As demand for artificial intelligence (AI) accelerates, tech giants like Amazon, Google, and Meta are emerging as major players in the high-bandwidth memory (HBM) market. These companies are scaling up development of custom AI chips, and shipments are expected to rise sharply by 2026. The shift could threaten Nvidia’s dominance and drive fierce competition among DRAM suppliers Samsung Electronics, SK Hynix, and Micron Technology.

Synopsys has finalized its US$35 billion acquisition of Ansys, uniting two global leaders in electronic design automation (EDA) and multiphysics simulation. The deal closed shortly after China’s State Administration for Market Regulation (SAMR) conditionally approved the merger on July 14, removing the last major regulatory obstacle.

China’s Ministry of Commerce recently announced new export restrictions on “battery cathode material preparation technologies,” along with five lithium refining technologies and overseas lithium battery technology transfers. This move effectively tightens China’s control over the lithium battery supply chains in Europe and the US.