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US export license delays stall Nvidia's H20 GPU to China 8/5/2025 The US Commerce Department's delays in approving export licenses have hindered Nvidia's efforts to sell H20 GPUs to Chinese firms. The backlog, the worst in three decades, has left billions of dollars in Nvidia products in limbo, unable to reach their international destinations. Tightening of LPDDR4X Supply Drives Up Prices 8/4/2025 Many mobile processors are not yet compatible with LPDDR5X, resulting in a supply-demand mismatch. Intel quietly rolls out 'new' Core 5 CPUs that look suspiciously like 12th Gen chips 8/4/2025 5 120 and Core 5 120F enter the budget gaming market with i5-12400 specs and 100 MHz boost Apple Is Open to Buying Companies to Get Ahead in the AI Race 8/4/2025 Tim Cook says the company is now significantly increasing its investment in AI, plus it confirms tariffs cost the business $800 million in the last quarter. Apple Just Hit a Major iPhone Sales Milestone 8/4/2025 Apple has sold over 3 billion iPhones since its first smartphone in 2007. Samsung got there first, but there are some caveats to consider. China Expected to Boost Procurement Ratio for Foreign AI Chips to 49% 8/1/2025 The renewed availability of H20 is also anticipated to drive up demand for HBM. US unveils details for 50% copper tariff 8/1/2025 The plan includes levies on semi-finished copper products and their derivatives, a sales requirement for copper scrap, and some exceptions for auto parts. Qualcomm working on datacenter CPU and in ‘advanced discussions’ with hyperscaler 8/1/2025 But may face competition in its core smartphone segment as Samsung says it’s found a premium handset-maker who wants its Exynos SoCs SpaceX's Cellular Starlink Expands to Support IoT Devices 8/1/2025 A mobile carrier in New Zealand is tapping cellular Starlink to monitor beehives in remote areas. Singapore Launches Research Center to Lead GaN Semiconductor Innovation 7/31/2025 Singapore's NSTIC (GaN) provides companies with access to industry-grade infrastructure to accelerate prototyping and commercialization. 5 Ways Edge AI Is Driving Factory Growth in Thailand and Vietnam 7/31/2025 Here's how edge computing and AI are driving factory growth across Thailand and Vietnam, offering a glimpse at a remarkable future for ASEAN. Trump says India will face 25% tariffs 7/31/2025 The duty will go into effect Aug. 1, per the president, but is slightly lower than the 26% levy unveiled as part of his original country-specific tariffs announced in April. Tech India overtakes China in smartphone exports to the U.S. as manufacturing jumps 240% 7/30/2025 Smartphones assembled in India accounted for 44% of U.S. imports of the devices in the second quarter, a significant jump from just 13% last year. The share of U.S. smartphone shipments made in China shrank to 25% in the April to June period, from 61% a year earlier. L3Harris to futher expand rocket motor manufacturing site in Arkansas 7/30/2025 The defense contractor is investing nearly half a billion dollars to build over 20 buildings on the Camden campus, aiming to meet the rising demand for its LSRM production. Nvidia orders 300,000 H20 chips from TSMC due to robust China demand 7/30/2025 Nvidia has ordered 300,000 H20 chipsets from Taiwan Semiconductor Manufacturing Co. amid strong demand from China, shifting from a plan to use existing stock, according to sources. The move follows the Trump administration's decision to allow Nvidia to restart H20 sales to China after a ban in April. Nvidia needs export licenses to ship the chips, which the Commerce Department has yet to approve. U.S. semiconductor design company fined $140 million over China dealings 7/30/2025 Cadence admits guilt in exporting chip design tools to China’s National University of Defense Technology, which is believed to be working on the Chinese nuclear program. Global Pure-Play Chip Foundry Revenues Forecast to Grow 17% YoY in 2025 7/29/2025 The advanced 3nm and 5/4nm nodes are proving pivotal in driving semiconductor revenue growth. AMD is using AI to help design its next-generation GPUs 7/29/2025 At the recent 'Winning the AI Race' summit in Washington, AMD's CEO Dr. Lisa Su confirmed that it's leveraging AI to help design its next-gen GPU products. SK hynix confirms 3GB GDDR7 modules 7/29/2025 Paving way for RTX 50 Super VRAM boost. New chips would allow for 18GB of VRAM on a 192-bit bus, or 24GB on a 256-bit bus. Samsung Secures $16.5 Billion Tesla AI Chip Deal, Production Set For Texas 7/29/2025 The deal, which lasts through 2033, will produce chips to power Tesla's self-driving cars. Kioxia sampling 9th gen 512Gbit flash memory 7/28/2025 The devices are designed to support applications requiring performance and power efficiency in low to mid-level storage capacities. They will also be integrated into Kioxia’s enterprise SSDs, ST to buy NXP’s MEMS sensor business 7/28/2025 The MEMS businesses of ST and NXP are strongly complementary in terms of technology and product portfolio, with the combined product offering to be well balanced across automotive, industrial and consumer end markets. TSMC’s 2nm Production Is Expected to Break Records, With Capacity Surpassing 3nm 7/28/2025 The Taiwan giant appears to be now preparing for the next cycle of semiconductor process, which is set to be the 2nm (N2) technology. The 2nm node is expected to be the firm's most expensive technology to date, and despite skepticism from the industry to adopt the process, Intel will cancel 14A and following nodes if it can't win a major external customer 7/28/2025 Intel would move leading-edge nodes to TSMC and Samsung Then exit the leading-edge process technologies completely Micron launches high-density, space-tolerant SLC NAND 7/25/2025 Micron Technology has released a high-density, radiation-tolerant single-layer cell NAND flash memory, with an initial die capacity of 256 gigabits. The memory is designed for use in space applications and has been tested to withstand extreme temperatures, shock and radiation exposure. Mercury Systems has incorporated Micron's memory for use in NASA's Earth Surface Mineral Dust Source Investigation.  1  |  2  |  3  |  4  |  5  |  6  |  7  |  8  |  9  |  10

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