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Friday 25 July 2025
Nvidia's flagship chips pour into China via gray channels: US$1B smuggled in 3 months
Despite stricter AI chip export controls under the Trump administration, over US$1 billion worth of Nvidia's high-end GPUs have reportedly entered China through black-market channels...
Thursday 24 July 2025
Samsung plans HBM4 comeback with advanced chip technology
Samsung Electronics is preparing a strategic challenge to SK Hynix's dominance in sixth-generation high-bandwidth memory with an ambitious technological leap that could reshape the...
Wednesday 23 July 2025
Samsung bets on GAA and HBM4 to retake AI crown
The second half of 2025 is shaping up to be a pivotal period in the global semiconductor industry, as the race for technological supremacy intensifies. At the forefront are Samsung...
Tuesday 22 July 2025
Tenstorrent pushes RISC-V into AI's fast lane with open chiplet strategy
The rise of AI and high-performance computing (HPC) is accelerating the adoption of RISC-V, the open-source instruction set architecture that is reshaping the global semiconductor...
Monday 21 July 2025
Samsung reportedly lobbies Washington on chip tariffs and AI export curbs
A senior executive from Samsung Electronics' Device Solutions (DS) division has reportedly visited Washington, D.C., to express the company's concerns regarding US semiconductor tariff...
Monday 21 July 2025
TSMC pledges prudence as it pursues US$165b US expansion
Taiwan Semiconductor Manufacturing Co. (TSMC) will remain prudent about spending this year while expanding globally to meet surging AI chip demand, as the chipmaker grapples with...
Sunday 20 July 2025
Intel CEO concedes Nvidia's AI lead: a critical shift for the semiconductor giant
Intel CEO Lip-Bu Tan has openly admitted to global employees that Nvidia has surpassed Intel in the AI chip market. This candid acknowledgment underscores the company's dramatic fall...
Friday 18 July 2025
US approval of Nvidia AI chip exports to China more than meets eye

Washington has formally approved shipments of Nvidia's H20 artificial intelligence chips to China, a decision widely seen as a strategic...

Friday 18 July 2025
H20 comeback sparks rush for HBM with Samsung set to benefit
Nvidia's H20 chip has been granted approval by the US government to be sold in China, despite being a lower-spec version compared to its original design. This approval has quickly...
Friday 18 July 2025
Nvidia's return to China faces trust deficit as domestic rivals gain ground
Nvidia announced at China's International Supply Chain Expo that its H20 chips received US government approval to resume sales in the world's second-largest economy, marking a pivotal...
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...
Wednesday 16 July 2025
Malaysia's swift crackdown on AI chip exports aims to safeguard data center boom
The Malaysian Ministry of Investment, Trade and Industry (MITI) has announced that exports, transshipments, and transit of US-origin artificial intelligence (AI) chips will now require...
Monday 14 July 2025
Keysight sees AI chip boom driving verification market growth
Keysight Technologies expects AI and 6G networks to fuel structural growth in the semiconductor verification market that will outpace industry capital expenditure increases, according...
Friday 11 July 2025
Korea’s Rebellions taps Taiwan alliance to challenge Nvidia in AI chip race
Seoul-based AI chip startup Rebellions is moving fast to stake its claim as South Korea's top domestic supplier of artificial intelligence (AI) semiconductors. The company is ramping...
Monday 7 July 2025
US plans AI chip curbs on Malaysia, Thailand over China concerns
President Donald Trump's administration plans to restrict shipments of AI chips from the likes of Nvidia Corp. to Malaysia and Thailand, part of an effort to crack down on suspected...