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IN THE NEWS
Tuesday 9 December 2025
China GPU makers flood capital markets as AI chip race escalates
China's AI boom is redefining global tech rivalry, placing AI chips at the center of computing infrastructure. Domestic GPU makers are now rushing into capital markets, attempting...
Tuesday 9 December 2025
South Korea signs MoU with Arm Holdings to establish 'Arm School' for IC design education
The South Korean government has signed a memorandum of understanding (MoU) with Arm Holdings, the UK-based silicon IP provider, to establish an educational institution tentatively...
Tuesday 9 December 2025
Trump clears Nvidia's H200 shipments to China under new 25% revenue-share rule
US President Donald Trump said his administration will allow Nvidia to ship H200 AI accelerators to approved customers in China under conditions tied to national-security reviews...
Tuesday 9 December 2025
Moore Threads CEO leverages Nvidia legacy to challenge GPU giant
In a global GPU market dominated by US-based Nvidia, Chinese startup Moore Threads is rapidly emerging as a formidable local challenger. The driving force behind this bold counterattack...
Tuesday 9 December 2025
Taiwan FPC makers seek AI growth in wearables, high-speed transmission, and robotics
Facing US reciprocal tariffs that have dampened global consumer markets and ongoing price wars from China's PCB industry, flexible printed circuit (FPC) manufacturers relying solely...
Monday 8 December 2025
Research Insight: strong momentum expected for data center AI chip packaging in 2025-2030
According to the latest report published by DIGITIMES Asia, global data center AI chip shipments are projected to grow from 30.5 million units in...
Monday 8 December 2025
China expected to surpass Taiwan as second-largest IC design revenue generator by 2026, IDC forecasts
According to IDC's latest forecast, released on December 5, 2025, China is expected to overtake Taiwan, accounting for the world's second-largest integrated circuit (IC) design revenue...
Monday 8 December 2025
IBM CEO warns AI data center investments tough to break even due to short hardware cycles
As tech giants race to build data centers targeting artificial general intelligence (AGI), IBM CEO Arvind Krishna cautions that the industry is on a costly path that's difficult to...
Sunday 7 December 2025
South Korea bets on airport GSE to break 90% power chip import lock
South Korea is racing to slash its more than 90% dependence on imported power semiconductors. Industry leaders warn that this reliance threatens the country's competitiveness in electric...
Friday 5 December 2025
AMD's Lisa Su dismisses AI-bubble talk while it prepares taxed MI308 exports to China
At WIRED's Big Interview event in San Francisco, AMD CEO Lisa Su rejected claims that the technology sector is drifting into an AI bubble. Pressed on whether the industry...
Friday 5 December 2025
Moore Threads soars fivefold on STAR Market debut as US$1.07bn fuels AI chip drive
Moore Threads, billed as China's first domestic GPU stock, debuted on 5 December with a near fivefold jump from its issue price, becoming the STAR Market's largest IPO in 2025. The...
Friday 5 December 2025
Jensen Huang warns US chip restrictions hand China AI advantage as Belt and Road expands
After meeting US President Donald Trump on December 3, 2025, Nvidia CEO Jensen Huang expressed uncertainty about whether China would accept the H200 AI chip if the US were to loosen...
Friday 5 December 2025
China's rare-metal clamp creates a tungsten void; Lianyou builds high-value lines to capture demand
China's rare metal export controls have created a clear global supply gap. Lianyou Metals, a key recycler and smelter of tungsten and cobalt, expects to gain from offshore demand...
Friday 5 December 2025
Nvidia invests US$2 billion in Synopsys to advance AI chip design
Nvidia has made another major move by investing US$2 billion in Synopsys, one of the world's largest chip design and engineering software companies. The investment will expand Nvidia's...
Friday 5 December 2025
BOE reportedly secures Apple's budget iPhone display order
China's BOE Technology has reportedly secured the largest share of display orders for Apple Inc.'s upcoming budget model, the iPhone 17e, even as South Korean rivals Samsung Display...