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2025-03-28

[News] Chip Industry Shakeup: Wolfspeed, Intel, and STMicroelectronics Undergo Leadership Changes

In recent weeks, several major tech companies have announced leadership transitions and organizational changes as they navigate evolving market demands and strategic realignments. Below are some of the latest developments: Wolfspeed Appoints New CEO According to ijiwei, citing Reuters, Wolfspe...

2025-03-28

[News] SMIC Reported to Complete 5nm Chips by 2025, but Costs May Be 50% Higher Than TSMC’s

According to Wccftech, industry sources suggest that SMIC is on track to finalize its 5nm chip development by 2025. However, the report highlights that the cost of SMIC’s 5nm wafers could be as much as 50% higher than those produced by TSMC. This price gap is largely due to SMIC’s lack of access...

2025-03-28

[News] China’s Major Server Maker Reportedly Warns of NVIDIA’s H20 Shortage, with Uncertainty Ahead of April

While China’s new energy-efficiency rules may raise concerns for NVIDIA, a latest Reuters report suggests that according to H3C, one of China’s biggest server makers, the H20 chip is in high demand and hard to find. Reuters, citing a notice from H3C, notes that H20’s international supply ch...

2025-03-28

[News] Intel’s Comeback? NVIDIA and Broadcom Reportedly Eye 18A, with a Boosted Version in the Works

With Lip-Bu Tan as Intel’s new CEO, aiming to restore its chipmaking edge and build a top-tier foundry, Team Blue’s 18A is gaining traction. Tom’s Hardware, citing guru, notes that NVIDIA and Broadcom, the world’s two top AI chip firms, are eyeing Intel’s 18A process. The reports indica...

2025-03-28

[News] US Robotics Firms Reportedly Urge National Strategy and Central Office Amid China’s Competition

Following U.S.’s first-ever Enterprise Artificial Intelligence Strategy announced in October, 2024, robotics companies in the country are calling for a national strategy and a dedicated federal office to support the industry as China ramps up its robotics push, according to Associated Press. Th...

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