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For years, China’s semiconductor push has been driven by state-backed capital and nationwide efforts to overcome technological bottlenecks. However, according to OFWeek, the country’s chip race is no longer solely government-led, as major companies increasingly pursue semiconductor development t...
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As AI workloads continue to scale, growing demand for memory capacity and bandwidth is pushing current GPU-HBM architectures toward their limits. According to ZDNet, a researcher at a major Korean memory manufacturer said memory and packaging companies are discussing a new approach that places GPUs...
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Analog IC leaders Texas Instruments and NXP both issued upbeat guidance for the current quarter, while market-circulated reports suggest the two are also moving in parallel on pricing actions. According to Sina and eTime, citing company notices, TI is set to launch its second round of price hikes th...
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The rise of agentic AI is fueling fresh debate over the future GPU-to-CPU balance in AI systems, with Arm CEO Rene Haas now weighing in on the discussion. According to a transcript published by Investing.com, Haas said that while CPUs may not outnumber GPUs on a chip basis, they could from a core-co...
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As Beijing continues pushing for greater semiconductor self-sufficiency, Chinese chip companies are allocating a larger share of revenue to R&D. According to South China Morning Post, first-quarter earnings show that China’s leading chipmakers devoted a higher proportion of revenue to research...