TSMC C.C. Wei discusses pricing strategy: No major price adjustments.
Jensen Huang: The input is electronics, the output is tokens, and NVIDIA is in the middle.
Tesla has completed the tape-out of its AI5 chip, which will be manufactured by TSMC and Samsung.
Cadence partners with NVIDIA to advance AI in the field of robotics.
It’s reported that Apple is purchasing large quantities of DRAM memory chips, and Chinese OEMs are following suit, stockpiling memory chips.
ASML’s CFO: ASML will be able to meet the demand for DUVs and is working with supplier Zeiss to increase production.
Samsung will incorporate AI features into 99% of its new TVs launched in 2026.
Apple plans to launch an iPad Air with an OLED screen in 2027, according to its service roadmap.
TSMC initiates a global capacity expansion plan as 3nm production can’t meet demand.
