Battle for memory erupts: Google fired its purchasing chief, and Microsoft negotiation chief left the table in anger. South Korea Semiconductor Industry Association predicts that by 2040, 0.2nm chips using CFET and monolithic 3D design will be mass-produced. NVIDIA CEO…
It’s reported that Samsung HBM4 chips have successfully passed NVIDIA certification tests. Market rumors suggest that NVIDIA suspended testing of chips using INTEL 18A advanced manufacturing process. SK Hynix will deliver the final samples of its 12-layer HBM4 memory chips…
NVIDIA indicated that it will deliver H200 chips to Chinese customers before the Chinese Lunar New Year. Samsung and SK Hynix will raise the price of HBM3E memory chips in 2026, with an increase of nearly 20%. The overall DDR4…
It’s reported that Samsung supplied approximately 60% to 70% of the low-power DRAM chips for the iPhone 17. NVIDIA is restructuring its cloud team, merging its existing cloud business team with its engineering and operations divisions. Samsung confirms: First 2nm…
The “N-2” rule! Taiwan plans to restrict TSMC from exporting advanced process technology to US. NVIDIA plans to begin shipping H200 chips to China before the Lunar New Year. Samsung SDI and Stellantis will begin electric vehicle battery production early…
TSMC Kumamoto Fab 2 plant has ceased production reportedly and may skip 4nm process, going directly to 2nm process. Samsung officially released the Exynos 2600, the world’s first mobile system-on-chip (SoC) made by 2nm process, based on Samsung Gate-All-Around (GAA)…
US Federal Trade Commission (FTC) has approved NVIDIA $5 billion investment in INTEL. NVIDIA GB300 series have begun shipping in small quantities at the end of 2025, and large-scale shipments are expected in H1 2026. SoftBank is racing against the…
Samsung has provided NVIDIA with samples of its “second-generation HBM” SOCAMM2. Japan is considering providing Rapidus with a loan guarantee of up to 80%. Twenty-four tech giants have joined the US Genesis Mission, aiming to accelerate scientific discovery through AI.…
INTEL has successfully installed the world’s first commercial high-NA EUV lithography machine, accelerating its move towards mass production of 1.4nm chips. Trump administration has begun reviewing NVIDIA H200 chip exports to China. ChatGPT’s mobile spending exceeded $3 billion in just…
ARM to set up chip IP R&D center in Hong Kong focused on AI. Rapidus releases radiation generator and predictor. Nebius releases next-generation AI cloud platform based on NVIDIA Blackwell Ultra chip. Micron CEO Sanjay Mehrotra: Global HBM market is…
