NVIDIA and AMD reportedly secured export licenses last Friday to sell their H20 and MI308 chips in China—but at a steep price. According to the Financial Times, the chipmakers have agreed to share 15% of their China revenues as a condition for the approvals. The report suggest that this marks t...

Amid the uncertainty of U.S. chip tariffs, Japan’s semiconductor companies—with limited presence in the U.S.—are gearing up for tougher times. Renesas, in particular, faces mounting pressure, as Newswitch highlights growing concerns over the future of its Takasaki plant and looming domestic wo...

With competition mounting for NVIDIA’s H20 in China, the U.S. chip giant is also seeing its automotive chips come under growing pressure from local rivals. This shift is reflected in SMIC’s performance—China’s top foundry now earns 10% of its revenue from automotive and industrial chips, up ...

According to TechNews, Taiwan’s leading DRAM maker Nanya Technology and IC design firm Etron Technology jointly announced the establishment of a new joint venture focused on AI memory design services. Nanya and Etron will invest NTD 500 million in the venture, with an 80:20 ownership split. The co...

According to Financial Times, China is reportedly facing setbacks in its efforts to consolidate its fragmented semiconductor sector into a few dominant state-backed players capable of competing with major U.S. and European firms. Sources cited in the report say that merger talks among chip manufactu...