TSMC made a major adjustment: The old 8-inch wafer factory switched to producing EUV mask protective film. HBF (High Bandwidth Flash) will soon rise and develop in parallel with HBM. Thelec China AI chip production capacity is growing, but advanced…
The advanced packaging market size will exceed US$79.4 billion in 2030, with at least 7 factories developing simultaneously in mainland China. Yole Group SIA: Global semiconductor sales increased by 20.6% year-on-year in July 2025, with China increasing by 10.4%. ST…
Oracle and OpenAI sign a $300 billion computing power agreement. Demand for AI chips is strong, with TSMC revenue reaching approximately US$11.09 billion in August 2025, a year-on-year increase of 33.8%. SK Hynix has started shipping its mobile NAND flash…
NVIDIA has released a new GPU, Rubin CPX, designed for long-context AI reasoning. Apple released four chips: A19 Pro is manufactured using a 3nm process, and the self-developed N1 wireless network chip is standard for the iPhone 17 series. NVIDIA…
Intel CFO David Zinsner: 30% of Intel chips are manufactured by TSMC, future foundry may be split into a subsidiary. Apple iPhone 17 memory suppliers: DRAM~Samsung 37%, SK Hynix 33%, Micron 30%; NAND~Kioxia 35%, SK Hynix 30%, SanDisk. OpenAI cash burn…
Intel CFO: 14A will be more expensive than 18A due to the use of High NA EUV mass production. Samsung will supply GDDR7 to Nvidia in large quantities, which will reportedly be used for B30 chips specifically supplied to China.…
TSMC new advanced packaging facility will remain in Chiayi and will begin production in the second phase of its campus. OpenAI and Google development of ASIC servers will trigger a boom in AI infrastructure construction. Nvidia’s push for silicon carbide…
Intel has appointed a new head of its data center and PC chip division, with the departure of a veteran with more than 30 years of experience. Samsung restarts construction of Pyeongtaek P5 factory, targeting the next-generation HBM4 market. Tesla…
Intel CFO revealed the latest financing progress: US government is expected to allocate another $8.7 billion. Nvidia CFO: China revenue is expected to reach US$5 billion in Q3 2025. US Federal Communications Commission has initiated procedures to ban some Chinese…
US proposed the “GAIN AI Act”: Forcing Nvidia to give priority to US AI orders and strictly prohibiting the export of high-end GPUs. Broadcom announced that it has won a $10 billion AI order from a mysterious customer. OpenAI is…
