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Friday 15 May 2026
TSMC to trim Vanguard International stake to 19% in block trade
TSMC said Thursday it plans to sell up to 152 million common shares of Vanguard International Semiconductor (VIS) to institutional investors through a block trade, reducing its stake...
Tuesday 12 May 2026
Arm's AGI CPU demand surges as supply constraints loom
Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...
Thursday 16 April 2026
China reportedly considers export curbs on advanced solar manufacturing equipment to the US
Chinese officials have held early-stage discussions on potential restrictions on exports of advanced solar panel manufacturing equipment and technology to the US, Reuters...
Wednesday 8 April 2026
Arm reportedly plans to sell AGI CPUs in China despite core licensing ban
Arm recently unveiled its first self-developed AGI CPU, marking a significant milestone as the company shifts from a pure technology IP licensor to a standard CPU supplier competing...
Monday 30 March 2026
Arm pushes beyond licensing with a new AI CPU platform
Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...
Friday 20 March 2026
Nvidia strategy at GTC 2026 blocks ASIC rivals with Groq deal
At GTC 2026, Nvidia unveiled a strategic US$20 billion partnership with AI chip startup Groq, licensing its LPU technology and hiring key team members to integrate advanced inference...
Wednesday 18 March 2026
Nvidia reportedly preparing Groq AI chips for the Chinese market
Nvidia is preparing Groq AI chips for sale in the Chinese market, according to Reuters. The move signals the company's intent to remain competitive in the global inference...
Wednesday 18 March 2026
Analysis: Is Nvidia's Groq deal the endgame for AI chip startups?
At its 2026 GTC conference, Nvidia not only unveiled its Vera CPU but also officially launched the Groq 3 LPU chip, developed through a prior technology licensing arrangement with...
Monday 9 March 2026
US weighs global AI chip export licensing to curb third-country diversion
The White House is reportedly drafting a new regulatory framework that would tighten US oversight of global AI chip exports. This move could reshape how advanced computing power is...
Friday 6 March 2026
Samsung Display's 4Q25 profit soars on BOE's KRW500 billion patent payment
Samsung Display (SDC) reportedly received over KRW500 billion (approx. US$340 million) in patent royalties from leading Chinese panel maker BOE in the fourth quarter of 2025, which...
Tuesday 3 March 2026
ROHM Boosts GaN Supply with TSMC Technology

ROHM Co., Ltd. (hereinafter "ROHM") has decided to integrate its own development and manufacturing technologies for GaN power devices with the process technology of TSMC,...

Thursday 26 February 2026
Nvidia constrained in China as local AI players strengthen market position
Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
Wednesday 25 February 2026
Chinese IC design house hit by open-source license dispute after GitHub freezes code
China IC design firm Rockchip is facing an open-source licensing dispute after GitHub reportedly froze code repositories linked to its projects, drawing attention across the semiconductor...
Tuesday 24 February 2026
Nokia licensing ruling blocks Asus and Acer online sales in Germany
Court injunctions over HEVC licensing have forced Asus and Acer to suspend direct sales and restrict German websites, spotlighting patent compliance risks for PC makers.
Monday 23 February 2026
Nokia patent suit triggers Germany sales ban on Acer and Asus PCs
Nokia recently initiated a patent lawsuit against Acer and Asus, obtaining an injunction from a German court that temporarily banned the sales of certain notebook and desktop products...