EDA export controls; Synopsys-Ansys divest requirements; SIA Factbook; McKinsey effects of tariffs; ASE's fan-out bridge; ...

Asia accounts for nearly 70% of ASML's total sales, making it the company's largest market, though China's share is expected to decline in 2025 ...

Lisuan Technology, a Shenzhen startup formed in 2021 by a group of former Silicon Valley GPU engineers, just powered on its first domestic 6 nm graphics chip. Dubbed the G100, it’s China’s first ...

When assessing the impact of tariffs, companies need to consider two primary factors, said McKinsey: the value-add stage at ...

Huang tells Bloomberg, "The Chinese competitors have evolved" and Huawei, with its new AI chips, has become "quite formidable ...

With the US government rapidly changing its stance about tariffs as President Donald Trump negotiates, tech purchasers can ...

We came across a bullish thesis on Lam Research Corporation (LRCX) on Substack by The Antifragile Investor. In this article, ...

Chinese GPU startup Lisuan Technology has announced via its official WeChat account that its G100 6nm graphics card has been ...

AI boom and robust data centre sales offset US export curbs as investors shrug off geopolitical risk Nvidia (NASDAQ:NVDA) ...

The U.S. has limited exports of some chips and chip technology to China as part of a national defense strategy dating back to the first Trump administration ...

The semiconductor industry has faced a number of headwinds, from uncertainty around tariff policy in the U.S. and chip export ...

Siemens EDA, Cadence and Synopsys have received notices from the U.S. Commerce Department about new export controls on chip ...