Subject


Semiconductors


2025-07-29

[News] NVIDIA Reportedly Adds 300K H20 Orders on China Demand Surge — TSMC, Memory Makers in Focus

With U.S. approval to restart H20 sales in China, buzz around NVIDIA’s inventory is ramping up. Fueled by strong demand from Chinese buyers, the AI chip giant reportedly placed a 300,000-chip order with TSMC last week, Reuters reports. According to sources cited by the report, the new TSMC orde...

2025-07-29

[News] TSMC’s Senior Executive Wei-Jen Lo Retires After 21 Years, Marking Leadership Transition

According to Economic Daily News, TSMC’s former Senior Vice President of Corporate Strategy Development, Wei-Jen Lo, retired on the 27th, becoming the fourth senior executive to step down in recent months. As more top executives reach retirement age, TSMC is actively advancing its internal leaders...

2025-07-29

[News] Huawei Led Chinese AI Army to Counter U.S. Curbs with New Model-Chip Alliance

Just days after Trump unveiled his AI Action Plan on July 23—aimed at expanding U.S. AI globally to curb dependence on Chinese chips and models—China fired back by launching two industry alliances to strengthen its own AI ecosystem. The push, led by Huawei and other domestic tech giants, was hig...

2025-07-29

[News] Chinese AI Chip Unicorns Enflame, MetaX Unveil Next-Gen Chips Shortly After NVIDIA’s H20 Return

Just days after NVIDIA made the announcement to resume H20 sales in China in mid-July, local AI chip unicorns rushed to make their mark. On July 27, Enflame and MetaX unveiled their latest flagship processors at the World AI Conference (WAIC) in Shanghai, according to EE Times China and eastmoney.co...

2025-07-29

[News] Samsung to Produce Tesla’s AI6 Chips, Escalating 2nm Race with TSMC

Per a report by Central News Agency, Samsung Electronics recently announced a 22.8 trillion won (approximately USD 16.5 billion) chip foundry deal with a global company. Tesla CEO Elon Musk later confirmed that Samsung will produce Tesla’s next-generation Full Self-Driving (FSD) AI6 chips at its T...

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