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Thursday 29 May 2025
Nvidia, AMD to launch China-ready AI chips in 3Q25—cut down, not counted out
Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven...
Thursday 29 May 2025
Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents...
Thursday 29 May 2025
Hanmi Semiconductor wins US$5.8 million ASE supply contract
Hanmi Semiconductor has secured a major supply agreement with Taiwan's ASE Technology Holding Co., marking another strategic win in its global expansion drive. Under the contract,...
Thursday 29 May 2025
Jensen Huang: China's AI moves on with or without US chips
Nvidia Corp. today reported robust financial results for its first quarter of fiscal 2026, with revenue reaching US$44 billion, a 69% increase year-over-year. However, the company...
Thursday 29 May 2025
China's 5nm workaround: DUV tricks push limits as EUV blockade bites
Huawei's HiSilicon and Lenovo have reignited global debate over China's semiconductor ambitions by launching AI PCs and tablets powered by 5nm chips, despite the country's lack of...
Wednesday 28 May 2025
Samsung Foundry breaks through: eyes Sony and AMD orders after securing Nintendo
Samsung Electronics' foundry division is making strides following its successful acquisition of Nintendo's 8nm process orders. The division, led by Jinman Han, is now actively pursuing...
Wednesday 28 May 2025
US chip tariffs pose biggest challenge to American firms; Trump likely to back down
The impending semiconductor chip tariff policy continues to cause concern. The semiconductor supply chain believes that if US President Donald Trump insists on imposing tariffs, it...
Wednesday 28 May 2025
DEEPX aims to deliver energy-efficient, low-cost AI chip solutions for edge computing
At Computex in Taipei, Lokwon Kim, founder and CEO of the Korean semiconductor company DEEPX, shed light on his company's robust capabilities in designing high-performance AI chips...
Wednesday 28 May 2025
Self-developed Xring will power flagship products before expanding to other products, said Xiaomi
Xiaomi executives emphasized a patient, long-term strategy for self-developed chips during the company's first-quarter 2025 earnings call held on May 27. Partner and president Lu...
Wednesday 28 May 2025
TSMC taps Munich for AI chip push as Europe craves tech sovereignty
TSMC will open a new design center in Munich in the third quarter of 2025, strengthening its footprint in Europe and supporting the region's push for greater semiconductor self-sufficiency...
Wednesday 28 May 2025
Qualcomm throws cold data on Apple’s C1 modem debut
A study commissioned by Qualcomm Inc. found that its modem chips worked better than a rival component developed by Apple Inc., especially for cellular customers in dense urban area...
Wednesday 28 May 2025
Nvidia pulls the plug on Hopper in China—AI giants scramble to adapt
In the first half of 2025, Nvidia CEO Jensen Huang officially announced that the company will no longer release Hopper architecture AI chips tailored for China. This announcement...
Tuesday 27 May 2025
CXMT to scrap DDR4 in policy-fueled pivot—DDR5 deluge may follow
ChangXin Memory Technologies (CXMT), China's top DRAM supplier, is reportedly preparing to phase out DDR4 products for server and PC use by mid-2026. As the company pivots to DDR5...
Monday 26 May 2025
Xiaomi takes the long road on custom chips as Qualcomm shrugs off the XRing O1
Xiaomi has unveiled its new in-house smartphone processor, the XRing O1, positioning it as a direct competitor to flagship system-on-chips from Qualcomm and MediaTek. Designed with...
Monday 26 May 2025
Malaysia's neutrality tested: Huawei AI project draws G2 heat
Malaysia is walking a diplomatic tightrope as a locally initiated artificial intelligence project involving Chinese tech giant Huawei has drawn scrutiny from both the US and China,...