US proposed the “GAIN AI Act”: Forcing Nvidia to give priority to US AI orders and strictly prohibiting the export of high-end GPUs.
Broadcom announced that it has won a $10 billion AI order from a mysterious customer.
OpenAI is rumored to be partnering with Broadcom to launch its first AI chip in 2026.
Intel: 2026 will be a critical year for its manufacturing technology.
The industry said that it is impossible for Nvidia to acquire MediaTek for US$73 billion (Reason: Prices, geopolitics, regulators & acquisition synergies).
Electric vehicle maker Rivian is cutting 1.5% of its workforce, affecting an estimated 225 people.
Cadence will acquire Hexagon design and engineering division for $3.16 billion.
Trump: Tariffs will be imposed on chip companies that do not build factories in US.
Nvidia is reportedly planning to replace the Rubin processor CoWoS intermediate substrate material with silicon carbide, and TSMC is advancing related R&D.
