Subject


Semiconductors


2025-05-29

[News] NVIDIA Beats Q1 Expectations, Warns of $8B Q2 Hit from H20 China Export Curbs

NVIDIA has reported its financial results for the first quarter of fiscal 2026, ended April 27, 2025, with revenue exceeding expectations, according to a report from ijiwei, citing Reuters. However, the report also notes that the company’s second-quarter forecast fell short of market estimates, as...

2025-05-29

[News] US Rumored to Order EDA Giants to Halt Support in China, Jeopardizing Local 3–7nm Development

To curb China’s chip ambitions, the U.S. may be turning up the heat again. On May 28, Chinese outlets IC Smart and MyDrivers reported that Siemens —one of the top three global EDA players —was told to halt all EDA support in mainland China. Reuters and the Financial Times later added that Cade...

2025-05-29

[News] Deca and IBM Join Forces to Establish MFIT Manufacturing Base in North America

On May 22, Deca Technologies announced it has signed an agreement with IBM to bring Deca’s M-Series and Adaptive Patterning technologies into IBM’s advanced packaging facility in Bromont, Quebec, Canada. Under this agreement, IBM will establish a high-volume manufacturing line focused on Deca’...

2025-05-29

[News] Qualcomm Releases Study Showing Its Modems Outperform Apple’s C1 Amid Apple’s In-House Chip Push

Apple introduced its first in-house 5G modem, the C1, earlier this year with the launch of the iPhone 16e, drawing attention to how it compares with Qualcomm’s offerings. According to a report from Seeking Alpha, a Qualcomm-commissioned study comparing 5G performance between Android smartphones an...

2025-05-28

[News] UMC Shrugs Off Middle East Expansion; Calls Intel’s 12nm Project a Must-Win with More Details

Amid rumors that TSMC declined expansion offers in Qatar, Taiwan’s second-largest foundry, UMC, revealed on May 28 that Middle Eastern countries also approached them for collaboration, according to Commercial Times and CNA. However, the reports note that UMC showed little interest, prioritizing Si...

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