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Wednesday 20 August 2025
Commentary: From Biden's spending spree to Trump's Intel stake, US industrial policy is infused with personal will
As the US government seriously considers taking a stake in Intel, the company faces more than just a simple transaction; it has become a strategic industry bet. Once the semiconductor...
Tuesday 19 August 2025
Huawei data center chip stuck on outdated 5nm node, teardown reveals
A recent teardown of Huawei's new Kunpeng 930 data center processor suggests the chip may still rely on TSMC's five-year-old 5nm manufacturing node. The finding underscores how US...
Thursday 14 August 2025
Alchip sees profit dip as 7nm cycle ends, bets on 3nm AI chips for growth

Alchip Technologies, a leading provider of high-performance ASICs, reported a sharp decline in second-quarter net profit on August 13,...

Monday 28 July 2025
Huawei's shadow fab (3): key 'mature process' piece on the US radar
While global attention focuses on the arms race in advanced semiconductor processes below 7nm, China is quietly setting up a formidable strategy in another area considered a "non-strategic...
Monday 23 June 2025
Huawei 5nm's hard reality check
Huawei's next-generation chip ambitions are running into technical and geopolitical headwinds. While Chinese state media CCTV recently claimed a breakthrough in 5nm production through...
Thursday 19 June 2025
Huawei supernode neck-and-neck against Nvidia's, but supply chain risks loom

Huawei's new in-house constructed AI system, the CloudMatrix 384 supernode, integrated with its new AI accelerator and a rack-scale architecture...

Monday 2 June 2025
Samsung squeezed: TSMC scales 3nm heights, SMIC cracks 5nm
Samsung Foundry has boosted utilization with fresh 7nm and 8nm chip orders from Nintendo and multiple AI chipmakers. Yet its persistent setbacks at the 3nm node continue to spotlight...
Tuesday 27 May 2025
Huawei's first HarmonyOS PC with 5nm Kirin X90 chip marks China's major leap in semiconductor self-sufficiency
Huawei recently unveiled its first HarmonyOS-powered computer, a significant milestone in the company's technological evolution. According to a report by China's state-run CCTV,...
Thursday 17 April 2025
TSMC meets expectations in 1Q25 with a 35.3% YoY increase
Benefiting from the continued high demand for 5/4/3nm processes and strong customer orders, TSMC reported that despite being affected by an earthquake in January, its first-quarter...
Thursday 20 March 2025
Huawei turns to SMIC's 7nm for Kirin X90 PC chip, cutting ties with Intel and Microsoft
Huawei Technologies is strengthening its independence in personal computing, accelerating chip development to reduce reliance on US hardware and software. The company's latest PC...
Tuesday 11 February 2025
Taiwan OSAT firms set to benefit from TSMC's enforcement of BIS whitelist
TSMC is reportedly enforcing US chip export restrictions by requiring Chinese IC design houses to use BIS-whitelisted OSAT facilities for back-end processing of sub-16nm chips. The...
Thursday 16 January 2025
TSMC expects 5% sequential revenue drop in 1Q25, plans record capex for 2025
TSMC expects to post revenues of between US$25 billion and US$25.8 billion in the first quarter of 2025, representing a decrease of 5.5% from the previous quarter at the midpoint...
Tuesday 17 December 2024
Samsung pivots to mature processes in China, navigating US export controls
Samsung Electronics is doubling down on mature process foundry services while strengthening partnerships with IC design firms to expand its footprint in China, carefully navigating...
Thursday 12 December 2024
Huawei's new Mate 70 phone shows its chip advances are stalling
Huawei's latest flagship smartphone is powered by a chip little different from the one that set off alarm bells in Washington a year ago, signaling a slowdown in the Chinese company's...
Thursday 5 December 2024
Chinese Arm-based server IC design house reportedly cutting jobs amid TSMC's 7mm chip supply halt
Recent reports indicate that Hongjun Microelectronics Technology, a Chinese Arm server processor IC designer, is undergoing significant layoffs. Industry insiders suggest this may...