Subject


IC Design


2025-09-04

[News] Samsung Reportedly Plans Exynos 2600 in Galaxy S26 Models, Reducing Qualcomm Reliance

IC Design

According to South Korea’s Maeil Business Newspaper, sources say Samsung plans to equip the base and slim Galaxy S26 models with the Exynos 2600, while the Ultra version will feature Qualcomm’s Snapdragon 8 Elite Gen 2. Samsung’s Exynos is reportedly showing a rebound in performance, accord...

2025-09-04

[News] China’s Chip Industry Surges in 1H25 — 38 A-Share Listed Firms Reportedly Post Growth

IC Design

According to Shanghai Securities News, China’s chip industry is reportedly seeing growth driven by AI. The report notes that among 102 A-share listed companies engaged in digital chip design, analog chip design, integrated circuit manufacturing, and IC packaging and testing, 66 posted profits in t...

2025-09-01

[News] Huawei’s R&D Hits Record 22.7% of 1H25 Sales, Dragging Profits Amid Chip Drive

IC Design

While China ramps up chip self-sufficiency, the shifting landscape poses both challenges and opportunities for domestic tech players. Against this backdrop, Huawei saw first-half net profit fall 32%, as continued R&D investment weighed on results, Reuters reports. Notably, the company boosted...

2025-08-29

[News] NVIDIA’s Top 2 Customers Jump to 39% of Sales from 25% Last Year, Raising Client Dependence Concerns

IC Design

While the public has growing concerns after NVIDIA’s earnings call on H20 related issues and the uncertainties in the Chinese market, CNBC, citing NVIDIA’s 10-Q filing, points out overly client concentration may be another problem. According to the report, two customers accounted for 39% of NVID...

2025-08-29

[News] Broadcom Reportedly Boosts 2026 CoWoS Orders with Foundries on Strong ASIC Demand

IC Design

With NVIDIA’s latest earnings underscoring the AI infrastructure boom, investor focus is also shifting to ASIC demand. According to the Commercial Times, Broadcom has lifted its CoWoS packaging orders for next year, a move likely fueled by rising custom chip needs from Google, Meta, and other clou...

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