US uses hidden trackers to monitor AI Chip shipments bound for China
August 14, 2025
US authorities have reportedly embedded concealed tracking devices in certain shipments of advanced AI chips to detect possible violations of export restrictions targeting China, according to sources cited by Reuters.
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AI to drive 2025 growth as electronics market slows into 2026
August 13, 2025
TrendForce’s latest investigations find that the global electronics market in 2025 will be sharply divided.
SIA: Hope tariff exemptions, trade deals ensure US chip leadership
August 08, 2025
President Trump said this week that he plans to impose 100% tariffs on imported semiconductors but indicated he would not charge companies that commit to making chips in the US.
Trump proposes 100% tariff on imported chips – with exemptions
August 07, 2025
President Donald Trump announced plans to impose a 100% tariff on imported semiconductors, while exempting companies that manufacture chips within the United States or have committed to doing so.
KISTI begins construction of South Korea’s 6th national supercomputer
July 31, 2025
Korea Institute of Science and Technology Information (KISTI) has signed a USD 275 million contract with HPE for construction of the supercomputer, which will support R&D in high-precision scientific and engineering simulations as well as large-scale AI.
Report: Nvidia orders 300,000 H20 chips from TSMC due to China demand
July 29, 2025
The Trump administration recently allowed Nvidia to resume sales of H20 GPUs to China, reversing an effective ban that aimed to keep advanced AI chips from reaching China. The new orders with TMSC would add to the existing inventory of 600,000 to 700,000 H20 chips, Reuters reports.
Bedrock Robotics emerges from stealth with $80 million in funding
July 25, 2025
By integrating with existing construction machines and workflows, the Bedrock Operator powers machines with expert capabilities, empowering builders with the ability to work around the clock, accelerate project schedules, increase profitability and safety, and track progress on jobs.
SK Hynix reports record jump in profit as demand for AI chips soars
July 24, 2025
SK Hynix reported a bigger-than-expected 68% jump in operating income in the June quarter. The South Korean chipmaker, a key supplier to AI giant Nvidia, said new model launches by customers would drive high-end AI chip demand growth, and that it was on track to double HBM chip sales for the full year.
BDx, Anyon launch hybrid quantum AI testbed in Singapore
July 18, 2025
This initiative will enable startups, enterprises and government agencies to explore quantum-enhanced AI applications. Designed to support Singapore’s Green 2030 and Smart Nation objectives, the testbed integrates Anyon’s quantum computing system with SIN1’s cutting-edge infrastructure.
Valens’s chipsets enable MIPI A-PHY platform for Embedded Vision by D3
July 17, 2025
The A-PHY platform offers D3 Embedded customers a series of unique benefits, including unparalleled EMI resilience, longer link distances, and the ability to operate over simple, low-cost cabling.
Malaysia imposes trade permits for AI chips of US origin
July 14, 2025
Individuals or companies have to notify authorities at least 30 days in advance for exporting, transhipping or bringing in transit items not listed on Malaysia’s strategic items list.
Nvidia CEO Huang meets Trump ahead of China visit
July 11, 2025
Though the agenda of the meeting was not immediately clear, Nvidia has been impacted by the export controls implemented by the Trump administration on its cutting-edge AI chips.
One in a Million. People used to be our greatest strength
July 07, 2025
In this first article of Evertiq’s new expert column series, Claus Aasholm – seasoned technology executive and strategist – shares his perspective on the trends, challenges, and breakthroughs shaping the global electronics industry. Drawing on decades of hands-on experience, Claus offers sharp, thought-provoking insights that go beyond headlines and buzzwords. Expect analysis that connects the dots – and challenges the status quo.
Telekom announces European industrial AI infrastructure with Nvidia
July 04, 2025
The AI factory in Germany will support industrial AI workloads for European manufacturers. It will feature 10,000 GPUs through Nvidia DGX B200 systems and RTX Pro Servers running Nvidia CUDA-X, RTX and Omniverse accelerated workloads from leading software vendors.
Report: Is Intel’s CEO exploring major shift in chip manufacturing business?
July 03, 2025
According to this new plan, outside customers would be offered a newer generation of technology, which is expected to be more competitive against Taiwan’s TSMC in Intel’s attempt to woo customers like Apple or Nvidia, the Reuters report said.
Claus Aasholm: “The semiconductor cycle is broken”
July 02, 2025
During Evertiq Expo Malmö 2025, Claus Aasholm, founder of Semiconductor Business Intelligence, offered a sobering reassessment of the global semiconductor market. In his keynote and follow-up interview, Aasholm argued that the industry’s historical four-year cycle has broken down – replaced by a fragmented, profit-driven upswing felt by only a select few.
