Nvidia, TSMC face antitrust scrutiny as US-China tensions spotlight market power

Just as Washington and Beijing are preparing to resume trade talks, China’s State Administration for Market Regulation (SAMR) has thrown a wrench into the works. The agency accused Nvidia of violating the country’s antitrust laws, putting the company back in the spotlight just months after a controversy over its H20 chips had begun to fade.

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SpaceX advances D2D plans with EchoStar spectrum deal

SpaceX is reportedly working with semiconductor manufacturers to develop a custom chip that will enable its upcoming direct-to-device (D2D) satellite communication service, aimed at connecting ordinary smartphones directly to its Starlink satellite network. The service is slated for testing by the end of 2026, marking a major step in the company’s ambitious plan to reshape global connectivity.

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Dell Taiwan launches AI Factory 2.0 as enterprise AI adoption advances

Terence Liao, General Manager of Dell Taiwan, said the enterprise AI market has entered a phase of rapid acceleration, with the “flywheel effect” of AI now evident. He noted that more than 80% of businesses are already seeing measurable gains from AI innovation, fueling demand for AI PCs, workstations, servers, and storage systems, which he described as creating an “unlimited pipeline of opportunities.”

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India-based Cyient Semiconductors partners with US-based Anora on semiconductor validation and test facility in India

Cyient Semiconductors has entered a strategic partnership with US-based Anora, headquartered in Texas, to provide end-to-end semiconductor development solutions, from design to production testing. The collaboration combines Cyient’s expertise in custom ASIC/ASSP design and intelligent power platforms with Anora’s specialization in semiconductor test, validation, and production.

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Analysis: OpenAI drives competition, easing antitrust pressure on Google

The AI rivalry between Google and OpenAI has reached a new phase as Google’s Gemini app recently overtook OpenAI’s ChatGPT to claim the top spot on the US App Store’s free app chart. This milestone comes after years of Google striving to match OpenAI’s breakthroughs, signaling a possible shift in industry momentum. At the same time, Google’s growing AI stature has coincided with easing pressures from ongoing antitrust investigations in the US.

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Global power shift: How Chinese EVs are redefining the auto market

While North American consumers have yet to feel the full force of the shift, a seismic transformation is quietly rippling through the global auto industry—one that originates not in Detroit, Tokyo, or Munich, but in China. Over the past five years, Chinese electric vehicles (EVs) have surged from the fringes to the forefront of the automotive world, triggering what experts increasingly describe as a market “tsunami” that threatens to upend the status quo.

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