Samsung has ordered more than 70 lithography machines for the PH1 phase of its Pyeongtaek P5 wafer fab. nate INTEL is reportedly in talks with Amazon and Google regarding the advanced packaging business. wired It’s reported that Samsung’s 2nm wafer…
Samsung has purchased approximately 20 EUV lithography machines to expand production capacity for 1c DRAM and HBM4. NVIDIA and Marvell join forces to advance AI-RAN technology. Broadcom collaborates with Google to accelerate the development of AI chips; Anthropic has received…
By 2025, the revenue of the world’s top ten IC design companies will grow by 44%, with NVIDIA accounting for 57%. TrendForce TurboQuant technology can significantly reduce memory usage, but it may boost semiconductor demand in the long run. Gartner…
Samsung strike threatens production capacity of mature chips such as PMIC and DDIC. SEMI: AI chip demand is surging, with global spending on 300mm wafer equipment projected to exceed $150 billion by 2027. Dojo 3 supports the vast majority of…
TSMC plans to expand to 12 wafer fabs in the US, with total investment potentially reaching $500 billion. Demand for computing power is soaring. The leasing fee for NVIDIA’s H100, launched four years ago, has surged by nearly 40%…
It’s reported that TSMC adjusts 4nm wafer starts for non-Apple customers, shifting process to support 3nm. Apple reportedly snaps up mobile DRAM at high prices, sacrificing profits to stifle competitors. INTEL plans to launch a third round of price adjustments…
INTEL spent $14.2 billion to repurchase its Fab 34 in Ireland. Amazon AWS data center attacked again by Iran. By 2025, the market share of domestically produced AI chips in China had grown to 41%. IDC Trump plans to impose…
Samsung plans to sell 123 chip manufacturing units at its South Korea and Xi’an plants. Arm CEO: Severe Shortage of AI Infrastructure Market; AGI CPUs were developed in response to customer demand. Microsoft will invest $5.5 billion in Singapore for…
TSMC plans to begin mass production of 3nm chips in Japan in 2028. Fujitsu and Rapidus are collaborating to produce 1.4nm AI chips in Japan. DRAM prices rose by 100% in Q1 2026, while NAND prices have risen for 15…
The demand for AI computing is exploding; the Foundry 2.0 market is projected to reach $360 billion by 2026. It’s reported that helium prices have surged by 50%, and supply shortages and price volatility may pose medium- to long-term risks.…
