ComputInsights #29 – Weekly Computing Market Insights

Market Growth

12-Inch SiC Moves Into Advanced Packaging, Led by Nvidia and TSMC

Nvidia and TSMC are driving the shift of 12-inch silicon carbide (SiC) substrates into advanced CoWoS packaging, opening opportunities for non-China supply chains to gain ground after years of lagging in 6- and 8-inch markets. While the transition could ease pricing pressure outside China, industry watchers note that China may still benefit by scaling rapidly once global standards are set.

Best RAM for Gaming in 2025: Fast, Reliable, and Affordable Options

Tom’s Hardware reviews and ranks top DDR4 and DDR5 memory kits for gaming setups in 2025, noting that the 16 GB kit remains the sweet spot for most users, while heavier multitaskers benefit from 32 GB. They emphasize that memory frequency gains depend on CPU architecture, AMD CPUs see more benefit from higher memory speeds than some Intel systems. Dual-rank kits often outperform single-rank modules, and matching memory to platform-supported XMP/EXPO specs yields the best plug-and-play experience.

M&A and Investments

Saudi Arabia’s PIF Leads Record $55B Takeover of Electronic Arts

Saudi Arabia’s Public Investment Fund, together with Silver Lake and Affinity Partners, will acquire Electronic Arts in a US$55 billion all-cash deal, the largest of its kind to date. The transaction offers shareholders a 25% premium at US$210 per share and will see EA delisted while retaining its headquarters in Redwood City and CEO Andrew Wilson. The move highlights sovereign wealth’s expanding role in the gaming industry.

Company-Specific News

Huawei Unveils SuperPod That Connects 15,000 AI Chips as One System

Huawei unveiled its SuperPod and SuperCluster systems at Huawei Connect 2025, connecting up to 15,000 chips to operate as a single AI machine. The architecture, built on its UnifiedBus protocol, reduces scaling inefficiencies and enables zettaFLOPS-level performance. Huawei plans to open the technology to partners, aiming to accelerate adoption and ecosystem growth.