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2025-05-08

[News] Apple’s In-House Chip Plan Progresses Smoothly, Hint at a Start to Replace Qualcomm

In 2020, Apple announced its transition to Apple Silicon, successfully replacing Intel processors with more efficient and faster chips in less than three years. Today, Apple intends to replace Qualcomm’s modem chips and gradually internalize all network functionalities. Apple’s first in-house...

2025-05-08

[News] Why Are Chip Giants Going Silent? Marvell, Samsung & Freeze Forecasts Amid Tariff Turmoil

As the deadline for public comments on the U.S. Section 232 semiconductor probe approaches, anxiety is mounting across the chip industry. The looming tariff decisions have cast a shadow over peak earnings season, with tech giants hesitant to issue clear forecasts amid rising geopolitical and trade t...

2025-05-07

[News] Foundry Margins Under Pressure as Taiwan Dollar Climbs: Impact on TSMC, UMC, Vanguard

The sharp appreciation of the New Taiwan dollar (NTD) is raising concerns about its negative impact on Taiwan’s semiconductor industry, particularly foundries like TSMC, UMC, and Vanguard. As noted by Commercial Times, institutional analysis and industry data indicate that every 1% gain in the NTD...

2025-05-07

[News] NVIDIA, MediaTek to Debut Joint PC Chips at Computex 2025, While Launch Might be Delayed

According to Tom’s Hardware, citing ComputerBase and heise online, NVIDIA and MediaTek are expected to unveil their jointly developed Arm-based processors—N1X for desktops and N1 for notebooks—at Computex 2025. However, technical challenges could hinder their completion, with heise online and ...

2025-05-07

[News] NVIDIA Reportedly Suspends RTX 5090D Shipments in China amid U.S. Export Curbs

In late 2024, NVIDIA was reportedly developing a customized GeForce RTX 5090D for the Chinese market, as per Tom’s Hardware. But with U.S. export curbs tightening, Chinese media outlet mydrivers reports that NVIDIA has now suspended shipments of the card to AIC (Add-in-Card) partners. According...

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