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Thursday 17 July 2025
Nvidia's Jensen Huang discusses AI, China's tech influence, and personal tech preferences
During an extended Nvidia media briefing in China after the China International Supply Chain Expo, CEO Jensen Huang addressed US-China trade relations and China's rising tech influence...
Thursday 17 July 2025
China's chip elite pivots to ADAS amid EV compute saturation
China's electric vehicle sector is facing intense competition and slowing chip demand, prompting the country's top IC design talent to pivot toward advanced driver-assistance systems...
Thursday 17 July 2025
Uncertainty still clouds H20 relaunch in China despite resumed sales, says Jensen Huang
On July 16, Nvidia founder and CEO Jensen Huang held a lengthy interview with over 30 Chinese media outlets in Beijing, addressing issues ranging from the recent resumption of H20...
Thursday 17 July 2025
Huawei's AI chip expansion into SEA and the Middle East likely limited to sanctioned markets
Recent market rumors suggest that Huawei has begun supplying small quantities of its own AI chips to potential customers in Southeast Asia and the Middle East as a trial. Many observers...
Thursday 17 July 2025
Nvidia's H20 chips see surge in Chinese orders as Jensen Huang returns to Beijing
The China International Supply Chain Expo (CISCE) in Beijing, China, was held on July 16, 2025, with the attendance of Nvidia CEO Jensen Huang becoming the main attraction. During...
Thursday 17 July 2025
Nvidia's Jensen Huang names 10 Chinese AI firms shaping the future — from Tencent to MiniMax

Nvidia CEO Jensen Huang delivered a rare Mandarin-language keynote at the China International Supply Chain Expo on July 16, appearing...

Thursday 17 July 2025
Beyond Arizona: TSMC’s next big bet may be in rural Taiwan
Taiwan Semiconductor Manufacturing Co. (TSMC) has reiterated its commitment to growing semiconductor production in Taiwan, despite increasing investments in the US. Supply chain sources...
Thursday 17 July 2025
ASML withholds High NA EUV order disclosures amid strong system upgrades and logic demand
In the latest earnings call held on late July 16, ASML revealed that customers have requested it to withhold details on High NA EUV order volumes, despite growing demand. While EUV...
Thursday 17 July 2025
ASML sees easing of export rules as ecosystem boost despite China backlog cut
In an earnings call on July 16, ASML said the loosening of export restrictions on AI chips and design tools for China is a positive sign for the global semiconductor ecosystem. While...
Thursday 17 July 2025
ASML flags rising uncertainty in 2026 outlook amid tariff concerns
ASML executives warned of growing uncertainty in their 2026 outlook, citing escalating trade tensions and shifting customer sentiment. During the company's second-quarter 2025 earnings...
Thursday 17 July 2025
Siemens eyes Samsung’s IP weak spot—could it unsettle the Synopsys-Cadence duopoly?
In a strategic move to disrupt the duopoly of Synopsys and Cadence in the electronic design automation (EDA) market, Siemens is reportedly launching an intellectual property (IP)...
Thursday 17 July 2025
China's Wingtech reboots C-suite as it doubles down on semiconductors
Wingtech Technology announced on July 15 a sweeping leadership overhaul as it shifts its core strategy toward semiconductors, following the divestiture of its consumer electronics...
Thursday 17 July 2025
Adata surges on memory boom, eyes AI and Biotech for next growth wave
Taiwanese memory module maker Adata Technology reported after-tax profit of NT$462 million (US$15 million) in June 2025, marking a dramatic turnaround from a loss in the same month...
Thursday 17 July 2025
Malaysia’s states compete to lead national push in IC design

Malaysia is ramping up efforts to grow its domestic integrated circuit (IC) design industry, as key states such as Selangor, Sarawak,...

Thursday 17 July 2025
Can GlobalFoundries' MIPS move chip away at Arm's edge AI dominance?
While Intel's new CEO Lip-Bu Tan is still pondering how to find a path forward for its foundry business, US-based semiconductor foundry giant GlobalFoundries (GF) recently announced...