Jensen Huang: NVIDIA’s chip sales in 2027 will be double those of 2026. TSMC expands into Longtan Science Park Phase III: Plans to build three wafer fabs, prioritizing 1.4nm process. Samsung has begun trial production of Tesla’s AI5 chips at…
The yield for Intel’s 18A process has reportedly reached 80%; the progress of Panther Lake’s mass production is crucial. NVIDIA announced an alliance with Emerald AI and Google to jointly advance the construction of flexible AI data centers. Qualcomm comprehensively…
INTEL’s Lip-Bu Tan stated that global wafer foundry capacity should not rely on a single manufacturer for 95% of its output, and that current CPU supplies can meet the needs of only half of the customer base. SK Hynix and…
TSMC continues to face supply shortages in advanced 3nm and 2nm processes and advanced packaging capacity. Apple accepted Samsung’s memory price quotes for Q1 2027. Samsung and SK Hynix plan to advance sub-10nm DRAM technology around 2028. Samsung invests $231…
TSMC’s 2nm monthly capacity will increase from 90,000 wafers at 2026-end to 110,000 by mid-2027, while 3nm capacity rises from over 180,000 to 210,000. Samsung resumed foundry talks with Qualcomm to negotiate product specifications, pricing, and process optimization as 2nm…
TSMC accelerates the construction of its 1.4nm plant, with mass production expected to begin in H2 2027. OpenAI collaborates with Samsung to develop next-generation chips. It’s reported that wafer foundry negotiations between Qualcomm and Samsung have stalled due to disagreements…
Samsung accelerates the R&D of silicon photonics technology and plans to complete wafer testing by the end of 2026. Qualcomm: Amazon may purchase AI data center chips and related products worth up to $60 billion in the future. NVIDIA’s Rubin…
TSMC plans to adopt ASML’s high numerical aperture technology in advanced process mass production starting in 2030. Apple and Kioxia sign long-term NAND supply agreement, possibly with no price cap. Samsung plans to apply high numerical aperture EUV to the…
Samsung’s 4nm process is operating at full capacity, with more than half of its capacity allocated to HBM4. Changxin Memory Technologies has established in-depth cooperation with Alibaba Cloud and ByteDance. The price of INTEL PC CPUs is reportedly to rise…
TSMC ramps up its capacity for advanced processes below 3nm. Jensen Huang: OpenAI GPT-6 Astra has completed training using 100,000 NVLink 72 chips. Artificial General Intelligence (AGI) has officially arrived. DeepSeek is reportedly to purchase 160,000 Huawei Ascend 950DT chips.…
