Subject


Semiconductors


2025-08-04

[News] NVIDIA Reportedly Plans RTX 50 Series Price Cut in China This Month amid Weak Sales

According to Chinese media outlet Mydrivers, sources indicate that NVIDIA may implement a price cut for its RTX 50 series graphics cards in China later this month. Citing information from BoardChannels, the report notes that the potential reduction is driven by weak sales performance of the RTX 50 s...

2025-08-04

[News] Meta Reportedly Teams Up with Broadcom, Taps Quanta for Next-Gen ASIC-powered AI servers

Following its 2025 capex hike, Meta isn’t slowing down. According to the Economic Daily News, the cloud giant will deploy a new wave of custom ASIC-based AI servers next year—code-named Santa Barbara—with up to 6,000 racks planned, while Taiwanese server maker Quanta has reportedly secured the...

2025-08-04

[News] NVIDIA Picks Innoscience as Sole Chinese Supplier for 800 VDC Power—Unpacking the GaN Giant

When NVIDIA released its supplier list last week for the 800 VDC power architecture powering AI data centers, GaN power chipmaker Innoscience stood out as the only Chinese supplier, capturing widespread public attention, as per the Economic Daily News and The Business Times. Innoscience confirmed...

2025-08-04

[News] Intel’s Chip Packaging Expert Jumps to Samsung Amid Reported Glass Substrate Retreat

Significant personnel changes are underway at Intel as the company shifts direction under CEO Lip-Bu Tan. According to The Wall Street Journal, Gang Duan, a longtime Intel expert in chip packaging, has left the U.S. firm to join Samsung’s components division. The report highlights Duan’s key con...

2025-08-04

[News] South Korea Posts Record July Chip Exports, Up 31.6% YoY on HBM and DDR5 Demand

According to MoneyDJ, citing South Korean media outlet Yonhap News, South Korea’s Ministry of Trade, Industry and Energy announced on August 1 that exports in July 2025 reached USD 60.82 billion—an impressive 5.9% increase year-over-year—setting a new record high for the month of July and mark...

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