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Jul 16, 2025 Silicon IP Revenue Spikes In Q1 2025, EDA and silicon IP revenue rose 12.8% to $5.098 billion, driven by a 29.6% surge in IP revenue to $1.577 billion. Arm led with a 34.1% jump, while EDA growth slowed to 2.6%, revealing mixed market trends. Semiconductor Engineering Jul 16, 2025 Marvell Reportedly Taps TSMC's Sub-3nm, Photonics Tech for Next-Gen ASICs Marvell is strengthening its custom ASIC position by partnering with TSMC on sub-3nm and silicon photonics technologies. With rising demand from cloud giants, custom chips now drive over 25% of Marvell's data center revenue, expected to exceed 50%. TrendForce Jul 16, 2025 NVIDIA's China H20 Sales to Resume After U.S. Commitment, Samsung Poised to Gain from HBM3 Supply During a visit to Beijing, NVIDIA CEO Jensen Huang announced plans to restart H20 chip sales in China, following U.S. license assurances. The move could recover $10 billion and boost Samsung, now supplying memory for new NVIDIA GPUs. TrendForce Jul 16, 2025 Apple Rumored to be Developing 7 In-House Chips Apple plans to launch the iPhone 17 series, new Macs, and Apple Watch updates in late 2025, featuring seven new in-house chips. These developments boost Apple's hardware differentiation, vertical integration, and proprietary AI and wireless technology capabilities. TrendForce Jul 16, 2025 U.S. Tariffs Push Canada's Chip Sector to Collaborate Abroad Amid looming U.S. tariffs, Canada's semiconductor industry is strengthening U.S. partnerships while diversifying globally. Leveraging niche strengths like photonics, Canada seeks new markets in Europe and Asia, aiming to secure supply chains and expand despite trade uncertainties. EE Times Jul 16, 2025 Commerce Secretary Lutnick says China is only getting Nvidia's '4th best' AI chip Commerce Secretary Howard Lutnick said the Trump administration reversed its ban on Nvidia selling AI chips to China because the company won’t export its top-tier technology. Nvidia will sell China its slower "fourth best" H20 chip to keep them reliant on U.S. tech. CNBC Jul 16, 2025 US approves Nvidia sales to China Nvidia CEO Jensen Huang announced the U.S. government has approved licenses for selling advanced H20 AI GPUs to China. Despite ongoing trade tensions, Nvidia & AMD are set to resume shipments, supporting China's significant AI research market & easing export restrictions. Taipei Times Jul 16, 2025 AMD to resume MI308 AI chip exports to China Advanced Micro Devices announced it will soon resume shipments of its MI308 AI chips to China, pending U.S. Commerce Department approval. AMD’s stock rose over 6% as trade tensions ease and chipmakers push for relaxed export controls amid ongoing U.S.-China disputes. CNBC Jul 16, 2025 GUC Tapes Out Industry-Leading UCIe Face-Up IP for TSMC SoIC-X Global Unichip Corp. (GUC) successfully taped out its UCIe™ PHY Face-Up IP on TSMC's N5 process, delivering 36Gbps with twice the power efficiency. Targeting AI, HPC, and networking, it enables high-bandwidth, low-power multi-die integration using advanced packaging. EE Times Jul 16, 2025 The Data Center Power Conundrum The new U.S. bill emphasizes electricity supply but favors nuclear over renewables. As AI data centers surge—consuming 10% of power by 2030—the grid's modernization and strategic data center locations near clean power sources become critical for reliable, carbon-free energy. 3DInCites |
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