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IC Manufacturing, Package&Test


2025-05-21

[News] Jensen Huang: NVIDIA’s China Market Share Plummets from 95% to 50% amid U.S. Export Curbs

IC Manufacturing, Package&Test

Speaking at Computex 2025 in Taipei today, NVIDIA CEO Jensen Huang, in a rare blunt moment, openly called out how U.S. chip export controls have hammered the AI chip giant’s position in China. Once commanding 95% of the Chinese market four years ago, NVIDIA now holds just 50%, with local rivals ru...

2025-05-21

[News] Wolfspeed Reportedly to File Bankruptcy in Weeks as China’s Aggressive Pricing, Weak Demand Bite

IC Manufacturing, Package&Test

Facing fierce competition from rapidly expanding Chinese rivals and weak demand in the industrial and automotive markets, Wolfspeed is reportedly preparing to file for bankruptcy within weeks, according to the Wall Street Journal and Reuters. Weighed down by around $6.5 billion in debt, the U.S. ...

2025-05-21

[News] Half of Japan’s New Fabs Yet to Start Mass Production Amid Weak Non-AI Demand

IC Manufacturing, Package&Test

According to a report from TechNews, citing Nikkei, chip demand outside of AI applications remains sluggish. As of April, only three of the seven semiconductor plants built or acquired in Japan during fiscal years 2023 and 2024 have begun mass production. The report notes that Japan’s semicondu...

2025-05-19

[News] Four Themes to Watch at Computex 2025 – Beyond Just NVIDIA

IC Manufacturing, Package&Test

While AMD’s Lisa Su is skipping this year’s Computex, NVIDIA’s Jensen Huang takes center stage again, making waves already with dinners alongside TSMC’s Chairman C.C. Wei and revealing the company’s next AI chip plan in China after the H20 ban. Kicking off Monday in Taipei, Computex 202...

2025-05-16

[News] Applied Materials’ China Sales Slide Amid U.S. Curbs, Guides Muted Q3 Outlook

IC Manufacturing, Package&Test

Unlike Dutch chip tool giant ASML, which recently signaled stronger-than-expected demand from China, Applied Materials struck a more cautious tone for the current quarter, with U.S. export curbs and tariffs continuing to pressure sales in China, one of its key markets, according to Reuters and Bloom...

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