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Wednesday 20 August 2025
Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
Wednesday 20 August 2025
Cambricon Technologies to raise CNY3.98B to advance AI chip autonomy
China's artificial intelligence (AI) industry is rapidly developing, with the Chinese government actively promoting increased procurement of domestically produced AI chips by local...
Monday 18 August 2025
AMD CEO calls export controls noise, reveals counter-strategy
Recently, there has been widespread discussion about US President Donald Trump imposing "export taxes" on American AI chipmakers such as Nvidia and AMD for products exported to China...
Saturday 16 August 2025
Nvidia reportedly confirms Rubin AI chip launch timeline as AMD reveals 2026 server challenge
Nvidia, navigating a complex mix of geopolitics and growing competition, says its next-generation Rubin AI chip remains on schedule, despite rumors of delays and new US revenue-sharing...
Friday 15 August 2025
China pushes back against Nvidia H20 chip exports amid US trade tensions
Chinese authorities have recently voiced concerns about the reauthorization of shipments for Nvidia Corporation's H20 AI chips, highlighting fears that these chips could be remotely...
Thursday 14 August 2025
Tencent widens AI chip sourcing as Beijing puts H20 under the microscope
Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...
Wednesday 13 August 2025
US export levy targeting Nvidia and AMD may expand to other semiconductor firms
The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...
Tuesday 12 August 2025
Could US chip export tariffs be new tool against China?
US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move...
Tuesday 12 August 2025
Trump floats weakened Blackwell export to China in return for US revenue share
US President Donald Trump signaled on Monday that he'd be open to allowing Nvidia Corp. to sell a scaled-back version of its most advanced AI chip to China.
Monday 11 August 2025
Msscorps sets record 2Q25 revenue but posts loss on forex hit; AI demand fuels growth momentum
Taiwan-based materials analysis specialist Msscorps reported consolidated revenue of NT$545 million (US$18.24 million) for the second quarter of 2025, up 17.25% from the previous...
Monday 11 August 2025
TSMC eyes record-breaking 2025 as AI chip boom fuels 3nm dominance
Taiwan Semiconductor Manufacturing Co. (TSMC) reported consolidated revenue of approximately NT$323.166 billion (US$10.82 billion) in July, marking a 22.5% increase from June and...
Monday 11 August 2025
India roundup: US doubles down tariffs on India

The US imposition of a 50% tariff on India puts the country in a difficult position, caught between...

Sunday 10 August 2025
Ample Electronic unveils advanced thermal paste for AI chip cooling

Ample Electronic Technology, a leading upstream supplier of conductive pastes and thick-film conductor materials for passive components,...

Thursday 7 August 2025
Zettabyte secures strategic investment from Lam Research to expand global AI data center footprint
Zettabyte, an AI data center service provider, has secured a strategic investment from Lam Capital, part of Lam Research Corporation. The funding round also saw involvement from Taiwanese...
Wednesday 6 August 2025
China probes H20 backdoor: Nvidia denies allegations, affirms consent
China's People's Daily has issued a sharp warning over national security risks tied to Nvidia's H20 AI chip, following reports of possible backdoor vulnerabilities. The commentary...