To curb China’s chip ambitions, the U.S. may be turning up the heat again. On May 28, Chinese outlets IC Smart and MyDrivers reported that Siemens —one of the top three global EDA players —was told to halt all EDA support in mainland China. Reuters and the Financial Times later added that Cade...

Apple introduced its first in-house 5G modem, the C1, earlier this year with the launch of the iPhone 16e, drawing attention to how it compares with Qualcomm’s offerings. According to a report from Seeking Alpha, a Qualcomm-commissioned study comparing 5G performance between Android smartphones an...

With NVIDIA’s earnings call just 24 hours away, the spotlight is on how the U.S. AI chip powerhouse will steer through looming tariff threats and the H20 bans. Here’s a comprehensive snapshot of the key issues on what the market needs to watch as NVIDIA reveals its outlook. H20 Restrictions a...

After NVIDIA’s H20 has been restricted by the latest U.S. AI chip export curbs, the U.S. chip giant has been reportedly working on a new chipset targeting the market. According to Reuters, the Blackwell-based chip could debut as early as June and cost over 30% less than the H20. Reuters points ...

According to TheElec, South Korean fab equipment makers saw first-quarter revenue contributions from the Chinese market across the board. The report notes that, among the earnings of 47 South Korean equipment firms, two of the top performers—Park Systems and Jusung Engineering—recorded particula...