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Geopolitical Tensions Fuel a Wave of AI Chip Independence as US and Chinese CSPs Race to Develop In-House ASICs

05/15/2025 | TrendForce
TrendForce’s latest research reveals that the surge in demand for AI servers is accelerating the pace at which major US CSPs are developing in-house ASICs, with new iterations being released every one to two years. In China, the AI server market is adjusting to new US export controls introduced in April 2025, which are expected to reduce the share of imported chips (e.g., from NVIDIA and AMD) from 63% in 2024 to around 42% in 2025.

Global SiC Substrate Revenue Declines 9% in 2024; Long-Term Demand Remains Strong as 8-Inch Roadmap Gains Momentum

05/12/2025 | TrendForce
TrendForce’s latest research shows that weakening demand in the automotive and industrial sectors has slowed shipment growth for SiC substrates in 2024.

SIA Welcomes Legislation to Strengthen U.S. Semiconductor Manufacturing Credit

05/02/2025 | SIA
The Semiconductor Industry Association (SIA) released the following statement from SIA President and CEO John Neuffer welcoming House introduction of Building Advanced Semiconductors Investment Credit (BASIC) Act.

Cyient Announces the Launch of Semiconductor Subsidiary

04/08/2025 | PRNewswire
Cyient, a leading global engineering and technology solutions company, announced the launch of its fully owned semiconductor subsidiary, Cyient Semiconductors.

NVIDIA Omniverse Physical AI Operating System Expands to More Industries and Partners

03/19/2025 | Global Newswire
NVIDIA unveiled that leading industrial software and service providers Ansys, Databricks, Dematic, Omron, SAP, Schneider Electric with ETAP, Siemens and more are integrating the NVIDIA Omniverse™ platform into their solutions to accelerate industrial digitalization with physical AI.
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