From Gdańsk to Europe: Unisystem’s evolution in display innovation
June 30, 2025
At the turn of the 1980s and 1990s, many companies in Poland started their operations in conditions far removed from today's reality – no internet, limited access to components and technology, not to mention a lack of capital – what kept them running was often improvisation and sheer determination. Today, some of these companies are mature technology organisations, successfully competing in international markets.
Claus Aasholm on the ripples and tsunamis in the chip supply chain
June 23, 2025
“This tide does not lift all boats” – Aasholm warns of structural industry shifts driven by AI, geopolitics and China’s quiet semiconductor conquest.
Inventory weighs on Top 5 enterprise SSD vendors in 1Q25
June 19, 2025
TrendForce’s latest investigations reveal that several negative factors weighed on the enterprise SSD market in the first quarter of 2025. These include production challenges for next-gen AI systems and persistent inventory overhang in North America.
TI to invest $60 billion is US manufacturing expansion
June 18, 2025
Texas Instruments plans to invest more than USD 60 billion in US-based semiconductor manufacturing, marking what the company describes as the largest investment in foundational chip production in US history. The investment spans seven fabs across three major sites in Texas and Utah and is expected to support more than 60,000 new jobs.
Report: Crusoe to buy $400M worth of AMD chips for AI data centers
June 13, 2025
The 13,000 AMD MI355X chips Crusoe plans to purchase include high-bandwidth memory, making them suitable for running AI applications.
Trump's first onshoring win isn’t the iPhone – it's the AI server
June 12, 2025
As Nikkei Asia reports in a new investigation, the US is quietly assembling a domestic supply chain for one of the most complex machines in the world: the AI server. And while Apple has resisted political pressure to move iPhone production onshore, a host of data centre suppliers – including Foxconn, Wistron, TSMC and SK Hynix – are rapidly expanding their US footprint to serve customers like Nvidia, Microsoft and Amazon.
Nvidia selects Navitas to collaborate on 800 V HVDC architecture
June 04, 2025
Navitas’ high-power GaNSafe power ICs integrate control, drive, sensing and critical protection features, enabling reliability and robustness.
Standard Bots expands production facility, unveils 30kg payload robot
June 03, 2025
Standard Bots’ AI tech, designed specifically for its robots and powered by the NVIDIA Isaac platform, enables users to teach robots tasks through demonstration, eliminating the need for traditional coding or programming.
US announces new supercomputer powered by Dell and Nvidia
May 30, 2025
The new supercomputer named Doudna, a Dell Technologies system powered by Nvidia’s next-generation Vera Rubin platform, will be engineered to support large-scale high-performance computing (HPC) workloads.
Swedish giants to build AI factory with Nvidia
May 28, 2025
A group of leading Swedish companies – AstraZeneca, Ericsson, Saab and SEB – together with Wallenberg Investments and Nvidia, plans to build Sweden’s largest AI supercomputer. The new system will be based on Nvidia’s latest generation of accelerated computing and operated by a jointly owned company to provide sovereign, secure access to AI compute capacity.
Report: Nvidia to launch cheaper Blackwell AI chip for China
May 26, 2025
The GPU, which will feature Nvidia’s new generation Blackwell-architecture AI processors, may be priced between USD 6,500 and USD 8,000, significantly below the USD 10,000-USD 12,000 the H20 sold for, Reuters reports.
Israeli quantum computing firm Classiq raises $110 million
May 19, 2025
This investment brings Classiq’s total funding to USD 173 million, positioning the company to meet growing demand by significantly scaling its go-to-market, customer success and R&D teams.
HANMI Semiconductor launches TC BONDER 4 for HBM4
May 19, 2025
TC BONDER 4 is dedicated equipment capable of HBM4 production, featuring significantly improved productivity and precision compared to competitors, tailored to the characteristics of HBM4 which requires even higher precision.
Data center builder CoreWeave signs $4B deal with OpenAI
May 16, 2025
Nvidia-backed CoreWeave also said it is looking to spend over USD 20 billion this year on AI infrastructure and data center capacity, amid booming demand from clients.
Report: US to allow UAE to import millions of Nvidia’s AI chips
May 15, 2025
According to the draft agreement, 20% of the chips, or 100,000 per year, may go to UAE’s tech firm G42. The remaining are likely to be divided among American firms with major AI operations, Reuters reports.
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