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    NEWS TAGGED IC DESIGN, DISTRIBUTION
    Thursday 14 August 2025
    Tencent widens AI chip sourcing as Beijing puts H20 under the microscope
    Tencent reported second-quarter 2025 revenue of CNY184.5 billion (approx. US$26 billion), a 15% increase from a year earlier, with net profit rising 18% to CNY69.2 billion. On the...
    Thursday 14 August 2025
    Commentary: Huawei's Mate 80 showcases near-100% China supply chain in high-end smartphone drive
    Over the past five years, Huawei's drive to localize smartphone components has shifted from a crisis response into a calculated, strategic effort to build a self-reliant supply chain...
    Thursday 14 August 2025
    Alchip sees profit dip as 7nm cycle ends, bets on 3nm AI chips for growth

    Alchip Technologies, a leading provider of high-performance ASICs, reported a sharp decline in second-quarter net profit on August 13,...

    Thursday 14 August 2025
    GMT warns of slower 2H25 growth as tariff uncertainty persists
    Global Mixed-mode Technology (GMT) expects the traditional second-half sales surge to be subdued this year, as early order pull-ins by clients in the first half could leave little...
    Thursday 14 August 2025
    Commentary: Trump's trillion-dollar shakedown and how tariff threats turned into investment windfalls
    Following South Korea's shocking announcement to invest US$350 billion in the US, with 90% of the profits staying in the US, Nvidia and AMD reportedly have agreed to pay 15% of their...
    Thursday 14 August 2025
    Global DDR5 market pressured by CXMT's ramp-up
    After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...
    Wednesday 13 August 2025
    China orders Alibaba, ByteDance to stop buying Nvidia H20 chips as tech tensions escalate
    China's growing mistrust of Nvidia's H20 GPU is spilling into open confrontation, with regulators ordering leading internet firms, including Alibaba and ByteDance, to suspend orders...
    Wednesday 13 August 2025
    Samsung, SK Hynix eye HBM boost as Nvidia gets China AI chip approval, 15% tariff threatens margins
    Samsung Electronics and SK Hynix are poised to benefit from Washington's reported decision to allow Nvidia to resume exports of its lower-tier H20 artificial intelligence chips to...
    Wednesday 13 August 2025
    Taiwanese IC design houses signal caution on 3Q25 outlook amid weak Chinese consumption and fading pull-in momentum
    Taiwan's integrated circuit (IC) design companies have released financial reports and forecasts that signal a cautious outlook for the third quarter of 2025. Tariff-driven pull-ins...
    Wednesday 13 August 2025
    US export levy targeting Nvidia and AMD may expand to other semiconductor firms
    The White House confirmed on August 12, 2025, that the Trump administration is still finalizing details around a 15% "export levy" applied to Nvidia and AMD's AI chip sales to China,...
    Wednesday 13 August 2025
    Trump’s 15% Nvidia chip levy hints at new trade game
    US President Donald Trump's decision to impose a 15% revenue levy on Nvidia Corporation's downgraded AI chips, such as the H20 model, sold to China, has ignited intense reactions...
    Wednesday 13 August 2025
    Samsung bets big on DRAM overhaul to reclaim HBM crown
    Samsung Electronics is doubling down on its bet to regain leadership in high-bandwidth memory (HBM), the ultra-fast chip architecture powering next-generation artificial intelligence...
    Tuesday 12 August 2025
    Inside Beijing's quiet campaign to sideline Nvidia's H20 AI chips

    China has told domestic companies to steer clear of Nvidia's H20 processors, particularly for government and national security projects,...

    Tuesday 12 August 2025
    H20 chip export resumes with 15% revenue remittance condition; industry fears ban is imminent
    Despite positive news that Nvidia and AMD's H20 and MI308 chips have received official approval from the US government to resume exports to China, this permission comes with an unprecedented...
    Tuesday 12 August 2025
    South Korea's DeepX to supply AI chips for Baidu's drones and robots
    South Korean AI semiconductor developer DeepX has struck a deal to supply chips for Chinese tech giant Baidu, targeting applications in drones and robotics. The partnership will integrate...
    2/107 pages
    Research Report Database
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES