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Articles by Mavis Tsai
Infineon and Nvidia join forces to reinvent power delivery for AI data centers
Infineon Technologies, a leading IDM, is accelerating efforts to reshape how power is delivered within the next generation of AI data centers. In collaboration with Nvidia, Infineon is developing a cutting-edge...
Huawei's AI chip push gains ground amid US pressure and Nvidia ban in China
Huawei is rapidly expanding its footprint in China's AI chip market, capitalizing on Nvidia's recent regulatory hurdles and domestic momentum in artificial intelligence investments. The company's Ascend 910 series is set to become a central force in...
Huawei, Ubtech unite to commercialize next-gen humanoid robots
Huawei has entered into a strategic partnership with Ubtech Robotics Inc. to integrate its AI chip capabilities with Ubtech's humanoid robotics expertise. The alliance aims to fast-track the development of embodied intelligence and bring humanoid robots...
Huawei reportedly ships 910C AI supercluster, said to outpace Nvidia's NVL72; eyes 910D next
Huawei has reportedly begun shipping its CloudMatrix 384 artificial intelligence (AI) system, powered by 384 Ascend 910C chips. The company claims the setup delivers 67% more computing power than Nvidia's NVL72 system but at the expense of significantly...
Strong growth in GAA demand, too early to assess tariff impact, says ASM
Dutch semiconductor manufacturing equipment maker ASM released its latest financial report, expressing optimism that sales related to gate-all-around (GAA) technology will see robust growth in 2025. The company projected total annual revenue to increase...
How Hesai's cost cuts and key partnerships fuel 4x LiDAR growth in 2025
Hesai Technology, the leading LiDAR manufacturer in China, is planning a fourfold increase in its production capacity by 2025 to address the rapidly growing demand for automotive advanced driver-assistance systems (ADAS).
return to engineering prowess
Intel Corporation, led by newly appointed CEO Lip-Bu Tan, has initiated a major organizational restructuring to regain its competitive edge in the semiconductor industry. Since assuming leadership in March 2025, Tan has rapidly begun dismantling and...
Unitree scales up in Hangzhou with bold bet on AI-powered robot 'brains'
Unitree Robotics, a Chinese humanoid robot startup, has opened a new manufacturing plant in Hangzhou to support its expansion. Although the company is ramping up investment in AI to enhance robotic intelligence, executives warn that current technologies...
Huawei Ascend 910C chip set for mass rollout as China hunts for an Nvidia stand-in
Huawei is reportedly set to begin mass shipments of its next-gen AI chip, the Ascend 910C, as early as May 2025. Positioned as China's homegrown rival to Nvidia's H100, the chip is gaining traction as a go-to option for domestic AI developers amid intensifying...
IBM CEO sounds alarm on chip supply risk; backs Rapidus as strategic counterweight
As the semiconductor industry shifts toward geographic diversification and manufacturing resilience, IBM CEO Arvind Krishna says Japan-based Rapidus is emerging as a critical player-not just for Japan or IBM, but for the global semiconductor ecosystem...
Intel undergoes strategic overhaul with new semiconductor-focused board
Intel is executing a significant transformation under new CEO Lip-Bu Tan, restructuring its board of directors to prioritize semiconductor-specific expertise in a bid to revitalize the company's competitive position.
China's AgiBot plans new Shanghai facility to scale robot output; Lens deepens role in embodied AI
Zhiyuan Robotics (AgiBot), a Chinese AI startup specializing in embodied intelligence, has become a central player in the humanoid robotics supply chain as a major customer of Lens Technology.
CoreWeave's IPO is litmus test for AI data center demand
AI infrastructure startup CoreWeave is seeking a valuation of up to US$32 billion in its upcoming IPO on the NASDAQ, with plans to raise as much as US$2.7 billion. The listing marks a major test of investor confidence in a new generation of AI-focused... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Intel fires up 18A test production in Arizona, betting big on foundry revival
Intel has begun test production of its 18A process at its Arizona facility, a key step in its bid to revive its foundry business. This milestone supports the company's broader strategy under newly appointed CEO Lip-Bu Tan, who aims to reestablish Intel... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Europe's EV battery dreams shattered: Northvolt's collapse amid rising Chinese competition
Northvolt, once touted as Europe's best bet to challenge Asia's grip on the EV battery market, has filed for bankruptcy in Sweden after failing to secure fresh funding. A court-appointed trustee will now oversee the sale of its assets and subsidiarie... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Microchip Technology restructures: 2,000 layoffs across US and Philippines amidst automotive chip slump
Microchip Technology is undergoing significant restructuring in response to a downturn in the automotive chip market. The company has announced the layoff of approximately 2,000 employees, representing 9% of its total workforce. The layoffs will affect... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
STMicro, AWS co-develop AI-focused photonic chip for data centers
STMicroelectronics (STM) is partnering with Amazon Web Services (AWS) to develop a data center photonic chip that delivers 800Gbps and 1.6Tbps optical interconnect speeds for AI and high-performance computing (HPC) workloads. AWS plans to integrate... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Arm's rumored chip design push raises questions over its neutral industry role
UK-based semiconductor IP giant Arm is reportedly expanding its efforts in chip design, with plans to release its first self-developed processor as early as summer 2025. Reports indicate that Meta Platforms is among its initial customers, signaling... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
STMicro's worst year in decades: sales drop, job cuts amid continuous market slump
