Articles


2025-05-21

[News] Jensen Huang: NVIDIA’s China Market Share Plummets from 95% to 50% amid U.S. Export Curbs

Speaking at Computex 2025 in Taipei today, NVIDIA CEO Jensen Huang, in a rare blunt moment, openly called out how U.S. chip export controls have hammered the AI chip giant’s position in China. Once commanding 95% of the Chinese market four years ago, NVIDIA now holds just 50%, with local rivals ru...

2025-05-21

[News] Intel Reportedly Mulls Selling Network, Edge Units to Double Down on PC, Data Center Chips

Intel CEO Lip-Bu Tan has been working to steer the company toward a turnaround. According to Reuters, sources say Intel has explored the possibility of divesting its network and edge businesses, once known as NEX, as these segments no longer align with the strategic direction Tan is pursuing for the...

2025-05-21

[News] Wolfspeed Reportedly to File Bankruptcy in Weeks as China’s Aggressive Pricing, Weak Demand Bite

Facing fierce competition from rapidly expanding Chinese rivals and weak demand in the industrial and automotive markets, Wolfspeed is reportedly preparing to file for bankruptcy within weeks, according to the Wall Street Journal and Reuters. Weighed down by around $6.5 billion in debt, the U.S. ...

2025-05-21

[News] SID 2025: Diverse Micro LED Applications Lighting Up the Future

On May 13, 2025 (U.S. time), the Display Week 2025 (SID 2025) officially opened at the San Jose McEnery Convention Center in California. Leading display industry giants, cutting-edge technology companies, and innovative startups around the world gathered to showcase the latest generation of display ...

2025-05-21

[News] Half of Japan’s New Fabs Yet to Start Mass Production Amid Weak Non-AI Demand

According to a report from TechNews, citing Nikkei, chip demand outside of AI applications remains sluggish. As of April, only three of the seven semiconductor plants built or acquired in Japan during fiscal years 2023 and 2024 have begun mass production. The report notes that Japan’s semicondu...

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