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2025-07-15

[News] Marvell Reportedly Taps TSMC’s Sub-3nm, Photonics Tech for Next-Gen ASICs

According to TechNews, citing South Korean outlet Chosun Biz, Marvell is reportedly working with TSMC to strengthen its position in the custom ASIC space by leveraging TSMC’s sub-3nm process technology. In addition, the report notes that Marvell is set to adopt TSMC’s silicon photonics technolog...

2025-07-15

[News] Malaysia’s AI Chip Curbs Shake Server Supply Chains, May Hit Super Micro and Taiwan’s Wiwynn

Malaysia’s trade ministry announced on Monday that the export, transshipment, and transit of high-performance AI chips of U.S. origin will now require a trade permit, effective immediately, according to Reuters. As Economic Daily News notes, Malaysia is a major hub for AI server production, raisin...

2025-07-15

[News] NVIDIA’s China H20 Sales to Resume After U.S. Commitment, Samsung Poised to Gain from HBM3 Supply

During Jensen Huang’s visit to Beijing, NVIDIA revealed that the AI chip giant plans to restart sales of its H20 AI accelerator in China, after receiving assurances from the U.S. government that export licenses will be granted, according to Bloomberg. Notably, as per South Korean media outlet B...

2025-07-15

[News] Rare Earth Rush: China’s June Exports Reportedly Hit Highest Level Since 2009

While the rare earth market has been volatile since April, when China— the top supplier— imposed export controls amid escalating trade tensions with the U.S., this has yet to stop global buyers to secure the crucial materials used in powerful magnets. According to Bloomberg, China’s rare earth...

2025-07-15

[News] Apple Rumored to be Developing 7 In-House Chips

The iPhone 17 series, along with new Macs, Apple Watches, and other upcoming products, is set to launch in the second half of the year, marking a new phase in Apple’s in-house chip strategy. According to industry sources, Apple is  reportedly developing at least seven unreleased chips, including ...

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