TSMC C.C. Wei: Sufficient power supply is needed for unrestricted capacity expansion. DRAM prices continue to rise. Price of some memory modules has increased by more than 300%, and price of mainstream DDR4 memory has increased by 10%. INTEL 18A…
C.C. Wei: Orders from major customers remain unwavering. TSMC investment in the US increases to $250 billion. US tariffs on Taiwan reduced to 15%. China leads the global race for patents in physical AI, with Baidu, Huawei, and Tencent ranking…
TSMC expects its sales (in US dollars) to grow by nearly 30% by 2026. TSMC released explosive financial results: net profits surged 35%, with 7nm and below advanced chips contributing more than 70% of revenue. Total DRAM production capacity of the…
US has imposed a 25% tariff on NVIDIA H200 and AMD MI325X processors. NVIDIA once again raised the supply standards for HBM4 chips to Samsung and SK Hynix in Q4 2025. SK Hynix chip factory in Yongin-si, South Korea will begin…
Apple and Qualcomm are vying to procure high-end electronic-grade fiberglass cloth. Samsung will supply 5G modems to Tesla. It’s reported that SK Hynix has ceased production of consumer-grade memory chips and shifted its resources to the B2B and AI server…
TSMC 3nm production capacity is booming; Taiwan is the first area to ramp up production. US has officially approved the export of NVIDIA H200 chips to China, but with three major restrictions attached. US House of Representatives passed a bill…
TSMC faces strong demand for its chips, with customers willing to pay premiums of up to 100% to secure production capacity. Graphics card shortage crisis has worsened further; RTX 5060 Ti and higher-level graphics cards were snapped up on arrival.…
TSMC will significantly increase investment in US, building at least 5 more fabs. NVIDIA and Eli Lilly have jointly established an AI-powered drug lab, injecting new growth into the healthcare industry. Zuckerberg announced the launch of a new top-level strategic…
SoftBank is collaborating with NVIDIA and Arm to develop AITRAS, with new base stations scheduled for deployment in 2026. Interview with Jensen Huang: A complete decoupling between the US and China is unrealistic; Taiwan remains a key player in the…
NVIDIA to establish GPU R&D center in South Korea. Former Intel CEO Pat Gelsinger: 18A is a significant milestone. TSMC net profit for Q4 2025 is expected to increase by 27% to US$15.02 billion. It’s reported that LG Electronics is…
