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Chip Talk Semiconductor News & Announcements

China's Push for Electronics Self-Sufficiency Amidst US Chip Curbs

China's new action plan targets electronics self-sufficiency as a response to US export curbs. This strategy outlines enhancing local tech development and resilience. Read more

Broadcom's Stock Boom: When High Prices Mean Bargains

Broadcom's stock is soaring, yet getting cheaper in terms of P/E ratio. Here’s how strong AI demand and new customers are driving this investment anomaly. Read more

Navigating Tariff Talk: Tech Giants React to New US Semiconductor Policies

The US plans 'substantial' semiconductor tariffs; nuances in policy could impact major tech companies like Apple. Key figures weigh in at a White House dinner. Read more

Huawei: The Pillar of China's AI Chip Ambitions

Explore the dynamics of China's AI chip market as Huawei stands strong amid Cambricon and Alibaba's uncertain ventures. What does this mean for the future? Read more

OpenAI and Broadcom: Shaping the Future of Custom AI Chips

OpenAI's collaboration with Broadcom marks a significant turn in AI chip production, favoring custom solutions over longstanding reliance on Nvidia. Read more

NVIDIA and MediaTek's Strategic Partnership: Navigating the Acquisition Hype

Exploring the rumored acquisition of MediaTek by NVIDIA amid their strategic collaboration on the GB10 superchip. Read more

Cambricon's Market Rollercoaster: A Reality Check for Chinese Tech Valuations

Cambricon Technologies experiences a sharp market slide, raising questions about the sustainability of high valuations in China's tech sector. Read more

Revolutionizing Power Devices: VisIC's Gallium Nitride Saga Continues

Explore VisIC Technologies' new 650V Gen 2 D³GaN devices promising efficiency and compact design for high-demand applications from EVs to AI data centers. Read more

Samsung’s Paradox: Record Deals Amid a 94% Profit Collapse

Discover Samsung's paradox as it secures landmark deals with Apple and Tesla amidst a 94% profit drop in semiconductors. What does this mean for its future? Read more

Xiaomi Sticks to TSMC's 3nm Process: A Strategic Move or a Step Behind?

Xiaomi decides against adopting TSMC's 2nm nodes, opting instead for a more strategic and cautious transition with the third-generation 3nm "N3P" process. Read more

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