Nvidia will launch a new RTX 5090DD graphics card for the Chinese market to replace the 5090D.
Intel director: Future chip manufacturing will rely more on etching than lithography.
SK Hynix has already supplied HBM4 to Nvidia in small batch supply.
AI server production capacity has been fully contracted by NVIDIA with the opening of Wistron’s new Zhubei AI Park factory.
ASML controls 75%-80% of the global EUV lithography equipment market and its technology is unparalleled.
Ireland has launched the “Silicon Island” semiconductor strategy and will build 3 wafer foundries.
TDK spent nearly $100 million to acquire American smart glasses company SoftEye.
Dr. Vinesh Sukumar of Qualcomm: The focus of AI development is shifting to edge terminals.
White House Cryptocurrency and AI Director Sachs: Only 2 years behind at most! China’s semiconductor design capabilities are catching up with US rapidly.
