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Friday 29 August 2025
Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers
As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based...
Friday 29 August 2025
Anstek sees growth from AI demand and industrial control, expects strong 2025 revenue
Macnica Anstek, Japan-based Macnica's subsidiary in Taiwan, reported rising orders supported by recovery in industrial control and automated test equipment (ATE) markets, alongside...
Friday 29 August 2025
Trump warns of tariffs after US-Korea summit, puts Seoul digital rules in spotlight
The US-Korea leaders' summit ended without touching on the issue of so-called "digital barriers," a long-standing grievance for US tech firms. Yet hours later, President Donald Trump...
Friday 29 August 2025
AEMC, Nanpao, and Trusval form JV targeting high-end semiconductor packaging adhesives
AEMC, Nanpao, and Trusval, on August 28, 2025, announced the establishment of a joint venture (JV) with a capital of NT$500 million (US$16.4 million). The shareholding is divided...
Friday 29 August 2025
VMware remains cautious on expanding support for Arm architecture despite growing market interest
VMware has neither confirmed nor denied rumors suggesting imminent large-scale support for Arm architecture in its cloud computing offerings. While acknowledging customer demand for...
Friday 29 August 2025
India-based boAt, HrdWyr unveil indigenously designed chip with Tata Electronics support
boAt has partnered with semiconductor startup HrdWyr to launch the HrdWyr Indus 1011, a high-volume chip fully designed in India, with assembly, packaging, and testing enabled by...
Friday 29 August 2025
SMIC revenue surges 23% in 1H25, underscoring China’s chip ambitions
Semiconductor Manufacturing International Corporation (SMIC) reported strong results for the first half of 2025, with revenue rising 23.4% year-on-year to CNY31.99 billion (US$4.47...
Friday 29 August 2025
CG Semi launches $870m OSAT facility in Gujarat to boost India’s chip ambitions
According to BusinessWire, CG Semi Private Limited, a subsidiary of CG Power and Industrial Solutions Limited and part of the Murugappa Group, has inaugurated its first Outsourced...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei
China is preparing to triple its domestic AI chip production by 2026, according to people cited by the Financial Times. Three new wafer fabs...
Friday 29 August 2025
AI demand and state backing lift China's semiconductor rally

Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping...

Friday 29 August 2025
Nvidia and Google cash in on AI inference as AMD racks up losses
Global technology giants are racing to expand AI inference capacity, and Morgan Stanley says the economics are proving extraordinary. A new report from the bank, based on detailed...
Friday 29 August 2025
Everlight Chemical banks on semiconductor materials
Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in...
Friday 29 August 2025
Lutnick to TSMC: no free ride on Biden's US$6.5B chip grant
US Commerce Secretary Howard Lutnick said in a CNBC Squawk Box interview on the 26th that one of his first actions after taking office...
Thursday 28 August 2025
US weighs equity stakes in chipmakers under CHIPS Act, but Nvidia off the table
The Trump administration's move to take a 10% stake in Intel has intensified debate over whether CHIPS and Science Act subsidies could be linked to equity ownership, fueling concerns...