TSMC 2nm process is gaining increasing favor among customers, with its tape-out volume reaching 1.5 times that of the 3nm process. INTEL CEO Lip-Bu Tan: We are vigorously advancing INTEL 14A process and plan to achieve mass production in 2027.…
TSMC weighs further Arizona expansion with fabs and advanced packaging. TSMC manufacturing costs in US are 2.4 times higher than in Taiwan. Samsung, SK Hynix shift DRAM sales from long-term to quarterly contracts. Arm reshapes business, creates physical AI unit…
TSMC has postponed the launch of its new 3nm project and is pushing customers to switch to 2nm processes. TSMC initiates large-scale capacity transfer: It’s reported that TSMC will transfer some mature process equipment to its Singapore factory. Mass production…
Jensen Huang: Storage market architecture has been completely transformed; “AI needs more storage.” TSMC faces a shortage of 3nm process capacity: Prices are rising and new projects are being suspended. Dutch Nebius eagerness to adopt NVIDIA Rubin processor has fueled…
It’s reported that Qualcomm and Samsung are in talks regarding 2nm chips manufacturing. Musk boldly declared that Tesla will build a 2nm super foundry where staff can eat hamburgers and smoke cigars. NVIDIA releases its most powerful computing chip, Rubin;…
Jensen Huang: Blackwell and Rubin chips will be supplied to the Chinese market “in time”. Samsung warns: Shortage of memory chips will trigger a wave of price increases across the entire electronics industry. Marvell has acquired network equipment supplier XConn…
Jensen Huang: Purchase orders will indicate China’s approval of H200. Arizona has become a key region for TSMC overseas expansion, with the potential to build up to 12 wafer fabs. AMD latest Helios rack platform, to be released later 2026,…
TSMC 2nm wafer capacity: By the end of 2026, monthly output will exceed 140,000 wafers. AMD MI455 GPU: AI chip performance expected to improve 1000 times within 4 years. INTEL has announced the launch of its next-generation integrated GPU –…
DRAM prices from Samsung and SK Hynix have risen by another 70%. NVIDIA releases Rubin AI super chip platform, improving training performance by 3.5 times. Samsung: Memory chip shortage is “unprecedented” and “extremely severe”. Dutch court will hold a hearing…
Jensen Huang: NVIDIA AI platform Rubin is now in full production. NVIDIA: Demand for H200 chips in the Chinese market is strong, and supply is ample. INTEL unveiled its next-generation PC chip, manufactured using the 18A process, at CES 2026.…
