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Monday 28 July 2025
Huawei's shadow fab (3): key 'mature process' piece on the US radar
While global attention focuses on the arms race in advanced semiconductor processes below 7nm, China is quietly setting up a formidable strategy in another area considered a "non-strategic...
Friday 25 July 2025
Nvidia's flagship chips pour into China via gray channels: US$1B smuggled in 3 months
Despite stricter AI chip export controls under the Trump administration, over US$1 billion worth of Nvidia's high-end GPUs have reportedly entered China through black-market channels...
Friday 25 July 2025
China targets 22/28nm as wafer sourcing landscape shifts
China's continued investment in mature semiconductor foundry capacity has become a focal point in the industry. Many worry that China's mature process output could flood global markets,...
Friday 25 July 2025
Rapidus touts threefold boost in chipmaking speed over TSMC with unified 2nm process
Rapidus is developing an innovative semiconductor production system designed to significantly speed up the manufacturing process of 2nm and sub-2nm chips by combining wafer fabrication...
Thursday 24 July 2025
Samsung delays HBM4 rollout to 2026 due to yield challenges, all while SK Hynix strengthens lead in AI memory

Samsung Electronics is reportedly pushing back the mass production of its next-gen high-bandwidth memory (HBM) chips to 2026, signaling...

Thursday 24 July 2025
Trump weighed Nvidia breakup but was told it'd be 'hard'
President Donald Trump said he considered attempting to break up Nvidia to increase competition in artificial intelligence (AI) chips before finding out "it's not easy in that busi...
Thursday 24 July 2025
'Awkward' fit: Nvidia's H20 snubbed in China as Qihoo 360 turns to Huawei AI chips
Nvidia's H20 chip has re-entered the Chinese market but is facing an underwhelming reception, as influential tech leaders increasingly favor local semiconductor alternatives. Zhou...
Thursday 24 July 2025
AMD CEO sees chips from TSMC's US plant costing 5%-20% more
Advanced Micro Devices Inc. Chief Executive Officer Lisa Su said that the chips her company gets from supplier Taiwan Semiconductor Manufacturing Co. cost more when they're produced...
Wednesday 23 July 2025
SK Group chairman meets OpenAI CEO Sam Altman to deepen AI, HBM ties
SK Group chairman Chey Tae-won recently visited OpenAI's headquarters in San Francisco for a private meeting with CEO Sam Altman, according to reports from South Korean outlets Maeil...
Wednesday 23 July 2025
Samsung reportedly adopts long-term strategy for 2nm process to compete with TSMC
Samsung Electronics plans to begin mass production of its 2nm semiconductor process in the second half of 2025. Although reports indicate that Samsung is currently trailing TSMC in...
Wednesday 23 July 2025
Taiwan's AI & robotics alliance targets US$34 billion industry by 2030
Robotics has proven its worth as Nvidia CEO Jensen Huang and TSMC chairman C. C. Wei have both recently expressed strong interest in the sector, catalyzing growth across Taiwan's...
Wednesday 23 July 2025
Oracle to supply OpenAI with 2 million AI chips for data centers
OpenAI and Oracle Corp. announced they will develop 4.5 gigawatts of additional US data center capacity in an expanded partnership, furthering a massive plan to power artificial intelligence...
Monday 21 July 2025
Nvidia's China chip clearance spurs SK Hynix memory expansion plans
Nvidia's renewed ability to sell H20 artificial intelligence chips to China following the lifting of US restrictions is driving SK Hynix to consider expanding production of advanced...
Monday 21 July 2025
Weekly news roundup: Nvidia partners with Micron, Huawei's 'Little HiSilicon' launches, GB300 production begins
Below are the top DIGITIMES Asia stories from July 14 to 20, 2025. The top three topics include Nvidia teams up with Micron for a major SOCAMM rollout, aiming to challenge high-bandwidth...
Monday 21 July 2025
Amazon, Google drive HBM memory boom as custom AI chips threaten Nvidia’s lead
As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies...