturation
China's electric vehicle sector is facing intense competition and slowing chip demand, prompting the country's top IC design talent to pivot toward advanced driver-assistance systems (ADAS) and autonomous driving, now seen as the next major growth opportunity
Thursday 17 July 2025
Uncertainty still clouds H20 relaunch in China despite resumed sales, says Jensen Huang
On July 16, Nvidia founder and CEO Jensen Huang held a lengthy interview with over 30 Chinese media outlets in Beijing, addressing issues ranging from the recent resumption of H20 chip sales in China to Huawei's standing in the field of artificial intelligence (AI). The session, which lasted more than 90 minutes, saw Huang respond to over 50 questions without restrictions, covering market competition, supply chain logistics, and Nvidia's valuation exceeding US$4 trillion
Thursday 17 July 2025
Huawei's AI chip expansion into SEA and the Middle East likely limited to sanctioned markets
Recent market rumors suggest that Huawei has begun supplying small quantities of its own AI chips to potential customers in Southeast Asia and the Middle East as a trial. Many observers believe this move is a strategic attempt by Huawei to expand its business after encountering bottlenecks in promoting its products within the Chinese market
Thursday 17 July 2025
Nvidia's H20 chips see surge in Chinese orders as Jensen Huang returns to Beijing
The China International Supply Chain Expo (CISCE) in Beijing, China, was held on July 16, 2025, with the attendance of Nvidia CEO Jensen Huang becoming the main attraction. During the event, he revealed that Nvidia has already received a large number of orders for its H20 AI chips
Thursday 17 July 2025
Nvidia's Jensen Huang names 10 Chinese AI firms shaping the future — from Tencent to MiniMax

Nvidia CEO Jensen Huang delivered a rare Mandarin-language keynote at the China International Supply Chain Expo on July 16, appearing in traditional Chinese attire. His presence underscored Nvidia's growing engagement with China's fast-evolving AI landscape

Thursday 17 July 2025
Siemens eyes Samsung’s IP weak spot—could it unsettle the Synopsys-Cadence duopoly?
In a strategic move to disrupt the duopoly of Synopsys and Cadence in the electronic design automation (EDA) market, Siemens is reportedly launching an intellectual property (IP) alliance aimed at advancing its position. The initiative specifically targets major players like Samsung Electronics
Thursday 17 July 2025
China's Wingtech reboots C-suite as it doubles down on semiconductors
Wingtech Technology announced on July 15 a sweeping leadership overhaul as it shifts its core strategy toward semiconductors, following the divestiture of its consumer electronics ODM business. In March 2025, under mounting US sanctions, Wingtech sold its entire ODM manufacturing unit to Luxshare Precision, marking a complete exit from the consumer electronics sector and a decisive pivot to semiconductor development
Thursday 17 July 2025
Malaysia’s states compete to lead national push in IC design

Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak, and Penang launch competing initiatives to position themselves as the country's next semiconductor innovation hub

Thursday 17 July 2025
What killed China's rising 5G chip hopeful? The untold collapse of Jian Wen Lu Semiconductor

Founded in 2016 by former Tokyo Seimitsu (Accretech) engineer Sheng Jinghao, Jian Wen Lu (Zhejiang) Semiconductor was once considered a standout contender in China's push for 5G RF chip independence. Its mission: to bypass foreign patent restrictions and develop high-frequency filters, long viewed as a chokepoint in RF front-end design

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Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES