With competition mounting for NVIDIA’s H20 in China, the U.S. chip giant is also seeing its automotive chips come under growing pressure from local rivals. This shift is reflected in SMIC’s performance—China’s top foundry now earns 10% of its revenue from automotive and industrial chips, up ...

According to TechNews, Taiwan’s leading DRAM maker Nanya Technology and IC design firm Etron Technology jointly announced the establishment of a new joint venture focused on AI memory design services. Nanya and Etron will invest NTD 500 million in the venture, with an 80:20 ownership split. The co...

According to Financial Times, China is reportedly facing setbacks in its efforts to consolidate its fragmented semiconductor sector into a few dominant state-backed players capable of competing with major U.S. and European firms. Sources cited in the report say that merger talks among chip manufactu...

China’s two leading foundries, SMIC and Hua Hong Semiconductor, have released their second-quarter 2025 earnings. According to Reuters, China’s largest chipmaker SMIC reported a 19.5% year-on-year decline in second-quarter profit. In a filing to the Hong Kong Stock Exchange, the company stated t...

Shortly after EDA giant Cadence pleaded guilty and agreed to pay over $140 million for illegal sales to China, Republican Senator Tom Cotton sent a letter to Intel’s board questioning CEO Lip-Bu Tan’s China ties — noting he led Cadence until 2021, as per Reuters. Later, President Trump blasted...