Jensen Huang: After AI, robotics is Nvidia’s next trillion-dollar growth opportunity. Trump’s plan to impose a 25% tariff on imported chips has sparked an industry-wide boycott. ASE increases investment in advanced packaging, CEO Tien Wu: Demand has just begun. SEMI:…
Skipping 3nm, it is reported that the Google Pixel 11 will be equipped with TSMC 2nm version of the Tensor G6 chip. Broadcom expects to have 7 cloud-based ASIC customers by 2027. HSBC Analyst Frank Lee SEAJ: Japan semiconductor equipment…
South Korean government will lease Nvidia Blackwell GPUs, with each selected company receiving more than 1,000 GPUs. TSMC WMCM/SoIC advanced packaging has received orders from Apple, and its monthly WMCM production capacity will reach 10,000 pieces. TSMC accounts for 35% of…
Intel Ohio factory construction delayed, AEP’s $95 million substation idled. Fujitsu 2nm CPU is manufactured by TSMC, but it will consider using Rapidus to ensure a stable supply chain. Counterpoint Research: 3nm and 2nm will account for one-third of smartphone…
Samsung recently postponed the construction of a 1.4nm test line that was originally scheduled to start in Q2 2025 and will focus all its attention on 2nm. Sedaily Tesla is stepping up its investment in AI and will invest $8 billion…
The first chip of the UALink camp is expected to be taped out at the end of 2025 and will challenge Nvidia. Counterpoint Research: Global semiconductor wafer foundry 2.0 market revenue was US$72.29 billion in Q1 2025, a year-on-year increase…
TSMC is actively planning 2nm production capacity, and it is expected that the monthly production capacity will reach 200,000 pieces by the end of 2028. Samsung foundry lost a customer, and Google Pixel 10 phone 3nm chip orders will be…
Intel 18A process faces strong challenges from TSMC 2nm process, with a yield rate of only 20-30%. Foxconn will use humanoid robots to produce Nvidia AI servers, which may be put into operation by Q1 2026. It is rumored that…
It is reported that SoftBank plans to invest $1 trillion to build an AI and robot manufacturing park in US and hope TSMC will invest and join this project. Foxconn and Nvidia team up to break the deadlock: humanoid robots…
Samsung Electronics will provide AI education to 100,000 students. Although NVIDIA has opened NVLink licenses, it still sets many software and hardware restrictions. DigiTimes It is reported that Tesla’s AI5 chip based on TSMC’s N3P process has entered the mass…
