Subject


IC Design


2025-08-27

[News] Is Cambricon the Next NVIDIA or Unsustainable Growth Story? Three Key Risks Behind the Epic Rally

IC Design

China’s AI chip rising star Cambricon has become the market sensation these days, with its market cap briefly hitting RMB 580 billion, surpassing SMIC and even Taiwan’s MediaTek, reports Business Today. Dubbed China’s NVIDIA, it trades at an eye-popping trailing 12-month P/E above 4,000—comp...

2025-08-27

[News] Intel’s Clearwater Forest Unveils 18A Backside Power at Hot Chips; TSMC’s Super Power Rail to Follow

IC Design

At Hot Chips 2025 (Aug. 24–26), Intel unveiled its next-generation Xeon processor, Clearwater Forest, which is built on 18A and scheduled for mass production in 2026, according to the Commercial Times. Notably, while Intel’s new E-core Xeon integrates 18A with Foveros Direct 3D advanced packa...

2025-08-21

[News] China Accelerates AI Chip Independence Drive, Reportedly Aiming 70% Self-Sufficiency by 2027

IC Design

With Washington granting export clearance for NVIDIA’s H20, China is accelerating its AI chip self-sufficiency drive. Nikkei reports that major municipalities are rolling out aggressive targets: Shanghai is pushing for 70% of data center chips to be domestically designed or produced by 2027, while...

2025-08-21

[News] Intel’s Jaguar Shores Reportedly Breaks Cover, Showcasing 18A and HBM4 on Rack-scale AI solution

IC Design

Despite uncertainty clouding Intel's 18A roadmap, the embattled chip giant pushes forward with its AI strategy. Wccftech reports that Intel is developing its inaugural rack-scale AI solution powered by Jaguar Shores, which has surfaced online. Notably, images discovered by a HardwareLUXX editor s...

2025-08-21

[News] Chinese Research Team Achieves New Breakthrough in Semiconductor, Based on DRAM Principle

IC Design

Currently, in fields such as autonomous driving, smart home systems, and industrial control, there is an increasing demand for edge-intelligent hardware to locally process real-time environmental data generated by sensors and smart devices, thereby minimizing decision latency. Neuromorphic hardware ...

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