As export curbs continue to hinder NVIDIA’s H200 from gaining traction in China, domestic chip leader Huawei is emerging as a key beneficiary. According to The Information, cited by 163.com, DeepSeek plans to deploy its upcoming V4 model on Huawei’s latest AI processor, the Ascend 950 PR. Here�...

TSMC’s upcoming April 16 earnings call is set to be closely watched, as investors assess whether strong AI demand continues to support revenue momentum. According to Commercial Times, expectations are high that TSMC’s first-quarter revenue will remain above the NT$1 trillion mark. In line with t...

Intel’s advanced packaging business is reportedly gaining momentum. According to Wccftech, citing WIRED, sources say the company has been in discussions with at least two major customers—Google and Amazon—on packaging services for ASIC development. This suggests both Google’s TPUs and Amazon...

Amid a sharp memory price surge, Samsung is poised for a record-breaking first quarter, projecting that Q1 earnings will exceed its full-year profit from last year, as highlighted by Reuters. According to its April 7 press release, cited by the Chosun Daily, preliminary revenue soared 68% year-on-ye...

On March 25, compound semiconductor deposition equipment supplier AIXTRON announced plans to establish a new manufacturing facility in Malaysia, aiming to strengthen its global competitiveness and capture opportunities arising from the rapidly growing semiconductor equipment ecosystem in Southeast A...