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Friday 10 October 2025
Beijing targets Qualcomm and TechInsights in widening tech crackdown
China has intensified its regulatory actions against foreign companies amid escalating tensions with the US, launching an antitrust investigation into Qualcomm while adding several...
Friday 10 October 2025
FuriosaAI leads South Korea's physical AI push
As South Korea aims to become a top-three global AI powerhouse, neural processing unit (NPU) startup FuriosaAI envisions AI's ultimate evolution into physical AI. The company believes...
Thursday 9 October 2025
Applied Materials advances AI chip performance with hybrid bonding and e-beam metrology
To enhance the performance of advanced logic and memory chips required for AI computing, global semiconductor equipment leader Applied Materials has unveiled new semiconductor manufacturing...
Thursday 9 October 2025
Commentary: China's TGV ambitions face an uphill battle
China's development of through glass via (TGV) technology, crucial for advanced semiconductor packaging in AI and high-performance computing chips, encounters significant hurdles,...
Thursday 9 October 2025
Beijing tightens tech controls, linking rare earths to AI and national security

In a major escalation of its tech resource policy, China's Ministry of Commerce announced new export restrictions on rare earth materials,...

Wednesday 8 October 2025
OpenAI reignites AMD ecosystem, boosting Taiwan supply chain prospects
OpenAI has recently intensified collaborations with chip suppliers, signing an AI GPU partnership with AMD following deals with Nvidia and Broadcom. This move revitalizes the previously...
Wednesday 8 October 2025
Oracle's cloud business reportedly posts just 14% gross margin despite AI demand
Oracle is generating significant revenue by renting out Nvidia GPU-powered servers, but its cloud computing business reports a gross margin far below market expectations.
Wednesday 8 October 2025
ITRI targets AI chiplet and SiPh in 2026 semiconductor R&D push
Taiwan's Ministry of Economic Affairs (MOEA) has approved a NT$160 million (US$5.27 million) allocation from a contingency fund to support the Industrial Technology Research Institute...
Wednesday 8 October 2025
Commentary: The rising concerns surrounding AMD's alliance with OpenAI
AMD has a multibillion-dollar AI chip deal with OpenAI to boost its presence against Nvidia and Intel, but concerns about leverage and market demand persist. The partnership highlights...
Wednesday 8 October 2025
OpenAI-AMD GPU pack intensifies AI hardware infrastructure expansion
OpenAI and AMD have reached a multi-year deal for up to 6GW of AI chips, starting with 1GW in 2026. This underscores infrastructure growth in generative AI, with Taiwan's supply chain...
Wednesday 8 October 2025
FuriosaAI rejects Meta, pushes forward with energy-efficient AI chips
On October 2, Meta announced the acquisition of US-based IC design company Rivos, which develops high-performance computing chips and solutions based on the RISC-V architecture. Interestingly,...
Wednesday 8 October 2025
With Intel partnership, Nvidia raises stakes in processor war

Recent market developments—such as Nvidia's capital infusion into Intel and AMD's approach to Intel for packaging deals—have...

Tuesday 7 October 2025
Arm CEO Rene Haas recalls Nvidia's bold exit from Intel chip support during his time working with Jensen Huang
As Nvidia dominates headlines in the generative AI era, CEO Jensen Huang has continued to draw attention with each and every move. During the All-In Summit 2025 in September, Arm...
Tuesday 7 October 2025
TSMC, Samsung components still found in Huawei's Ascend 910C
Semiconductor intelligence firm TechInsights has concluded, following a teardown of Huawei Technologies' Ascend 910C chip, that some of the components still come from Taiwan Semiconductor...
Tuesday 7 October 2025
Meta said to be in talks to buy Rivos in AI chip push
Meta is reportedly preparing to acquire Rivos, a US-based IC design firm specializing in high-performance computing solutions built on the RISC-V architecture. The move underscores...