It’s reported that Samsung’s 2nm process yield is declining, raising concerns about its stability. Qualcomm is considering transferring orders to TSMC. Anthropic agreed to lease CoreWeave’s AI computing power to support Claude. Amazon is considering selling its self-developed AI chip,…
Intel and Google are deepening their collaboration, from Xeon processor deployment to joint IPU development. Samsung plans to invest $4 billion to build a chip packaging plant in Vietnam. It’s reported that SpaceX’s new FOPLP factory and PCB factory are…
From defect prediction to end-to-end empowerment: INTEL is leveraging large-scale AI to reshape the core competitiveness of advanced wafer fabs. Citigroup expects SK Hynix’s operating profit to increase by 426% year-on-year in Q1 2026. Elon Musk escalates his lawsuit against OpenAI,…
TSMC’s US-based chip manufacturing plant will still ship 100% of its chips back to Taiwan; advanced packaging becomes the next bottleneck for AI. SK Hynix is actively targeting 1c DRAM: Yield rate has risen to 80%, and more than half…
Samsung’s Taylor fab begins 2nm process pilot production. TikTok plans to invest 1 billion euros to build its second data center in Finland. PIMCO plans to provide Oracle with $14 billion in debt financing for its data centers. Samsung and…
INTEL announced to join Terafab Gigafactory project, alongside companies such as Tesla, SpaceX, and xAI. AI chips drive the expansion of advanced packaging capacity, leading to a surge in demand for packaging and testing equipment. OpenAI calls on the attorneys…
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…
