Subject


IC Design


2026-06-12

[News] NVIDIA Reportedly Opens Vera CPU Sales to China as Early as August as H200 Shipments Stall

IC Design

While NVIDIA continues to face hurdles in shipping its H200 AI accelerators to China, the company may be opening a new channel into the market. According to Reuters, Chinese customers have been told that NVIDIA’s Vera CPUs could become available as early as August, with orders now being accepted. ...

2026-06-10

[News] Taiwan Reportedly Mulls Tighter AI Chip Export Rules on China Beyond Huawei, Raising Risks for Server Makers

IC Design

As Washington continues to tighten restrictions on AI chip exports to China and related entities, its allies are also considering similar steps. According to Bloomberg, Taiwan is weighing significantly stricter controls on AI chip shipments to China in a move to further align with US measures. Th...

2026-06-01

[News] NVIDIA Enters PC Market with RTX Spark Featuring MediaTek-Co-Designed N1X CPU on TSMC 3nm

IC Design

As traditional CPU leaders such as Intel push further into the AI accelerator market, NVIDIA is moving in the opposite direction—leveraging its dominance in AI computing to expand into the PC processor arena. At GTC Taipei on June 1, CEO Jensen Huang unveiled the NVIDIA RTX Spark, developed in par...

2026-06-01

[News] Vera Rubin Buildout: NVIDIA Reportedly Pushes TSMC Above 20% Revenue Share, Power, Cooling Suppliers Benefit

IC Design

As NVIDIA’s GTC Taipei is set to kick off soon, market attention is turning to the rollout of its next-generation AI platform Vera Rubin, which is expected to enter mass production and begin shipments in the second half of the year, as highlighted by Commercial Times. Earlier, Liberty Times rep...

2026-05-29

[News] MediaTek CEO Reaffirms TSMC as Key Long-Term Partner amid Samsung’s Reported Push for Foundry Orders

IC Design

Market chatter has been circulating that Samsung Electronics Chairman Jay Y. Lee made a discreet visit to Taiwan last week, reportedly aiming to secure foundry orders for IC design major MediaTek from TSMC. However, at MediaTek’s shareholder meeting on May 29, TechNews and Liberty Times, citing CE...

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