TSMC 2nm process is on track to begin mass production in Q4 2025 as planned. Demand of TSMC 2nm wafers exceeds supply, and prices are expected to increase for four consecutive years starting in 2026. It’s reported that Samsung wafer…
It’s reported that the Apple iPhone 18 Pro will use CIS chips manufactured by Samsung in US. Global spending on generative AI will surge to nearly $700 billion by 2030, with AI conversational platforms experiencing the fastest growth. Counterpoint Research…
It’s reported that Samsung plans to launch a GPU using “100% self-developed technology,” with the ultimate goal of creating the next Broadcom. It’s reported that SK Hynix M15X plant will begin mass production as early as February 2026. TheElec China…
Battle for memory erupts: Google fired its purchasing chief, and Microsoft negotiation chief left the table in anger. South Korea Semiconductor Industry Association predicts that by 2040, 0.2nm chips using CFET and monolithic 3D design will be mass-produced. NVIDIA CEO…
It’s reported that Samsung HBM4 chips have successfully passed NVIDIA certification tests. Market rumors suggest that NVIDIA suspended testing of chips using INTEL 18A advanced manufacturing process. SK Hynix will deliver the final samples of its 12-layer HBM4 memory chips…
NVIDIA indicated that it will deliver H200 chips to Chinese customers before the Chinese Lunar New Year. Samsung and SK Hynix will raise the price of HBM3E memory chips in 2026, with an increase of nearly 20%. The overall DDR4…
It’s reported that Samsung supplied approximately 60% to 70% of the low-power DRAM chips for the iPhone 17. NVIDIA is restructuring its cloud team, merging its existing cloud business team with its engineering and operations divisions. Samsung confirms: First 2nm…
The “N-2” rule! Taiwan plans to restrict TSMC from exporting advanced process technology to US. NVIDIA plans to begin shipping H200 chips to China before the Lunar New Year. Samsung SDI and Stellantis will begin electric vehicle battery production early…
TSMC Kumamoto Fab 2 plant has ceased production reportedly and may skip 4nm process, going directly to 2nm process. Samsung officially released the Exynos 2600, the world’s first mobile system-on-chip (SoC) made by 2nm process, based on Samsung Gate-All-Around (GAA)…
US Federal Trade Commission (FTC) has approved NVIDIA $5 billion investment in INTEL. NVIDIA GB300 series have begun shipping in small quantities at the end of 2025, and large-scale shipments are expected in H1 2026. SoftBank is racing against the…
