Subject


Semiconductors


2025-10-07

[News] China’s GPU Trio Rise as NVIDIA Retreats — Decoding Moore Threads, MetaX, and Cambricon

As South China Morning Post reported, NVIDIA CEO Jensen Huang recently spotlighted China’s chipmaking progress and manufacturing muscle, noting the country is merely “nanoseconds behind” the U.S. He also acknowledged in May that, amid U.S. export restrictions, NVIDIA’s share in China has sli...

2025-10-03

[News] Fujitsu and NVIDIA to Co-Develop AI Chip by 2030, Powering Supercomputers and Robotics

According to Nikkei, Fujitsu and NVIDIA plan to co-develop an energy-efficient AI chip by 2030, expanding their collaboration to serve Japan’s data center, robotics, and other industries. The companies did not disclose the scale of the investment, the report notes. As the report further explains,...

2025-10-03

[News] Microsoft Vows Greater Push for In-House Chips to Cut NVIDIA Reliance Amid Development Concerns

As cloud giants push forward with self-designed AI hardware to cut reliance on NVIDIA, Microsoft is aiming high. According to CNBC, the tech giant plans to increasingly use its own custom silicon in data centers, with the long-term goal of relying primarily on its in-house chips. Speaking at Ital...

2025-10-03

[News] Latest U.S. Export Curbs on Chinese Blacklisted Subsidiaries Could Cost Applied Materials $710M

Shortly after U.S. Commerce Department earlier this week expanded its export blacklist to close loopholes used by Chinese and overseas affiliates, Applied Materials warned it could lose about $600 million in fiscal 2026 revenue, dealing a fresh blow to industries spanning chips, aviation, and medica...

2025-10-03

[News] TSMC’s EUV Program Cuts Peak Power 44%, Projected to Save US$22.4M by 2030

As noted by Tom’s Hardware, TSMC, the world’s largest foundry, consumes about 9% of Taiwan’s total electricity. To help curb this demand, the company has collaborated with suppliers on the “EUV Dynamic Energy Saving Program.” A pilot run showed the initiative can cut an EUV tool’s annual...

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