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Friday 3 October 2025
Nvidia's decades-long China strategy disrupted by deepening US-China tech rivalry
For years, Nvidia treated China as one of its most important growth markets, working closely with local partners to embed its GPUs into the country's AI ecosystem. From data centers...
Thursday 2 October 2025
Qualcomm adopts Arm v9 amidst competitive and legal dynamics
Qualcomm's adoption of Arm's v9 architecture represents a strategic shift that balances AI capabilities, legal considerations, and competitive pressures while diversifying its technological...
Thursday 2 October 2025
China to give local products 20% edge in govt purchases
Starting January 1, 2026, China will give domestic products a 20% price advantage in government procurement to support local AI chipmakers, promoting self-reliance, though advanced...
Thursday 2 October 2025
US proposed chip manufacturing ratio raises Malaysia trade concerns
The US government is reportedly weighing a policy that would require companies to manufacture and import semiconductor chips in the US on a 1:1 ratio, with additional tariffs imposed...
Thursday 2 October 2025
Rumored Intel-AMD foundry deal signals potential shift in chipmaking landscape
Intel is reportedly in early talks to manufacture chips for rival AMD, Semafor revealed, a move that could boost confidence in Intel's struggling foundry business. While...
Wednesday 1 October 2025
Qualcomm's 2025 Snapdragon Summit: solid upgrades but AI vision falls short
Qualcomm's annual Snapdragon Summit officially concluded last week and benchmark scores for the new products are now being released. Overall, Qualcomm has delivered significant upgrades...
Wednesday 1 October 2025
Cerebras raises US$1.1 billion in Series G funding, valuation hits US$8.1 billion
US AI chip startup Cerebras Systems has completed a US$1.1 billion Series G funding round, elevating its valuation to US$8.1 billion. The funding round saw participation from the...
Wednesday 1 October 2025
China's Zhaoxin unveils KH-50000 server chip in direct shot at AMD
Shanghai Zhaoxin Semiconductor has unveiled the Kaisheng KH-50000 server CPUs, aiming squarely at AMD's EPYC line. Debuting at Alibaba Cloud's Apsara Conference 2025, the chips were...
Wednesday 1 October 2025
Memory chip prices surge as suppliers hold back inventory; DRAM and NAND expected to rise post-China holiday
Memory chip prices surged across all categories in September after a weak August, with some products jumping more than 40% in a broad-based rally.
Wednesday 1 October 2025
Kioxia and SanDisk launch new Japan facility amid rising AI demand for advanced memory chips
Kioxia and its long-time partner SanDisk announced on September 30 that their new chip factory in northern Japan has officially begun operations, a strategic move to meet the surging...
Wednesday 1 October 2025
Nvidia falters in China; Huawei moves to fill AI chip vacuum
Huawei is set to expand Ascend AI chip output, seizing on Nvidia's shrinking position in China as US export curbs and Beijing's security mandates squeeze the American company's market...
Tuesday 30 September 2025
Richard Yu to lead Huawei's Investment Review Board in strategic AI pivot

Huawei is doubling down on its artificial intelligence (AI) ambitions. On September 29, company founder Ren Zhengfei personally signed...

Tuesday 30 September 2025
Lei Jun’s ten-year bet: Why Xiaomi chose hard road to chip independence

On the evening of September 25, Xiaomi founder and CEO Lei Jun took the stage for his sixth annual keynote, titled simply: "Change."...

Tuesday 30 September 2025
China's Zhaoxin breaks into healthcare: 6,000+ hospital PCs run x86 chips against Intel, AMD

Shanghai Zhaoxin Semiconductor has scored a breakthrough in China's healthcare sector. On September 23, the x86 chipmaker announced that...

Tuesday 30 September 2025
South Korea's Rebellions raises US$250M from Arm and Samsung, valued at US$1.4B
South Korean AI semiconductor startup Rebellions has raised US$250 million in a Series C round, backed by Arm Holdings Plc, Samsung Ventures, and Pegatron's VC arm, accelerating its...