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2025-08-27

[News] Is Cambricon the Next NVIDIA or Unsustainable Growth Story? Three Key Risks Behind the Epic Rally

China’s AI chip rising star Cambricon has become the market sensation these days, with its market cap briefly hitting RMB 580 billion, surpassing SMIC and even Taiwan’s MediaTek, reports Business Today. Dubbed China’s NVIDIA, it trades at an eye-popping trailing 12-month P/E above 4,000—comp...

2025-08-27

[News] Meta’s Superintelligence Labs Reportedly Hit by Exits After Aggressive AI Hiring Push

As Meta advances its AI ambitions, its Superintelligence Labs is already encountering early turbulence. According to Business Insider, at least eight employees—including researchers, engineers, and a senior product leader—have departed less than two months after CEO Mark Zuckerberg announced the...

2025-08-27

[News] Apple Reportedly Plots Bold iPhone Makeover, Foldable Coming in 2026, Boosting TSMC

According to Economic Daily News, citing Bloomberg, sources indicate that Apple’s upcoming annual product launch will set the stage for three consecutive years of major iPhone redesigns. iPhone 17 Series Based on TSMC’s N3P Notably, the iPhone 17 series, expected to debut this fall, is pro...

2025-08-27

[News] Intel’s Clearwater Forest Unveils 18A Backside Power at Hot Chips; TSMC’s Super Power Rail to Follow

At Hot Chips 2025 (Aug. 24–26), Intel unveiled its next-generation Xeon processor, Clearwater Forest, which is built on 18A and scheduled for mass production in 2026, according to the Commercial Times. Notably, while Intel’s new E-core Xeon integrates 18A with Foveros Direct 3D advanced packa...

2025-08-27

[News] Nikon Announces Yokohama Plant Closure as Precision Equipment Business Weakens

On August 21, Nikon announced plans to shut down its Yokohama Plant on September 30. According to Nikkei, the facility employed about 350 people as of the end of July. These employees will remain with the company, relocating to receiving sites as the plant’s operations are transferred to Nikon’s...

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