TSMC HPC business remains its largest revenue source, which could allow Nvidia to surpass Apple as its largest customer in 2025. Intel multiple generations of processors have increased in price globally, with Raptor Lake and Alder Lake seeing price increases…
Revenue in the AI Chips market is projected to reach US$92.74bn in 2025, reflecting the escalating demand for advanced computing solutions that power AI technologies across various sectors. The market is anticipated to exhibit a robust annual growth rate (CAGR…
Revenue in the Semiconductors market is projected to reach US$789.28bn in 2025, reflecting the dynamic landscape of the Semiconductors Market driven by technological advancements and growing consumer demands. The segment Integrated Circuits is poised to dominate the market, with a…
C.C. Wei: TSMC will continue to increase the production capacity of CoWoS advanced packaging in 2026. Nvidia is partnering with Australia Firmus Technologies to invest $2.9 billion in data centers. OpenAI: Oracle assists in handling AI chip export control issues.…
ASML has released good news, and the market is optimistic about TSMC accelerated expansion of 2nm production capacity. TEL opened a new R&D center in Kumamoto, targeting 1nm-level chip equipment. Nscale plans to build a large AI data center for…
TSMC strengthens foundry dominance with 71% market share in Q2 2025 driven by AI demand. Samsung HBM4E plans to achieve a transmission speed of 3.25TB/s and enter mass production in 2027. Meta is investing $1.5 billion in a 1GW data…
Intel has released a new AI chip, focusing on reasoning, in an effort to return to the AI market. AMD won a large AI chip order from Oracle, striving to catch up with Nvidia. OpenAI and Broadcom jointly developed and…
AI will dominate venture capital, attracting $192.7 billion in investment in 2025. Samsung Q3 2025 profit surged 31.8%, with strong demand for memory chips driving a recovery. xAI developed the “world model” and recruited experts from Nvidia to promote the…
Intel Fab 52 factory began mass production of 18A. Google is spending over $10 billion to build data centers in India. ABB and Nvidia collaborate on next-generation data centers. Tech giants are signing multi-billion dollar deals in AI, cloud computing…
Analysts predict: TSMC Q3 2025 profit will surge 28% driven by strong demand for AI infrastructure. AI godfather Geoffrey Hinton: America AI advantage is unsustainable, and China should lead AI security. OpenAI also announced the purchase of 10 gigawatts of…
