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Wednesday 15 October 2025
Samsung's rebound sparks optimism across South Korean semiconductor supply chain
As Samsung Electronics' performance rebounds, previously stagnant sectors such as materials, components, and equipment are expected to regain momentum. Improved performance across...
Wednesday 15 October 2025
Oracle picks AMD's MI450 GPUs to power next-gen AI supercluster
Oracle and AMD announced a major expansion of their partnership to support large-scale artificial intelligence (AI) computing, marking one of AMD's biggest supply deals for its upcoming...
Wednesday 15 October 2025
Rare earth export controls hit VCM supply chain
On October 9, 2025, China announced expanded export controls on rare earths. In response, US President Donald Trump vowed to impose 100% tariffs on goods from China starting in November...
Wednesday 15 October 2025
Samsung Semiconductor reshapes strategy from memory to foundry
Samsung Electronics' Device Solutions (DS) Division, responsible for its semiconductor business, is reportedly crafting a new strategic blueprint tailored to each segment's characteristics...
Wednesday 15 October 2025
OCP Summit: Pegatron showcases next-gen AI and HPC server platforms
At the OCP Global Summit 2025 in San Jose, Pegatron showcased a comprehensive lineup focused on next-generation AI, HPC, and professional visual computing workloads. The company also...
Tuesday 14 October 2025
Nexperia becomes the latest casualty of tech geopolitics
In an increasingly complex geopolitical landscape, Chinese tech giant Wingtech and its core subsidiary Nexperia are facing several trade barriers.
Tuesday 14 October 2025
Samsung joins Nvidia's NVLink Fusion ecosystem to strengthen AI foundry partnership
Samsung Electronics has officially joined Nvidia's NVLink Fusion ecosystem, marking a significant step in the two companies' collaboration within the semiconductor foundry sector....
Tuesday 14 October 2025
China's Ministry of Commerce vows to 'fight to the end' as hawks rise before 4th plenum
Amid China's toughest-ever rare earth export controls, China's Ministry of Commerce on October 14, 2025, reiterated a firm stance against the US, stating that if Washington continues...
Tuesday 14 October 2025
Beyond the rack: how OCP is wiring the world for AI
The Open Compute Project (OCP) Global Summit, held at the San Jose Convention Center, drew a record crowd of more than 11,000 participants, underscoring the event's growing importance...
Tuesday 14 October 2025
OCP Summit: AMD CTO projects US$500 billion AI market by 2028, calls openness 'fundamental' for scale
Open collaboration and shared standards will be essential to sustain the exponential growth of artificial intelligence (AI), AMD Chief Technology Officer and Executive Vice President...
Tuesday 14 October 2025
China raises rare-earth prices 37%, tightens export controls on global tech
China is sending new shockwaves through the global economy after its two largest rare-earth producers announced a massive 37% price hike for the fourth quarter. The move comes just...
Tuesday 14 October 2025
OCP Summit: Meta and Oracle adopt Nvidia Spectrum-X Ethernet to scale open AI data-center networks
Ian Buck, Nvidia's Vice President of hyperscale and high-performance computing, presented a keynote titled "Shaping the Future of Open Infrastructure for AI" at the 2025 OCP Global...
Tuesday 14 October 2025
Cerebras to establish AI computing infrastructure in UAE to support regional AI growth
American AI chip startup Cerebras Systems announced plans to deploy large-scale computing infrastructure in the UAE aimed at supporting fast-growing AI industries in the Middle East,...
Tuesday 14 October 2025
Commentary: China weaponizes rare earth dominance, global tech to pay the price
China tightened rare earth export controls after its National Day holidays, using its dominant production capacity to pressure US firms and advanced chipmakers amid rising supply chain...
Tuesday 14 October 2025
SK Hynix's US$3.87 billion Indiana plant sparks safety backlash
South Korean memory chipmaker SK Hynix has reportedly encountered unexpected resistance from local residents regarding its US$3.87 billion semiconductor factory investment plan in...