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Sunday 9 November 2025
SK Hynix pushes 1C DRAM for HBM4E as AI memory demand surges
South Korea's two largest memory chipmakers, SK Hynix and Samsung Electronics, are reportedly finalizing supply agreements with Nvidia for next-generation high-bandwidth memory (HBM4),...
Thursday 6 November 2025
China bans Nvidia from state data centers, mandates domestic AI chips
China has escalated its campaign to reduce dependence on foreign technology. The country now requires all new state-funded data centers to use domestically produced artificial intelligence...
Thursday 6 November 2025
Cambricon's NeuWare breaks China's dependence on Nvidia CUDA
In the AI era, competition among chipmakers goes beyond compute power and centers on ecosystem and full-stack integration. Beijing-based Cambricon Technologies, an AI chip designer...
Wednesday 5 November 2025
China's chipmakers cash in on localization momentum
China's semiconductor sector is entering a structural growth phase in 2025, fueled by persistent demand from artificial intelligence (AI), electric vehicles (EVs), and advanced man...
Tuesday 4 November 2025
China's Beidou satellites power a new era of homegrown navigation chips

As China completes the global deployment of its BeiDou-3 Navigation Satellite System, officials are now focused on exporting the technology...

Monday 3 November 2025
Nexperia's supply freeze upends global chip chains, but opens doors for Taiwan

The aftershocks of Nexperia's abrupt suspension of power semiconductor shipments continue to reverberate across the global electronics...

Tuesday 28 October 2025
Power crunch threatens Taiwan's semiconductor supply chain
Driven by global net-zero ambitions and the rapid rise of AI computing, electricity has evolved from basic infrastructure into a strategic resource shaping national competitiveness...
Thursday 16 October 2025
ASML sees continued growth in EUV demand, confident in High NA progress
ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...
Monday 6 October 2025
Indian state courts SK Hynix with investment proposal amid global expansion plans
The government of Andhra Pradesh is stepping up efforts to attract SK Hynix, one of the world's leading memory chipmakers, to establish a facility in India. According to The Deccan...
Sunday 5 October 2025
AI data center surge tests connector makers on speed, power, and cooling
The global AI boom is driving a new wave of server and data center build-outs. With hyperscalers and chipmakers expanding compute infrastructure, data transmission is surging, and...
Wednesday 1 October 2025
US sanctions push YMTC's NAND share below 5% in 2Q25
US sanctions are taking a toll on one of China's top chipmakers, Yangtze Memory Technologies (YMTC), as its share of the global NAND flash memory market has slipped below 5%.
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...
Friday 26 September 2025
Global chip sector faces 2026 slowdown: AI growth meets consumer market chill
The semiconductor sector is preparing for a muted rebound in consumer electronics in late 2025. What was once a reliable seasonal upswing now appears absent, with third-quarter order...
Wednesday 24 September 2025
Huawei's custom HBM challenges the existing memory hegemony
China is moving aggressively into the high-performance DRAM market dominated by Samsung Electronics and SK Hynix, with its sights set on customized high-bandwidth memory (HBM). The...
Friday 19 September 2025
Huawei's Ascend chips to surpass Nvidia's China-only GPUs with up to 8 PFLOPS, 14.4TB/s bandwidth
US export controls have capped the performance of Nvidia's "China-only" GPUs, opening the door for domestic chipmakers to compete. Huawei's Ascend roadmap, announced at its 2025 Connect...