Jensen Huang: NVIDIA has partnered with TSMC to fully mass-produce co-packaged optical chips for use in the Spectrum X chip. NVIDIA releases the Vera Rubin platform, which features 256 LPUs per rack. SK Hynix showcased its AI-driven memory competitiveness at…
Jensen Huang: The Groq chip is manufactured by Samsung; systems based on the Groq chip will be launched in H2 2026. NVIDIA launched NemoClaw, supporting one-click installation. Micron announced that its 36GB 12-Hi HBM4 memory, designed specifically for the NVIDIA…
Amazon and Meta launch large-scale investments simultaneously, stimulating demand for contract manufacturing. Foxconn’s revenue exceeded $252.77 billion by 2025, and its shipments of AI server racks are expected to double in 2026. ByteDance postpones global launch of Seedance 2.0 model…
NVIDIA is expected to lead the CPU renaissance at the 2026 GTC conference. Micron completes $1.8 billion acquisition; plans to build its second chip factory in Taiwan. Foxconn: The chip shortage will have a limited impact on smartphones. Taiwanese power…
Samsung: Memory shortage expected to end in 2028. NVIDIA has slowed down the deployment of next-generation Rubin GPU platform due to HBM4 supply disruptions. Taiwan Commercial Times UMC, VIS, Powerchip Technology, and other semiconductor foundries raise prices. Taiwan Economic Daily…
NVIDIA’s visit to Samsung’s semiconductor manufacturing base. APlus* strategy is the most critical customized enhancement measure in TSMC’s 3D packaging challenge. INTEL’s global channel chief, Dave Guzzi, warned that a global CPU supply crisis is brewing, but the price increases…
Groq urged Samsung’s foundry to increase its 4nm AI chip capacity by 67%. Meta: Four new MTIA chips will be launched within the next two years to support generative AI inference production. Seagate Chief Commercial Officer Ban Seng Teh: Helium…
Samsung plans to apply 2nm process to the HBM4E base chip. Samsung is reportedly collaborating with NVIDIA to accelerate the development of next-generation NAND flash memory. IBM and Lam Research develop sub-1nm manufacturing processes using High NA EUV and dry…
NVIDIA will invest up to $26 billion over the next five years to develop large-scale AI models. Google completed its largest acquisition in history, purchasing Wiz for $32 billion to enhance cloud security. The revenue of the world’s top ten…
AMD Lisa Su will travel to South Korea to meet with Samsung Lee Jae-yong to discuss HBM chip supply cooperation. Meta will launch four new self-developed AI chips within the next two years. HyperAccel began mass production of its 4nm…
