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Friday 29 August 2025
VMware remains cautious on expanding support for Arm architecture despite growing market interest
VMware has neither confirmed nor denied rumors suggesting imminent large-scale support for Arm architecture in its cloud computing offerings. While acknowledging customer demand for...
Friday 29 August 2025
SMIC revenue surges 23% in 1H25, underscoring China’s chip ambitions
Semiconductor Manufacturing International Corporation (SMIC) reported strong results for the first half of 2025, with revenue rising 23.4% year-on-year to CNY31.99 billion (US$4.47...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
AI demand and state backing lift China's semiconductor rally

Shares of Chinese semiconductor firms rallied after a wave of strong half-year earnings, highlighting how Beijing's AI push is reshaping...

Friday 29 August 2025
Samsung reportedly explores BOE's WOLED panels for its gaming monitors

BOE Technology is reportedly in talks with Samsung Electronics and other manufacturers to supply white OLED (WOLED) panels for monitors,...

Friday 29 August 2025
Everlight Chemical banks on semiconductor materials
Everlight Chemical is maintaining a cautious outlook for the second half of 2025, with no expectations of recovering demand in the third quarter, but seeing a potential rebound in...
Thursday 28 August 2025
Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge
PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller...
Thursday 28 August 2025
South Korea emerges as drone industry contender amid de-China trends
As geopolitical factors and the demand for technological sovereignty shake up the global drone industry, South Korean drone companies are now emerging as alternatives to Chinese manufacturers,...
Thursday 28 August 2025
Microsoft, Nvidia, and OpenAI warn AI training workloads may destabilize power grids
Microsoft., Nvidia, and OpenAI have released a report highlighting the risks that power consumption fluctuations during artificial intelligence (AI) training could pose to electrical...
Thursday 28 August 2025
Nvidia ramps GB300, RTX PRO, and Rubin platforms as AI infrastructure demand soars
Nvidia posted US$46.7 billion in revenue for the second quarter, up 56% year-on-year, driven by strong AI and data center demand. Looking ahead, the company is ramping GB300 racks,...
Thursday 28 August 2025
Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook
Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects...
Thursday 28 August 2025
South Korea weighs Westinghouse deal as nuclear export chances grow
The global surge in energy demand has brought a turnaround to South Korea's once-stagnant nuclear power industry. However, at the beginning of 2025, Korea Hydro & Nuclear Power...
Wednesday 27 August 2025
Semiconductor and defense sectors drive ChenFull Precision's optimistic outlook for 2026 operations
ChenFull Precision has disclosed that thanks to momentum from the semiconductor and defense industries, revenue in the second half of 2025 is expected to achieve double-digit growth...
Wednesday 27 August 2025
Japanese chip equipment makers missing out on Nvidia AI boom, says Marumae CEO

Japanese makers of semiconductor equipment parts that cater to niche markets are struggling to cash in on the AI boom, even as it drives...

Wednesday 27 August 2025
China's cloud giants diverge on AI strategies with spending surge
China's top cloud providers are charting different courses in artificial intelligence (AI) as the nation's tech boom enters a new stage. Alibaba, Tencent, ByteDance, and Huawei are...