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Tuesday 15 July 2025
Jensen Huang's G2 tango secures Nvidia H20 chip exports to China
Nvidia CEO Jensen Huang announced that the company is preparing to resume shipments of its H20 AI GPU to China, following reassurances from the US government that export licenses...
Tuesday 15 July 2025
Alpha and Omega sells China stake after Huawei export violations
Alpha and Omega Semiconductor (AOS) is repositioning its China strategy while simultaneously grappling with the fallout from a significant US export control violation.
Tuesday 15 July 2025
Exclusive: Jensen Huang's third visit to China in 2025; RTX 6000D aims for two million shipments
Nvidia CEO Jensen Huang made his third visit to China in 2025, demonstrating significant sincerity to revive the Chinese market. According to supply chain sources, Nvidia has confirmed...
Tuesday 15 July 2025
Surge in GB200 and ASIC shipments boosts Taiwan semiconductor equipment sector
Strong demand for artificial intelligence (AI) applications has driven a significant rise in GB200 and ASIC shipments, propelling revenue growth across both upstream and downstream...
Tuesday 15 July 2025
DDR4 spot prices surge sharply as memory module makers benefit from high inventory in 2Q25
Driven by major DRAM manufacturers focusing on investment and research in high-bandwidth memory (HBM) and gradually phasing out mature process products, DDR4 spot prices have rapidly...
Tuesday 15 July 2025
US tariffs disrupt China's PCB expansion plans in Thailand
China has hit a roadblock in its printed circuit board (PCB) industry on its way to expand to Southeast Asia. Starting on August 1, 2025, the US will impose tariffs of up to 36% on...
Tuesday 15 July 2025
Japan's JS Foundry files for bankruptcy following power chip strategy setbacks
JS Foundry, a Japanese contract manufacturer focused on power semiconductors, filed for bankruptcy with the Tokyo District Court on July 14, reporting liabilities of JPY16.1 billion...
Tuesday 15 July 2025
China approves Synopsys-Ansys merger, but draws red lines on contracts
On the afternoon of July 14, 2025, China's State Administration for Market Regulation announced its conditional approval of US-based Synopsys' acquisition of Ansys shares. This deal...
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...
Monday 14 July 2025
Intel cuts jobs at Israel's Fab 28 as new CEO rethinks global footprint
Intel has initiated job cuts at its Fab 28 wafer fabrication plant in Kiryat Gat, Israel, marking the first time the facility—one of the chipmaker's three largest global manufacturing...
Monday 14 July 2025
Tariffs bite: China–US trade drops 9% in 1H as chip imports, rare earth exports climb

China–US trade fell 9.3% year-over-year in the first half of 2025, totaling CNY2.08 trillion (approx. US$290 billion), according...

Monday 14 July 2025
BOE pivots beyond displays to glass substrate packaging, perovskite solar
BOE Technology chairman Chen Yanshun revealed at the 2025 BOE Investor Day that the company will pivot toward glass substrate packaging and perovskite solar cell (PSC) technology...
Monday 14 July 2025
Next-gen semiconductor push: SK Hynix prepares laser cutting overhaul for ultra-thin wafers

As the semiconductor industry pushes the boundaries of chip performance, manufacturing processes are being forced to adapt. In preparation...

Monday 14 July 2025
Huawei's 'Little HiSilicon' launches all-out chip blitz: from RISC-V MCUs to AI edge SoCs
HiSilicon (Shanghai) Technologies — Huawei's application-specific chip design arm known as "Little HiSilicon" — has launched a broad lineup of self-developed chips spanning...
Monday 14 July 2025
Unigroup's US$14 billion comeback: post-restructuring push spans chips, global reach, IPOs
On July 11, 2025, Tsinghua Unigroup marked three years since its strategic overhaul with a strong performance report highlighting its resurgence in China's high-tech sector. Over...