Subject


Semiconductors


2025-08-19

[News] NVIDIA’s Rubin Ultra Seen Driving Immersion Cooling Boom by 2027-28

As AI chips grow more powerful, they generate massive heat that threatens system stability and performance, making advanced cooling the critical bottleneck for cloud giants' data centers and NVIDIA alike. While liquid cooling dominates today, NVIDIA is expected to embrace immersion cooling post-Rubi...

2025-08-19

[News] Arm Reportedly Taps Amazon AI Chip Director to Drive In-House Chip Plans

According to Reuters, sources say Arm Holdings has hired Amazon’s AI chip director Rami Sinno to drive its push into developing complete in-house chips. Sinno played a key role in creating Amazon’s custom AI processors, Trainium and Inferentia, designed to train and run large-scale AI applicatio...

2025-08-19

[News] Intel Gets Twin Lifelines: SoftBank’s $2B Backing and Potential 10% Stake from U.S. Government

After CEO Lip-Bu Tan met with President Donald Trump last week, Intel seems to be getting some breathing air amid struggles, as the chipmaker scored a $2 billion boost from SoftBank, which bought shares at $23 each, just below Intel’s $23.66 close, CNBC reports. Meanwhile, the company could als...

2025-08-19

[News] Empyrean Reportedly Unveils China’s First Full-Process EDA Platform for Memory Chip Production

According to ijiwei, Chinese EDA giant Empyrean Technology has reportedly launched the country’s first full-process EDA solution for memory chips that supports mass production of Flash and DRAM, enabling one-stop design–verification–manufacturing. The report adds that the solution is expected ...

2025-08-18

[News] NVIDIA Reportedly Drives 27% of SK hynix Revenue in 1H25, Cementing AI Chip Partnership

As a key supplier of HBM3 and HBM3e to NVIDIA and a major beneficiary of the AI boom, SK hynix showcases its strong industry position in its freshly released 2025 semi-annual report, highlighting the close partnership with the U.S. chip giant. According to Yonhap News, the company reportedly earned ...

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