Meta sells $2 billion worth of data center assets to share AI infrastructure costs.
Rapidus will compete with TSMC for talent.
Musk: Real-time AI video rendering technology is expected to be realized within 3-6 months.
TSMC orders for consumer applications declined in Q4 2025.
It is reported that OpenAI annual revenue has soared to US$12 billion, and ChatGPT has about 700 million active users per week.
US will also impose tariffs on chips produced in Taiwan except the 20% tariff. New York Times
EMC (Elite Material) announced that it will invest $49 million to expand production in US.
Intel wafer foundry business faces many challenges, and Intel 14A is the key to success.
SK Hynix overtakes Samsung in memory revenue amid AI-driven HBM demand.
