Subject


IC Design


2025-12-15

[News] MediaTek Reportedly Secures Google v7e, v8e TPU Orders, Requests 7-Fold CoWoS Increase from TSMC

IC Design

While Broadcom signaled strong demand from Google TPUs via Anthropic during last week’s earnings call, another leading Taiwanese ASIC supplier, MediaTek, is reported by the Economic Daily News to have secured orders for Google’s v7e and v8e TPUs. Supply chain sources cited by the report note tha...

2025-12-10

[News] China Reportedly Adds Huawei, Cambricon AI Chips to Procurement List Ahead of H200 Approval

IC Design

While Washington approved NVIDIA’s H200 exports to China on December 8th, Beijing reportedly acted first. According to the Financial Times, China has, for the first time, added domestic AI chips to its official government procurement list, with the Ministry of Industry and Information Technology a...

2025-12-09

[News] Trump Greenlights NVIDIA H200 Export to China: Chip Reportedly 6x H20 Power, with 25% Fee

IC Design

After a protracted tug-of-war, Washington has approved the export of NVIDIA’s H200 AI processors to China, with each unit subject to a 25% tariff-like fee, Reuters and Bloomberg report. President Donald Trump announced the move Monday on his social media platform, Truth Social, noting that he h...

2025-11-20

[News] NVIDIA Posts Record Q3 on Blackwell Ultra, Eyes Strong Q4 — H20 Sales Stall at $50M

IC Design

Defying fresh warnings of an AI bubble, NVIDIA delivered strong results for its October quarter and projected fourth-quarter revenue above Wall Street estimates, buoyed by soaring demand from cloud providers. The company’s data-center business hit a record high last quarter, with CFO Colette Kress...

2025-11-17

[News] Intel Reportedly Kills Off 8-Channel Diamond Rapids as Server Market Shifts to High-Capacity

IC Design

According to ijiwei, Intel recently raised prices on legacy PC processors like Alder Lake and Raptor Lake. However, the company seems to be taking a different approach with servers. Team Blue has confirmed that 8-channel Diamond Rapids has been removed from the roadmap, with the focus shifting to 16...

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