Construction of TSMC’s Fab 21 in Arizona is progressing smoothly, and the P2 wafer fab is expected to begin mass production of the 3nm process as early as H2 2027. The surge in demand for AI chips has triggered a…
Upstage, a South Korean company, plans to purchase 10,000 AI chips from AMD. Tesla is poaching talent from Taiwan to manufacture chips, aiming to recruit core engineers from top companies like TSMC. STMicroelectronics: STM32 microcontrollers manufactured at Huahong’s 40nm wafer…
US senators have sent a letter to investigate NVIDIA, alleging that its licensing agreement with Groq may circumvent antitrust scrutiny. Musk: The goal of the Terafab project is to achieve more than 1 terawatt of computing power per year. OpenAI…
TSMC’s US factory is experiencing strong demand for production capacity; advanced process capacity expansion is accelerating. Musk: Tesla will complete the tape-out of its 2nm AI6 chip in December 2026. SoftBank plans to invest $500 billion to build a data…
TSMC faces a severely short supply of 2nm capacity with order backlogs extending through 2028, and the local supply chain in Taiwan is already fully booked. NVIDIA’s latest Vera Rubin platform will begin shipping in H2 2026, causing demand for…
TSMC and Samsung have raised prices for their main 5nm and 4nm chips. TrendForce Samsung will supply HBM4 chips to OpenAI for use in the latter’s first self-developed AI processor. Korea Economic Daily Intel will raise CPU prices by 10%…
NVIDIA will sell 1 million GPU chips to Amazon by the end of 2027. TSMC’s advanced process is driving up prices, and orders are expected to continue until 2027. TrendForce Micron CEO: Humanoid robots are expected to drive new demand…
Samsung: HBM4 will dominate shipments in 2026; HBM5 will use a 2nm process. NVIDIA resumes supplying H200 to the Chinese AI chip market; Groq Chip completes its inference product portfolio. Musk: Tesla’s self-developed AI5 chip is mainly optimized for AI…
NVIDIA stated that China approved the sale of the H200. Samsung plans to invest more than $73.24 billion to lead the AI chip industry. Musk: SpaceX AI and Tesla will continue to place large-scale orders for NVIDIA chips. The value…
The head of Samsung’s foundry business: Samsung will begin producing Tesla chips in H2 2027. Samsung stated that chip demand is experiencing explosive growth, and Samsung is seeking multi-year contracts with major customers, with terms ranging from three to five…