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2025-07-21

[News] Huawei to Unveil CloudMatrix 384, Rumored to Deliver 2× NVIDIA GB200 NVL72 Throughput

Huawei is reportedly set to unveil its CloudMatrix 384 system for the first time at the 2025 World Artificial Intelligence Conference (WAIC), which opens on the 26th in Shanghai, according to Economic Daily News. As highlighted by Tom’s Hardware, the CloudMatrix 384 is a rack-scale AI system compo...

2025-07-21

[News] Nikon Unveils DSP-100 System for Panel-Level Packaging, Supporting 600mm Panels with 9x Throughput

As semiconductor giants embrace fan-out panel-level packaging (FOPLP) for larger, more efficient chip designs, Japan’s Nikon is joining the race. The company has begun taking orders in July for its new DSP-100 digital lithography system, designed specifically for 600 mm square panels used in advan...

2025-07-21

[News] China’s Cambricon to Raise RMB 4B via A-Share Issuance for AI Chip and Software Push

According to a report from MoneyDJ, citing ITHome, Chinese AI chipmaker Cambricon announced on the 17th that it has revised its A-share private issuance plan for 2025. Under the updated proposal, the company plans to issue no more than 20.9175 million shares, aiming to raise up to RMB 3.9853273 bill...

2025-07-21

[News] HBM Demand from ASICs Reportedly to Surge 80% in 2026, Fueling Samsung–SK hynix–Micron Rivalry

While Goldman Sachs expects HBM prices to decline next year as competition intensifies and pricing power shifts to major customers, the firm also notes that although GPUs will remain the main growth engine, ASICs are set to see even faster adoption in 2026. Building on this, Chosun Biz notes that th...

2025-07-18

[News] Rapidus Unveils 2nm Progress: Prototypes Begin, EUV Exposure Done 3 Months after Delivery

Japan’s Rapidus hit a key milestone on its path to 2nm mass production by 2027, as it announced on July 18 that prototyping has begun for its 2nm gate-all-around (GAA) chips at the IIM-1 foundry in Chitose, Hokkaido. The company also confirmed that initial test wafers have entered electrical testi...

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