Lisa Su: AMD order growth exceeded expectations; institutional investors are optimistic about TSMC advanced process orders. Tesla plans to discuss with Samsung the possibility of significantly increasing the production capacity of its AI6 chip. TheElec SK Hynix advances new HBM…
Lip-Bu Tan strategic shift: INTEL plans to open its 18A process technology to external foundries. Jensen Huang: NVIDIA massive investment in OpenAI/Anthropic may be its last investment. Micron has launched the world’s first high-capacity 256GB LPDRAM SOCAMM2, setting a new…
Samsung introduces new power architecture to reduce HBM defect rate. Huawei releases next-generation green AI site and GW-level AIDC solution. Former TSMC executive Lo Wei-jen is under formal investigation for allegedly leaking core 2nm technology. Winbond Electronics net profit in…
Rapidus will collaborate with Canon to develop a 2nm image processing chip. Amazon will invest an additional $21 billion in Spain to build data centers and AI facilities. NVIDIA invests $4 billion in two optical technology companies, Lumentum Holdings Inc.…
Morgan Stanley has ranked NVIDIA as its top pick in the semiconductor industry, replacing Micron. AMD Ryzen 5 5500X3D has been released in China, featuring a TSMC 7nm Zen 3 processor and 99MB of cache. Foxconn, Quanta, and Wistron plan…
TSMC accelerates to expand 1.6nm chip manufacturing plant to support NVIDIA. Samsung memory price hike to Apple highlights tight LPDDR5X supply. NVIDIA and Nokia, SoftBank, T-Mobile have proven that AI-RAN is the next generation of wireless technology. Meta expands its…
NVIDIA has surpassed Apple to become TSMC largest customer. WSTS: Global semiconductor market will grow by 25.6% by 2025, with AI being the main driver. More than 200 Google and OpenAI employees signed an open letter refusing to provide the…
NVIDIA plans to launch new chips to accelerate AI processing. OpenAI says Amazon self-developed AI chip, Trainium 4, is expected to begin shipping in 2027. Samsung plans to increase DRAM capacity to improve the performance of HBM4. Rapidus has received…
Jensen Huang: Computing power equals revenue in the new era of AI. Samsung will cease production of 2D NAND flash memory, and existing production lines will be to produce 1c nm DRAM. TheElec Rapidus receives $1.6 billion in government funding.…
Meta Platforms will lease Google AI chips to develop new models. Harish Bharadwaj, VP of Product Marketing at Broadcom, expects to sell at least one million 3D stacked chips by 2027. IDC: Smartphone market may decline by 13% by 2026…