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Tuesday 26 August 2025
China reportedly enforces blanket halt on Nvidia H20, leaving AI revenue in doubt
Investment bank Jefferies Group LLC has warned in a memo that China has imposed a sweeping ban on Nvidia's H20 AI GPUs, blocking domestic companies from placing any new orders for...
Tuesday 26 August 2025
Malaysia advances IC design ambitions with launch of MARS1000 edge AI chip
Malaysia has launched its first locally designed edge AI processor, the MARS1000, developed by SkyeChip Sdn Bhd. Unveiled at the Malaysia Semiconductor Industry Association Merdeka...
Tuesday 26 August 2025
Nvidia’s H20 meets abrupt demise in China

Over the past few months, China's AI chip market has flipped upside down. Nvidia's H20 processor, once touted as a vital stopgap for...

Monday 25 August 2025
Nvidia halts H20 chip production, reportedly seeks downgraded Blackwell for China
The H20 chip faces resistance from the Chinese government, with reports indicating that Nvidia has requested its supply chain partners to halt production of the H20. However, Nvidia...
Monday 25 August 2025
Research Insight: Win-win alliance between Tesla and Samsung strengthens chip and foundry ambitions

Tesla and Samsung have struck a US$16.5 billion chip deal seen as a win-win, with Samsung's Texas...

Monday 25 August 2025
Chipping away at H20: DeepSeek's UE8M0 FP8 signals Beijing's AI pivot toward homegrown chips
DeepSeek has introduced its new large language model, DeepSeek-V3.1, featuring a key upgrade: the "UE8M0 FP8 Scale" precision format. The company emphasized that the format was tailored...
Monday 25 August 2025
Nvidia earnings report to highlight AI demand, Blackwell capacity, and China market focus
The spotlight will be on Nvidia as it prepares to release its financial results for the second quarter of fiscal year 2026 (2QFY26), with the earnings announcement scheduled for August...
Monday 25 August 2025
Samsung and SK Hynix slash NAND spending as SK Hynix unveils 321-layer breakthrough
Samsung Electronics and SK Hynix are reportedly pulling back on investments in advanced NAND flash memory as weak demand and rising costs push them to concentrate on higher-margin...
Monday 25 August 2025
Mindgrove bets on cost, compliance, and partnerships to take Indian chips global
Chennai-based Mindgrove Technologies is charting a path from prototype to mass production of secure IoT chips, betting on cost efficiency, regulatory compliance, and deep partnerships...
Monday 25 August 2025
Baidu's Kunlunxin's US$140 million AI chip order from China Mobile fuels face-off with Nvidia
China's push to challenge Nvidia in AI chips is accelerating, with Baidu's Kunlunxin winning a US$140 million order from China Mobile. Alongside Huawei's Ascend processors and Cambricon's...
Monday 25 August 2025
Nvidia reportedly pushes Samsung to step up HBM4 production
Nvidia executives have reportedly urged Samsung Electronics to prioritize production of sixth-generation high-bandwidth memory (HBM4) rather than fifth-generation 12-layer HBM3 during...
Monday 25 August 2025
Taiwan drone suppliers embrace consumer tech amid security crackdown
Since Russia invaded Ukraine, drones have taken on a far bigger role in combat than many expected. They are light, fly low to the ground, and can be quickly modified, making them...
Saturday 23 August 2025
Rebellions takes on Nvidia with Saudi expansion, Aramco partnership
South Korean AI chip startup Rebellions has opened a subsidiary in Riyadh, making it the first Korean AI semiconductor company to establish a local unit in Saudi Arabia, according...
Friday 22 August 2025
Jensen Huang's whirlwind Taiwan visit: 5 key priorities with TSMC before earnings call
Nvidia CEO Jensen Huang made a surprise visit to Taiwan on August 22, spending just 12 hours in the country. He said the trip was to meet TSMC executives and review six chips already...
Friday 22 August 2025
China’s AI chip drive eyes 82% autonomy by 2027
China's top provinces are intensifying efforts to reduce reliance on foreign semiconductors, setting aggressive targets to boost self-sufficiency in AI and data center chips.