Subject


Semiconductors


2025-08-19

[News] NVIDIA Reportedly Develops China-Focused Blackwell AI Chip, with Test Samples Possibly in Sep.

Caught between China’s push for domestic AI chips and U.S. export controls, NVIDIA is reportedly developing a new China-focused AI chip based on its Blackwell architecture. According to Reuters, the chip, tentatively called the B30A, aims to outperform the H20—the most advanced model it is curre...

2025-08-19

[News] TEL President Reportedly Set for September Taiwan Visit to Meet TSMC Execs After 2nm Data Leak

TSMC has recently faced a confidential 2nm data leak involving staff from its 2nm pilot line and a former employee at Tokyo Electron. According to TechNews, sources say Tokyo Electron President Toshiki Kawai may visit Taiwan in September to meet with TSMC executives during SEMICON Taiwan. The Jap...

2025-08-19

[News] NVIDIA’s Rubin Ultra Seen Driving Immersion Cooling Boom by 2027-28

As AI chips grow more powerful, they generate massive heat that threatens system stability and performance, making advanced cooling the critical bottleneck for cloud giants' data centers and NVIDIA alike. While liquid cooling dominates today, NVIDIA is expected to embrace immersion cooling post-Rubi...

2025-08-19

[News] Arm Reportedly Taps Amazon AI Chip Director to Drive In-House Chip Plans

According to Reuters, sources say Arm Holdings has hired Amazon’s AI chip director Rami Sinno to drive its push into developing complete in-house chips. Sinno played a key role in creating Amazon’s custom AI processors, Trainium and Inferentia, designed to train and run large-scale AI applicatio...

2025-08-19

[News] Intel Gets Twin Lifelines: SoftBank’s $2B Backing and Potential 10% Stake from U.S. Government

After CEO Lip-Bu Tan met with President Donald Trump last week, Intel seems to be getting some breathing air amid struggles, as the chipmaker scored a $2 billion boost from SoftBank, which bought shares at $23 each, just below Intel’s $23.66 close, CNBC reports. Meanwhile, the company could als...

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