Subject


Semiconductors


2025-05-05

[News] NVIDIA Reportedly Developing New Chip for China After H20 Restrictions, with Samples Expected by June

NVIDIA CEO Jensen Huang visited China in mid-April, just days after the U.S. government imposed new restrictions on the company’s H20 AI chips—models specifically developed for the Chinese market. According to Reuters, citing The Information, NVIDIA has reportedly notified key Chinese customers...

2025-05-05

[News] Huawei Reportedly Builds 7nm AI Chip Line in First Shot at Making Its Own High-End Chips

As the U.S. tightens export controls on NVIDIA’s H20 chips, Huawei is stepping up with a broader ambition in semiconductors. According to the Financial Times, the company is swiftly building an advanced chip production line in Shenzhen to manufacture 7nm smartphone and Ascend AI processors, implyi...

2025-05-05

[News] Samsung Reportedly in Talks with NVIDIA, Broadcom to Ship Custom HBM4 in 1H26

Amid rumors of Google moving away from its HBM3E and NVIDIA’s looming test in June, Samsung looks set to turn the tide with its next-gen HBM. According to Korean Economic Daily and ZDNet, the company is in talks to supply customized HBM4 chips to major AI players, with shipments potentially starti...

2025-05-02

[News] Trump Says Samsung Plans Massive U.S. Plants Despite Taylor Project Hurdles

With Samsung withdrawing its Q2 guidance amid tariff uncertainty, focus has been on how the company plans to navigate Trump’s trade policies. According to Wccftech, citing The Korea Herald, U.S. President Donald Trump said he has learned that Samsung Electronics intends to build “massive” faci...

2025-05-02

[News] Wafer-Level Packaging Showdown: TSMC Scales up CoWoS Reticle Size, as Intel Readies Foveros-S

Following its North America Technology Symposium, TSMC has shared fresh details on its CoWoS (Chip on Wafer on Substrate with silicon interposer) roadmap. According to Tom’s Hardware, Kevin Zhang, TSMC’s Senior Vice President and deputy COO, confirmed how companies like Cerebras and Tesla (with ...

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