STMicroelectronics (STMicro) plans to cut 2,000 to 3,000 jobs, approximately 6% of its global workforce, through early retirement programs or natural attrition as it grapples with persistent downturns in the industrial and automotive sectors. LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
GlobalFoundries to invest US$575 million in advanced packaging center in the US
GlobalFoundries has unveiled plans to invest US$575 million in a cutting-edge advanced packaging and photonics center at its Malta, New York, facility. This ambitious project is designed to enable the complete domestic production, packaging, and testing... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
TSMC begins 4nm chip production in Arizona, a first for the US, says Commerce Secretary
In a recent interview with Reuters, US Commerce Secretary Gina Raimondo announced that TSMC has initiated production of 4nm process technology chips at its Arizona facility in recent weeks, serving American customers. LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Intel's Panther Lake to drive AI PC growth, foundry comeback in 2H25
Ahead of CES 2025, Intel has emphasized its dedication to expanding its foothold in the AI-powered PC market. The company revealed plans to begin mass production of its "premium" processors built on the advanced Intel 18A (1.8nm) process node in the... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
CES 2025: Intel announces mass production of 18A processors in 2H25
At the Consumer Electronics Show (CES) 2025, Intel unveiled its latest PC processor lineup and announced the successful sampling of its artificial intelligence (AI) PC processors, presumably Panther Lake, to customers. The chips, manufactured using Intel's 18A process technology (1.8nm), are expected to enter mass production in the second half of 2025.
Intel's CEO search widens its scope: Marvell chief, Cadence veteran emerge as candidates
Following Pat Gelsinger's retirement announcement, Intel is reportedly expanding its search for a successor beyond company ranks. The chipmaker has enlisted a headhunting firm and has reportedly approached potential candidates, including Marvell's current... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Qualcomm aims to triple non-mobile revenue by fiscal 2029
At its 2024 Investor Day, Qualcomm unveiled its latest five-year outlook, highlighting growth expectations for automotive and PC sectors as part of its non-mobile market expansion strategy. LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Save my User ID and Password' box in the log-in section.
UK compound semiconductor provider IQE considers sale of Taiwan subsidary
UK-based epitaxial wafer and substrate provider IQE has reported that the overall market recovery is weaker than anticipated. As a result, the company expects its revenue for 2024 to remain flat compared to 2023. IQE also announced a strategic review... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
x86 Alliance takes shape as Intel and AMD join forces in AI era
In a bid to counter the rising influence of Arm in the PC and server processor markets, Intel and AMD have joined forces to establish the x86 Ecosystem Advisory Group. Announced at Lenovo's Tech World, this coalition, including tech giants like Broadcom,... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Israeli R&D talents reportedly forced to leave amid Intel's turmoil
Following recent layoffs at its Hillsboro, Oregon research facility, Intel is reportedly planning to cut hundreds of employees across its research centers in Israel. The company's ongoing workforce reduction, combined with its current financial challenges,... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Intel, AMD forge x86 alliance to set industry standards amid rivalry
Intel and AMD have established a joint advisory group to accelerate the growth of the x86 ecosystem. While maintaining their competitive stance, both companies are committed to collaborating on industry standards to promote consistency and innovation... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
ASML CEO: Asia to lead global semiconductor manufacturing for years ahead
The US and European semiconductor industries are seeing major investments, yet ASML CEO Christophe Fouquet noted that Asia's semiconductor production capacity is expanding more rapidly. He expressed confidence that Asia will continue to dominate global... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
China's leap in silicon photonics: A catalyst for AI growth?
Hubei Jiufengshan Laboratory, with CNY8.2 billion (approx. US$1.12 billion) subsidy from the Chinese government, has integrated a laser light source into a silicon chip, marking a milestone in China's silicon photonics technology. This breakthrough... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
China's insistence on local chip usage; release of Ascend 910C muddles Nvidia's future
Rumors suggest the Chinese government is encouraging local companies to prioritize domestic artificial intelligence (AI) processor brands over Nvidia's products. If this informal guidance becomes mandatory in the future, it could pose a dual threat... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
How AI drives the renewed interest in nuclear energy
Silicon Valley's elite have been pouring money into nuclear energy for years, convinced of its critical role in the clean energy transition. Now, the soaring energy demands of AI are providing fresh impetus for their push to advance nuclear technology... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
AMD, Broadcom eye lucrative potential in custom chips amid early market hurdles
AMD CEO Lisa Su predicts that while GPUs currently dominate AI tasks due to their parallel processing efficiency, the future will see a broader range of chip architectures emerge. Custom chips, specifically designed for AI workloads, are expected to... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Recycling technology for substrates and circuit boards breathes new life into electronic waste
Electronic waste and its associated pollution are becoming increasingly threatening on a global scale. With the continued development of various new application areas including robots, wearable devices, health monitors, and single-use devices, the production of new flexible electronic products is relentless, exacerbating related issues.
