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...

On May 20, Qualcomm announced that it has signed a new multi-year cooperation agreement with Xiaomi, marking a new phase in their deepening collaboration — extending from smartphones to a comprehensive smart ecosystem. Under the agreement, Xiaomi’s flagship smartphones will continue to be pow...

U.S. chip giant Qualcomm held its COMPUTEX 2025 keynote speech on May 19, during which CEO Cristiano Amon announced the company’s re-entry into the data center market. While a detailed product roadmap has yet to be revealed, Amon believes Qualcomm is well-positioned for this move. With its recent ...