cloud computing

March 12, 2025 – Tencent is reportedly preparing to place a large-scale order for NVIDIA’s H20 chips, with an estimated investment of several billion yuan. This bulk procurement has led to a short-term supply shortage of the H20 chip, as NVIDIA prioritizes delivery to Tencent.

OpenAI and Oracle have unveiled an ambitious plan to construct a state-of-the-art AI data center in Abilene, Texas, which will house hundreds of thousands of NVIDIA's high-performance AI chips. This initiative is part of their $100 billion Stargate infrastructure project, marking a significant step toward expanding AI computing capabilities.

The semiconductor market has been experiencing a resurgence in mergers and acquisitions (M&A), driven by policy support, soaring AI demand, and increasing investments in advanced chip technologies. Entering 2025, the M&A momentum remains strong. Following onsemi's acquisition of Qorvo's SiC JFET technology and Lenovo's purchase of Israeli enterprise storage firm Infinidat, the industry is now witnessing four more high-profile semiconductor M&A transactions.

SoftBank Group is reportedly in advanced negotiations to acquire semiconductor company Ampere Computing LLC for an estimated $6.5 billion. The deal, if finalized, would mark another major step in SoftBank's ongoing expansion into the semiconductor industry.

January 9, 2025 – Altera has officially declared its independence from Intel, raising a flag under its own name near its headquarters in San Jose, California. The move marks a significant milestone as the FPGA pioneer transitions into an independent company. While Altera remains a wholly owned subsidiary of Intel, this newfound independence will allow the company greater flexibility to expand its FPGA product portfolio while maintaining a strategic partnership with its former parent company.

In recent months, China's semiconductor industry has achieved significant milestones, with companies like Jingjia Micro, Loongson Technology, Gaoren Semiconductor, Linko Semiconductor, Zhongxin Wafer, Guoxin Technology, and Lanqi Technology making remarkable progress. These advancements span multiple critical semiconductor sectors, including GPUs, MCUs, clock chips, silicon carbide, and gallium oxide.