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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...
Friday 19 September 2025
Domestic AI chips forecast to capture over half of China's market by 2027
Once confined to gaming arcades, GPUs have transformed into the lifeblood of the AI revolution. Nvidia, the undisputed industry titan, wields what many call the "golden shovel" in...
Friday 19 September 2025
Imec CEO calls CMOS 2.0 the anchor for AI’s future

Dr. Luc Van den hove, president and CEO of Belgian research institute imec, used his keynote at SEMICON Taiwan 2025 to call for a global...

Friday 19 September 2025
Samsung and SK Hynix set stage for global battle over HBM4 chips

SK Hynix has announced it is the first in the world to establish a mass production system for sixth-generation High Bandwidth Memory...

Friday 19 September 2025
Analysis: After Nvidia invests in Intel, who's next?

Intel has secured another high-profile backer. Following earlier commitments from SoftBank and the US government, Nvidia has announced...

Friday 19 September 2025
Intel–NVIDIA alliance: what it means for TSMC, AMD, Arm and the wider industry

NVIDIA has announced it will invest US$5 billion in Intel, purchasing shares at US$23.28 each. The move surprised no one in the semiconductor...

Thursday 18 September 2025
Nvidia invests US$5 b in Intel CPU-GPU pact, viewed as TSMC positive, says DIGITIMES analyst
Nvidia and Intel announced a wide-ranging collaboration to jointly develop data center and personal computing products that integrate both companies' technologies. The agreement centers...
Thursday 18 September 2025
Sinbon Electronics drives expansion amid strong global semiconductor demand
Sinbon Electronics is actively expanding its production capacity in response to robust global demand in the semiconductor sector. The company recently secured certifications from...
Thursday 18 September 2025
Hanwha E-ssential challenges Ajinomoto's ABF monopoly with 2026 launch
Hanwha E-ssential, a subsidiary of Hanwha Solutions, has successfully localized the production of semiconductor packaging insulation materials in South Korea. The company plans to...
Thursday 18 September 2025
Taiwan bets big on silicon photonics to capture US$100 billion global market
Taiwan is racing to advance its silicon photonics capabilities, aiming to develop high-efficiency 400Gbps optical modules within one to two years, according to the Ministry of Economic...
Thursday 18 September 2025
Murata doubles down on M&A plan, raising capital expenditure target from JPY100B to JPY220B
Murata Manufacturing has announced its Medium-Term Direction 2027, outlining ambitious growth targets and a bold investment strategy as the electronics market undergoes structural...
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...
Thursday 18 September 2025
Arm inaugurates Bengaluru design center, boosting India's chip ambitions
Arm has opened a new chip design center in Bengaluru focused on advanced 2nm chips. Union IT minister Ashwini Vaishnaw called it a milestone for India's semiconductor goals, making...
Thursday 18 September 2025
CoPoS emerges as successor to CoWoS: K&S aligns with AI chip demands
Advanced packaging has emerged as the centerpiece of semiconductor innovation, with industry attention now focused on what will replace the dominant chip-on-wafer-on-substrate (CoWoS)...
Thursday 18 September 2025
China tightens the reins on Nvidia: antitrust probe reopens Mellanox questions
China's State Administration for Market Regulation (SAMR) announced on September 15, 2025, that Nvidia had breached Chinese antitrust law and conditions imposed when Beijing cleared...