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Thursday 4 December 2025
Taiwan's president invokes past chip curbs as US weighs Nvidia sales to China
Taiwan President Lai Ching-te used an interview with Andrew Ross Sorkin at The New York Times DealBook Summit to frame semiconductors as a shared global resource and signal...
Thursday 4 December 2025
Micron to exit consumer business as AI reshapes global memory demand
Micron Technology has announced plans to exit its consumer business, marking one of its most significant strategic shifts in years as the company prioritizes advanced memory chips...
Thursday 4 December 2025
China turns to chip stacking amid US curbs on advanced manufacturing
China is turning to advanced chip packaging and near-memory computing in an effort to build competitive artificial intelligence processors using mature manufacturing technologies,...
Thursday 4 December 2025
Eris Tech targets data center opportunities; Nexperia chip crisis effects to surface in 2026
To meet the rising power management demands of AI data centers, power semiconductor company Eris Technology has begun deploying AI power components, and its subsidiary Yea Shin Technology...
Wednesday 3 December 2025
Vultr plans US$1bn AI cluster in Ohio with AMD's newest chips
US cloud infrastructure provider Vultr said it plans to build a 50 MW AI computing cluster at its Ohio data centre, using around 24,000 chips powered by AMD's latest AI processors...
Wednesday 3 December 2025
AWS plays both sides as Trainium 4 leans into NVLink
In a bid to maintain its dominance in cloud computing and challenge Nvidia's chokehold on the artificial intelligence (AI) chip market, Amazon Web Services (AWS) used its annual re:Invent...
Tuesday 2 December 2025
Merck launches Kaohsiung semiconductor flagship campus to target AI and silicon photonics
Merck Group's Kaohsiung semiconductor technology flagship campus officially completed phase one on December 1, marking Merck's first large-scale semiconductor materials technology...
Tuesday 2 December 2025
Apple's potential Intel partnership hinges on 18A-P process maturity by 2027
Apple may resume chip production cooperation with Intel for entry-level M-series chips as early as 2027, contingent on the maturity of Intel's 18A-P process within 18 to 24 months...
Tuesday 2 December 2025
MediaTek secures Google V7e chip order, eyes 2M units by 2027
Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026...
Tuesday 2 December 2025
Nvidia's US$2 billion Synopsys stake signals a bid to strengthen CUDA ecosystem amid ASIC challenges
Nvidia's US$2 billion investment in Synopsys marks a pivotal attempt to extend CUDA and GPU-accelerated computing from AI training into the core of industrial and semiconductor engineering,...
Tuesday 2 December 2025
Apple reportedly weighs Intel's 18A-P for 2027 entry-level Mac chips, challenging TSMC's exclusive grip
Despite Nvidia CEO Jensen Huang and many industry veterans arguing that former TSMC senior vice president Wei-Jen Lo joining Intel will not materially affect TSMC — given the...
Monday 1 December 2025
PaleBlueDot AI seeks US$300m loan for Nvidia chips
US AI company PaleBlueDot AI is reportedly seeking a US$300 million loan to help Chinese social media platform RedNote (Xiaohongshu) use Nvidia's high-end AI chips through a data...
Monday 1 December 2025
Micron reportedly plans new Hiroshima fab to reduce reliance on Taiwan production
Micron Technology is reportedly planning to invest JPY1.5 trillion(US$9.6 billion) to establish a new high-bandwidth memory (HBM) manufacturing facility at its Hiroshima campus, according...
Monday 1 December 2025
China turns to Baidu's Kunlun as AI chip constraints intensify
Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the...
Sunday 30 November 2025
Samsung reportedly nears December verdict on Nvidia HBM4 tests
Samsung Electronics is reportedly nearing the final stage of qualification tests for its HBM4 memory chips with Nvidia, with a December decision that could mark one of the company's...