NVIDIA and Broadcom have begun shipping CPO switches in small batches; optical engine yield and advanced packaging capabilities are key factors. It’s reported that NVIDIA is in talks with OpenAI to provide approximately $250 billion in financial guarantees for a…
NVIDIA reportedly raises prices across its GPU bundles. BenchLife AMD Lisa Su: Helios AI server is now in full production and is expected to ship by the end of Q3 2026. SK Hynix Cheongju P&T7 clean room will be put into…
It’s reported that INTEL and AMD have signed long-term server CPU orders with Chinese customers. Bank of America predicts that by 2030, ARM-based CPUs will account for 50% of server CPU revenue. Musk: Micron has allocated a large number of…
NVIDIA Vera CPU chips were delivered to OpenAI, Anthropic, and SpaceX in June; and OpenAI plans to begin large-scale deployment of the chip in Q3 2026. Samsung expands its NAND flash memory supply partnership with NVIDIA to accelerate the deployment…
TSMC: 2nm process has been contributing to revenue since Q2 2026; construction costs for the US factory are 4 to 5 times higher. Samsung plans to build four wafer fabs in South Korea over the next five years. ZDNET Korea…
TSMC: Demand for AI chips is strong, with an additional investment of US$100 billion in Arizona factories. SK Hynix Chairman Choi Tae-won: By 2027, the demand for AI chips and memory is expected to grow by at least 60% to…
It’s reported that TSMC is significantly expanding its PIC capacity, expecting to reach 25,000 wafers per month by 2028. Rapidus plans to start with a price of $18482 per 2nm wafer foundry. Samsung raised prices for new foundry customers by…
Samsung began mass production of advanced PM1763 E-SSD for the NVIDIA Vera Rubin platform. TSMC’s CoPoS technology mass production may be brought forward to 2028 to meet demand for GPUs or AI ASICs, especially NVIDIA’s Feynman architecture GPUs. Morgan Stanley…
Apple and Broadcom extend chip supply partnership until 2031. Micron and Ford Motor sign a long-term agreement to supply memory chips. SIA: Global semiconductor sales reached US$120.6 billion in May 2026, with the Chinese market growing by 88.8%. It is…
Huawei plans to officially enter the South Korean AI hardware market in Q4 2026, launching the Ascend 950 series chips and the Atlas 950 SuperPod computing platform. LG Energy Solutions’ joint venture with Honda in the US has shifted to…
