Subject


Semiconductors


2025-09-05

[News] Broadcom Reportedly Secures $10B Custom AI Chip Order from OpenAI, Lifts 2026 AI Sales Forecast

While Broadcom reported better-than-expected fiscal third-quarter earnings and offered strong guidance for the current quarter fueled by soaring ASIC demand amid the AI wave, the U.S. chip giant has thrilled the market by revealing it secured $10 billion in orders for custom AI chips from a new clie...

2025-09-05

[News] TSMC to Implement a Significant Price Hike

As per foreign media reports, Taiwan Semiconductor Manufacturing Company (TSMC) is preparing to implement large-scale price adjustments over the coming years—a move expected to significantly impact chip production costs for major clients like Apple and NVIDIA. The driving forces behind this pricin...

2025-09-05

[News] Huawei’s Bold Return: Mate XTs Debuts Kirin 9020 After Four Years of Chip Silence

As Huawei debuted the second-generation trifold smartphone, the Mate XTs, on September 4, the spotlight turned to the company’s bold return to high-end silicon. According to Huawei Central, mydrivers and The Paper, Huawei Consumer Business Group Chairman Richard Yu officially confirmed at the laun...

2025-09-04

[News] Chinese Cloud Giants Reportedly Pursue NVIDIA’s H20 Despite Pressure, Eye B30A as Good Deal

Despite geopolitical headwinds, NVIDIA’s H20 AI chip remains in strong demand among Chinese cloud giants. According to Reuters, Alibaba, ByteDance, and other major tech firms are still actively seeking to secure the chip, even as Beijing pressures them to scale back such purchases. Notably, Reu...

2025-09-04

[News] Xiaomi Reportedly Plans XRING O2 for 2026, Staying With TSMC’s 3nm Rather Than 2nm

According to Chinese media outlet Mydrivers, sources say that Xiaomi’s next-generation XRING O2 will debut next year, possibly launching first with the Xiaomi 16S Pro. However, as the report indicates, like the previous XRING O1, it is still expected to be manufactured on a 3nm process rather than...

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