Subject


Artificial Intelligence


2025-07-31

[News] Arm Reportedly Weighs Chiplet and Solution Development, Raising Customer Tensions

Artificial Intelligence

Arm CEO Rene Haas said the company is stepping up investment in the potential development of chiplets and integrated solutions, according to a report from Reuters. As Reuters notes, Haas did not provide a timeline for when these investments might begin to generate profits, nor did he share specif...

2025-07-30

[News] NVIDIA’s Reported 300K H20 Order Signals China CSP Boom, Boosts Taiwan AI Server Makers

Artificial Intelligence

As reported by Reuters, citing sources, NVIDIA recently placed a 300,000-unit order for H20 with TSMC, reversing its earlier plan to rely solely on existing inventory due to strong demand from China. Economic Daily News highlights that this substantial order reflects continued robust demand from Chi...

2025-07-29

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

Artificial Intelligence

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...

2025-07-24

[News] Trump’s AI Action Plan Launches, But Key Details Like Chip Location Verification Remain Unclear

Artificial Intelligence

Trump on Wednesday unveiled the long-awaited AI Action Plan, built on three pillars to boost AI development. But key details mentioned—like chip location tracking and new export controls on semiconductor sub-systems—are still up in the air. Here’s a quick breakdown of the major takeaways on AI...

2025-07-24

[News] Alibaba Reportedly to Unveil First Self-Developed AI Glasses This Week, Entering China’s Tech Showdown

Artificial Intelligence

Xiaomi may have kicked things off with its first AI glasses in late June, but another Chinese tech giant is gearing up to enter the fray. According to 36Kr, Alibaba is set to unveil its first self-developed AI glasses this week—reportedly featuring a dual-chip setup powered by Qualcomm’s Snapdra...

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