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2025-08-04

[News] NVIDIA Picks Innoscience as Sole Chinese Supplier for 800 VDC Power—Unpacking the GaN Giant

When NVIDIA released its supplier list last week for the 800 VDC power architecture powering AI data centers, GaN power chipmaker Innoscience stood out as the only Chinese supplier, capturing widespread public attention, as per the Economic Daily News and The Business Times. Innoscience confirmed...

2025-08-04

[News] Intel’s Chip Packaging Expert Jumps to Samsung Amid Reported Glass Substrate Retreat

Significant personnel changes are underway at Intel as the company shifts direction under CEO Lip-Bu Tan. According to The Wall Street Journal, Gang Duan, a longtime Intel expert in chip packaging, has left the U.S. firm to join Samsung’s components division. The report highlights Duan’s key con...

2025-08-04

[News] South Korea Posts Record July Chip Exports, Up 31.6% YoY on HBM and DDR5 Demand

According to MoneyDJ, citing South Korean media outlet Yonhap News, South Korea’s Ministry of Trade, Industry and Energy announced on August 1 that exports in July 2025 reached USD 60.82 billion—an impressive 5.9% increase year-over-year—setting a new record high for the month of July and mark...

2025-08-04

[News] Samsung Bets on Local Chip Firm Rebellions and Israeli Startup Teramount to Ride the AI Wave

Riding the AI boom, Samsung has recently invested in two promising startups: Israeli optical tech firm Teramount and South Korea’s AI chip maker Rebellions, according to CNBC, Maeil Business Newspaper and Pulse. Rebellions: A Win-Win Bet for Samsung As noted by CNBC, Rebellions has secured b...

2025-08-01

[News] Chipmaking Tool Giants TEL, KLA Flag Weak China Demand in 2025 Amid Trade Tensions

Global semiconductor equipment giants Tokyo Electron (TEL) and KLA have recently announced their financial forecasts, with declining revenue contributions from China emerging as a key concern. According to MoneyDJ, chipmakers are scaling back equipment investment plans, prompting Japan-based TEL to ...

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