In a week packed with groundbreaking tech announcements from July 14 to 20, 2025, leading companies are shuffling the cards in the semiconductor and AI sectors. Here's what you need to know!

Nvidia Teams Up with Micron for a Game-Changing SOCAMM Rollout

Nvidia is gearing up for a monumental rollout of 600,000 to 800,000 SOCAMM modules in 2025, aiming to disrupt the high-bandwidth memory (HBM) game. Although this rollout starts on a smaller scale, industry experts believe it has the potential to reshape the memory and substrate market significantly.

Huawei's 'Little HiSilicon' Launches an All-Out Chip Offensive

The battle for semiconductor supremacy takes a new turn as Huawei’s HiSilicon, affectionately dubbed 'Little HiSilicon', unveils a diverse lineup of self-developed chips. From IoT solutions to cutting-edge energy management systems, this launch includes Huawei’s first foray into RISC-V architecture, underlining China's commitment to boosting domestic semiconductor innovation.

Nvidia's GB300 Production Begins: A Beacon of Hope for ODMs

Nvidia is also launching limited production of its highly anticipated GB300 AI server platform, with large-scale shipments eyed for September 2025. This strategic realignment eases manufacturing strains, allowing for a seamless ramp-up in production for the latter half of the year.

Intel's Shift to Stability Amid Major Restructuring

In other news, Intel is set to host its annual conference in Phoenix next month, marking a pivotal moment in the company’s extensive restructuring under new CEO Lip-Bu Tan. This shift hints at stability as the tech giant redefines its workforce and corporate strategy.

Samsung Display Scores Big with Apple's First Foldable iPhone

In a significant move, Samsung Display appears to have secured exclusive rights to supply OLED panels for Apple’s imminent foldable iPhone—an alliance that could reshape the competitive landscape between these two tech giants.

Big Names Flock to Xiaomi: A New Power Player in Innovation

Xiaomi is making waves as tech heavyweights like Samsung’s Lee Jae-yong, Qualcomm's Cristiano Amon, and Nvidia’s Jensen Huang visit its founder Lei Jun. This influx of attention indicates Xiaomi's burgeoning influence in China's tech innovation ecosystem.

Penang's Outsourced Semiconductor Assembly Takes Center Stage

Lastly, Malaysia’s Penang has solidified its status as the 'Silicon Valley of the East' with its robust outsourced semiconductor assembly and testing (OSAT) sector thriving. Recent insights reveal that established leaders like ASE and Inari are now facing competition from rapidly emerging firms.