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Tuesday 9 December 2025
China GPU makers flood capital markets as AI chip race escalates
China's AI boom is redefining global tech rivalry, placing AI chips at the center of computing infrastructure. Domestic GPU makers are now rushing into capital markets, attempting...
Monday 8 December 2025
Research Insight: Strong momentum expected for data center AI chip packaging in 2025-2030
According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in...
Friday 5 December 2025
Moore Threads soars fivefold on STAR Market debut as US$1.07bn fuels AI chip drive
Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The...
Friday 5 December 2025
Jensen Huang warns US chip restrictions hand China AI advantage as Belt and Road expands
After meeting US President Donald Trump on December 3, 2025, Nvidia CEO Jensen Huang expressed uncertainty about whether China would accept the H200 AI chip if the US were to loosen...
Wednesday 3 December 2025
AWS plays both sides as Trainium 4 leans into NVLink
In a bid to maintain its dominance in cloud computing and challenge Nvidia's chokehold on the artificial intelligence (AI) chip market, Amazon Web Services (AWS) used its annual re:Invent...
Wednesday 3 December 2025
Anthropic's 1 million TPU deal intensifies Google's challenge to Nvidia
The AI chip market is at a turning point. Nvidia maintains its absolute technological and market dominance with its Blackwell architecture, but the full commercial rollout of Google...
Monday 1 December 2025
China turns to Baidu's Kunlun as AI chip constraints intensify
Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the...
Monday 1 December 2025
Jensen Huang says Nvidia must run very fast as AI chip competition intensifies

Nvidia CEO Jensen Huang made his fifth visit to Taiwan in 2025 on November 27, reportedly to pay a personal visit to TSMC founder Morris...

Friday 28 November 2025
Google's TPU shakes up ASIC market, challenging Nvidia's lead
Google's push to expand its Tensor Processing Unit platform is drawing renewed attention across the AI chip sector, prompting debate over whether the company intends to challenge...
Friday 28 November 2025
Trump-Xi détente could unleash another wave of Taiwan AI chip boom
The US Genesis Mission, a major AI infrastructure project, has boosted Taiwan's AI chip supply chain, as all global AI inference chips come from Taiwanese firms. With 76% of TSMC's...
Friday 28 November 2025
China's new TPU contender aims for Nvidia's AI chip dominance
China's AI chip startup Zhonghao Xinying has introduced its own tensor processing unit (TPU), a major step in the country's "de-Americanisation" drive as US export curbs continue...
Wednesday 26 November 2025
Nvidia defends GPU lead as Google TPU gains traction in AI chip market
Nvidia has asserted that its graphics processing unit (GPU) platform remains a full generation ahead of its competitors, responding to increased attention on Google's Tensor Processing...
Wednesday 26 November 2025
Kneron unveils KL1140 chip with 3x efficiency and 10x lower costs
Kneron has launched its next-generation KL1140 edge AI chip, introducing a processor that the company claims can reduce inference costs by tenfold and deliver three times higher energy...
Wednesday 26 November 2025
Micron to expand advanced DRAM development at Hiroshima site
Micron Technology announced plans to expand its DRAM memory development at its Hiroshima facility, with significant backing from the Japanese government. This move aims to boost output...
Wednesday 26 November 2025
Global data center AI chip packaging market forecast, 2024-2030
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