Saudi Arabia to purchase Nvidia's high-end chips in 2025
Originally one of the regulated export destinations for US chips, Saudi Arabia aims to receive clearance from the US government in 2025 and obtain US-manufactured high-quality chip supplies such as the Nvidia H200. LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
AMD shifts focus to mid-range GPUs, targets 40-50% market share
In the gaming graphics processing unit (GPU) market, Nvidia currently holds an 88% market share, while AMD accounts for only 12%. An AMD senior executive stated during an interview that the most urgent matter at hand is attracting more software developers... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Intel Gaudi 3 welcomes first major cloud customer with adoption from IBM Cloud
Starting in early 2025, IBM Cloud will allow customers to use Intel's latest Gaudi 3 AI accelerators. This marks the first publically known, major cloud industry customer for Gaudi 3 since its announcement in December 2023. LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Intel slashes marketing budget as AMD presses for market shift
Intel's Sales and Marketing Group (SMG) reportedly plans to streamline its workforce and reduce marketing expenses, aiming to cut costs by over 35% by the end of 2024. LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Save my User ID and Password' box in the log-in section.
AMD masses ZT System engineers to soften increasing AI system complexity
AMD recently acquired ZT Systems (ZT) for US$4.9 billion. AMD emphasizes that its need for additional personnel stems from its desire to further invest in expanding an open ecosystem while ensuring freedom of choice for its clients. According to WSJ, AMD Chair and CEO Dr. Lisa Su pointed out that the main contribution provided by the ZT team is the expansion of its design team, which would offer substantial aid to its clients that require AI for cluster computing.
Huawei's Ascend 910C: a potential threat to Nvidia's dominance in China's AI chip market
Huawei's new AI chip, the Ascend 910C, is reportedly set for release with performance comparable to the NVIDIA H100 GPU. While the older Ascend 910B did not pose a significant threat to Nvidia due to limited upgrades and supply capacity, industry observers... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Intel's market value nears OpenAI's following series of missed AI investment opportunities
Intel, a tech giant already struggling in the AI race, has seen its recent operational performance falter and its market value plummet to a level startlingly close to that of OpenAI. Recent reports suggest that years ago, Intel considered investing... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
AMD boosts AI data center GPU revenue forecast to US$4.5 billion amid surging demand
AMD has further raised its full-year revenue forecast for AI data center GPUs to US$4.5 billion, underscoring the surging demand for computing power driven by generative AI. The chipmaker is ramping up its investments in both hardware and software solutions... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
ST cuts 2024 outlook as industrial and automotive demand slows
After reporting a 25% year-on-year revenue decline in the second quarter, STMicroelectronics has revised its sales outlook for 2024 downward for the second time. ST reported revenue of US$3.23 billion for the second quarter of 2024, down 6.7% sequentially and 25.3% year on year, with gross margin falling to 40.1% from 41.7% in the previous quarter and 49.0% during the same time in 2023.
Nvidia reportedly developing China-compliant AI chip, partnering with Inspur
Nvidia is reportedly developing a flagship AI chip specifically for the Chinese market to comply with US restrictions on the export of advanced semiconductors. According to sources, the chip, codenamed B20, will be launched in China in partnership with... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
Building the new generation of AI computing: SoftBank officially acquire Graphcore, eyes UK workforce expansion
At a press conference on July 11, UK-based AI accelerator designer Graphcore confirmed its acquisition by Japan's SoftBank Group. LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Save my User ID and Password' box in the log-in section.
UK semiconductor industry at a crossroads: challenges and opportunities ahead
As the 2024 UK general election concludes, the world anticipates how the new Labour government will advance the previous administration's vision of making the UK a science and technology superpower. LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Save my User ID and Password' box in the log-in section.
France targets Nvidia in landmark antitrust case over AI dominance
Nvidia is set to face antitrust charges from the French government. This action follows a raid by French authorities in September 2023 as part of an antitrust investigation into the cloud computing industry. According to sources cited by Reuters, France is poised to lead global regulators in bringing antitrust charges against Nvidia. However, as the investigation continues, the European Commission is unlikely to expand its preliminary probe at this time.
Nvidia partnered with Qatar telco to deploy AI data centers across the Middle East amid US export control tightening
Qatar-based telecom giant Ooredoo has signed an agreement with Nvidia to deploy thousands of Nvidia Tensor Core GPUs in its AI data centers amid the US's tightening export controls to the region. LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site. To activate this function, check the 'Save my User ID and Password' box in the log-in section.
Broadcom foresees AI revenue surpassing US$10 billion, no plans to rival Nvidia GPUs
Broadcom stated that the demand for AI networking products and customized accelerators from hyperscale customers is quite strong. For the second quarter of the fiscal year 2024 (ended May 5, 2024), AI-related revenue grew significantly by 280%, reaching... LOGIN Save my User ID and Password Save my User ID and Password Some subscribers prefer to save their log-in information so they do not have to enter their User ID and Password each time they visit the site.
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