Can Huawei break Nvidia’s hold? 2 key issues undercut Ascend 910C push

Huawei’s efforts to displace Nvidia as the leading AI chip supplier in China with its Ascend 910C processor are facing significant setbacks. Industry insiders cite both entrenched software ecosystems and persistent performance issues, particularly overheating, as major obstacles. Nvidia’s CUDA platform remains widely adopted and deeply integrated into China’s tech infrastructure, limiting Huawei’s appeal among private-sector developers.

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Huawei to launch Pura 80, aiming to boost high-end market share; four key areas spotlighted

Huawei recently announced that it will unveil the new Pura 80 flagship smartphone along with related artificial intelligence of things (AIoT) ecosystem products on June 11, 2025. Despite ongoing restrictions from US chip sanctions that continue to constrain its smartphone business expansion, Huawei has regained a solid foothold in the Chinese market in recent years. Industry estimates suggest that Huawei shipped 46 million units in 2024, making it the second-largest smartphone brand in China.

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Protrade Applied Materials expands SEA presence

Protrade Applied Materials, a subsidiary of Weblink International specializing in the distribution of industrial raw materials, posted a record-high consolidated revenue of NT$6.07 billion (approx. US$203.08 million) in 2024. Despite uncertainties in the global economic and trade markets, the company anticipates steady growth in businesses with rigid demand such as tires, adhesives, and waterproof roofing.

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Goke takes control of SMIC-founded NSI in push into BAW filters, MEMS foundry tech

Hunan Goke Microelectronics Co. (Goke) announced on June 5, 2025, its plan to acquire a 94.366% stake in Ningbo Semiconductor International Corporation (NSI) through a mix of share issuance and cash. To fund the deal, Goke intends to raise capital from up to 35 qualified investors via a private placement. The transaction constitutes a major asset restructuring, and Goke shares resumed trading on June 6, 2025.

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GlobalFoundries plans major expansion of Dresden chip fab with EUR1.1 billion investment

US-based chipmaker GlobalFoundries is preparing a major expansion of its wafer fabrication facility in Dresden, Germany, which is currently the largest such plant in Europe. Citing a report from Handelsblatt, German media outlets Heise.de and n-tv say GlobalFoundries aims to invest EUR1.1 billion (approx. US$1.26 billion) over the next several years to nearly double the fab’s production capacity.

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Largan chair addresses software dispute, announces board reshuffle and R&D boost

Largan Precision held its annual shareholders’ meeting on June 6, 2025, chaired by Chairman Enping Lin. Lin directly addressed concerns about an ongoing software licensing dispute with a German company, assuring shareholders that the legal issue would not impact the company’s production. He emphasized that Largan would comply fully with judicial procedures and accept the outcome of the case.

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Oppo strikes first SEP licensing pact with Volkswagen, unlocking 5G tech for global lineup of connected cars

Oppo announced on June 5 that it has signed a global licensing deal with Volkswagen Group, giving the German automaker access to its standard essential patents (SEPs) for cellular technologies, including 5G. The agreement covers Volkswagen’s global lineup of connected vehicles and marks Oppo’s first bilateral patent licensing agreement with a carmaker, highlighting the company’s strategic move from smartphones into the smart vehicle space.

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