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Thursday 9 October 2025
Semicon West relocation doubles attendance as US chip investment surges
The annual SEMICON West relocated for the first time to Phoenix in 2025, the new hub of US chip manufacturing. Compared to previous years, the event saw a 45% increase in exhibitors,...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Tuesday 7 October 2025
From rival to partner: how AMD found its answer to the Nvidia-Intel pact
AMD has entered into a multi-year, multi-generation AI chip supply agreement with OpenAI that could generate the chipmaker hundreds of billions of dollars in revenue. The deal also...
Wednesday 1 October 2025
Cerebras raises US$1.1 billion in Series G funding, valuation hits US$8.1 billion
US AI chip startup Cerebras Systems has completed a US$1.1 billion Series G funding round, elevating its valuation to US$8.1 billion. The funding round saw participation from the...
Wednesday 1 October 2025
OpenAI CEO rumored to secure AI chip and server supply in low-key visit to Taiwan
OpenAI is intensifying efforts to expand its artificial intelligence computing infrastructure, relying heavily on Taiwan's semiconductor supply chain. On September 30, OpenAI CEO...
Wednesday 1 October 2025
Nvidia falters in China; Huawei moves to fill AI chip vacuum
Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...
Tuesday 30 September 2025
TSMC 2025 full-year revenue set to break US$100 billion
Although semiconductor chip tariffs have yet to be finalized, with exchange rates stabilizing and strong pull-in momentum from major smartphone and AI chip clients, TSMC's third quarter...
Tuesday 30 September 2025
South Korea's Rebellions raises US$250M from Arm and Samsung, valued at US$1.4B
South Korean AI semiconductor startup Rebellions has raised US$250 million in a Series C round, backed by Arm Holdings Plc, Samsung Ventures, and Pegatron's VC arm, accelerating its...
Saturday 27 September 2025
When LLMs outgrow the chip: Huawei's P/D separation redefines design choices
At Huawei Connect 2025, Huawei rolled out its Ascend 950, 960, and 970 AI chips with a three-year roadmap, headlined by the Ascend 950's new "P/D separation" design. The architecture...
Thursday 25 September 2025
Alibaba stakes out AI chip ecosystem, setting up a clash with Huawei
Alibaba is steadily building a vertically integrated chip ecosystem that spans cloud computing, AI chip design, and advanced packaging. People's Daily recently revealed a...
Thursday 25 September 2025
Research Insight:TSMC unveils ‘Three Arrows’ plan to curb carbon footprint amid AI chip surge
As the global demand for AI chips skyrockets, a new challenge is emerging for the semiconductor industry: how to balance explosive growth with environmental responsibility. The production...
Sunday 21 September 2025
China's Cambricon taps into unprecedented boom in AI chips
Chinese AI chipmaker Cambricon Technologies is seizing what chairman and CEO Chen Tianshi describes as an "unprecedented opportunity" in intelligent computing. Surging domestic demand...
Friday 19 September 2025
Huawei Ascend 950 to feature in-house HBM in 2026, advancing China's AI memory independence
Huawei unveiled its next-generation Ascend AI chip roadmap at the 2025 Connect summit, highlighting a milestone for China's semiconductor ambitions. Starting in early 2026, the Ascend...
Friday 19 September 2025
Alibaba's T-Head AI chip rivals Nvidia H20, wins major China Unicom data center deal
Alibaba's chip design arm T-Head has introduced its latest AI accelerator, the PPU, positioning it as a rival to Nvidia's China-only H20 GPU. The processor has already been rolled...
Thursday 18 September 2025
Huawei charts 6-year Ascend AI chip roadmap, showcasing HBM advances and SuperNode scale
Huawei is pressing ahead with its in-house chip and AI infrastructure strategy despite escalating US–China tech tensions. At Huawei Connect 2025 in Shanghai, deputy and rotating...