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Thursday 5 June 2025
GlobalFoundries plans to spend US$16 billion to boost US chip production
GlobalFoundries Inc., the biggest US-based provider of made-to-order chips, announced a plan to spend US$16 billion to bolster domestic production.
Wednesday 4 June 2025
DDR4 Memory prices surge as chipmakers announce phase-out
Amid intensifying US-China tensions and persistent uncertainty in global demand, major memory chipmakers are moving to phase out DDR4 DRAM, triggering a rapid spike in prices as supply...
Wednesday 4 June 2025
Japan races to rebuild its chip industry, tapping Taiwan ties and US$35B strategy
Japan is fast-tracking financial support for Rapidus, its cutting-edge semiconductor venture, to drive domestic production of advanced chips. Since April, the Japanese Senate has...
Wednesday 4 June 2025
From displays to chips: BOE founder's new bet heads for Hong Kong Listing

Beijing ESWIN Technology Group, a relatively obscure chip design firm, has quietly made a major move that could reshape China's semiconductor...

Wednesday 4 June 2025
CoWoS material shortage triggers AI supply chain concerns; TSMC and ASE expected to receive priority access
As the surge in demand for high-performance computing (HPC) chips driven by artificial intelligence (AI) continues, the semiconductor industry has reported that Japanese chemical...
Wednesday 4 June 2025
ASE bets on new chip tech to handle AI’s rising power and speed needs
ASE has introduced a new packaging innovation—FOCoS-Bridge with through-silicon via (TSV) integration—designed to support the growing power and bandwidth needs of artificial...
Tuesday 3 June 2025
Huawei defies US sanctions with record revenue and R&D transformation
Huawei posted its second-highest revenue on record as the Chinese telecommunications giant demonstrates resilience despite years of US trade restrictions that have reshaped its business...
Tuesday 3 June 2025
US targets EDA exports as Xiaomi’s XRing O1 raises alarm over China’s IC design gains
Xiaomi has launched the XRing O1, claiming to use a 3nm process, while Huawei and Lenovo have successively introduced 5 nm-class chips. The fact that China can still bypass multiple...
Tuesday 3 June 2025
South Korea's chip crown becomes a strategic burden

South Korea's leadership in DRAM, NAND, and high-bandwidth memory (HBM) is becoming a strategic liability amid rising US-China friction. With...

Monday 2 June 2025
Nvidia sees US$8B revenue shortfall as China sales crater, turns to Shanghai R&D for strategic hold
Nvidia revealed on May 29 its fiscal 2026 second-quarter revenue forecast of US$45 billion, with a margin of error of plus or minus 2%.
Monday 2 June 2025
Nvidia revenue jumps 69% despite China chip ban costs
Nvidia reported first-quarter 2025 revenue of US$44.1 billion, a 69% year-over-year increase that exceeded guidance of US$43 billion, even as export restrictions on H20 chips forced...
Monday 2 June 2025
China’s AI shift favors inference—and domestic players
At Computex 2025, Nvidia CEO Jensen Huang quipped, "The more you buy, the more you save" — a punchline that underscored the escalating arms race in AI infrastructure. According...
Thursday 29 May 2025
Nvidia, AMD to launch China-ready AI chips in 3Q25—cut down, not counted out
Nvidia and AMD are set to launch a new wave of downgraded AI GPUs for the Chinese market starting in the third quarter of 2025, according to supply chain sources. These compliance-driven...
Thursday 29 May 2025
Commentary: China's AI computing system ditches Nvidia—Jensen Huang faces new reality
Amid the escalating US-China tech war and supply chain risks, the trend of "de-Nvidia-ization" is rapidly spreading within China's computing power industry. This shift represents...
Thursday 29 May 2025
Hanmi Semiconductor wins US$5.8 million ASE supply contract
Hanmi Semiconductor has secured a major supply agreement with Taiwan's ASE Technology Holding Co., marking another strategic win in its global expansion drive. Under the contract,...