Subject


Semiconductors


2025-08-22

[News] Japan’s Power Chip Lead Reportedly Shrinks to 3 Years, Challenged by Chinese Rivals

According to TechNews, citing Nikkei, Japan has long held a leading position in power semiconductors, but the swift rise of Chinese newcomers is now posing a serious challenge. The report notes that Japan’s slow progress in industry consolidation and strategic coordination is a key factor limiting...

2025-08-21

[News] China Accelerates AI Chip Independence Drive, Reportedly Aiming 70% Self-Sufficiency by 2027

With Washington granting export clearance for NVIDIA’s H20, China is accelerating its AI chip self-sufficiency drive. Nikkei reports that major municipalities are rolling out aggressive targets: Shanghai is pushing for 70% of data center chips to be domestically designed or produced by 2027, while...

2025-08-21

[News] Samsung Reportedly Passes NVIDIA HBM4 Sample Test, 30% HBM3E Discount to Challenge SK hynix

According to Sedaily, industry sources on the 20th said the HBM4 samples Samsung supplied to NVIDIA last month have passed initial prototype and quality testing and are set to enter the “pre-production (PP)” stage by the end of this month. If they clear this final validation step, mass productio...

2025-08-21

[News] Intel’s Jaguar Shores Reportedly Breaks Cover, Showcasing 18A and HBM4 on Rack-scale AI solution

Despite uncertainty clouding Intel's 18A roadmap, the embattled chip giant pushes forward with its AI strategy. Wccftech reports that Intel is developing its inaugural rack-scale AI solution powered by Jaguar Shores, which has surfaced online. Notably, images discovered by a HardwareLUXX editor s...

2025-08-21

[News] Intel Reportedly Offers Discounted Equity to Additional Investors After SoftBank Investment

According to CNBC, sources say Intel is in talks with other major investors for a discounted equity infusion, just days after the struggling chipmaker received a $2 billion injection from SoftBank Group. Reuters notes this could mark a second discounted capital infusion, following SoftBank’s $2...

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