Micron will invest $9.6 billion to build a new factory to produce AI memory chips in Hiroshima, Japan. Nikkei TSMC confirmed that a power outage at a supplier in September 2025 caused production disruptions, resulting in the scrapping of some…
Baidu is emerging as a major AI chip company in China, filling the market gap left by NVIDIA. Cloud giants are scrambling to secure memory production capacity, and the memory shortage could continue until 2026. Demand for AI is driving…
Samsung profits in 2026 are projected to be between $62 billion and $69 billion, with 2nm chips being a key driver. DeepSeek released two official models today: DeepSeek-V3.2 and DeepSeek-V3.2-Speciale. Samsung HBM4 chip is seeking certification from NVIDIA; the results…
Google plans to sell its TPU to Meta. Samsung groundbreaking research: NAND flash memory power consumption reduced by 96%. Samsung and NVIDIA have completed price negotiations for HBM4, and production capacity has been expanded to 150,000 units per month. South…
TSMC accuses Lo Wei-jen of leaking trade secrets; Intel: The accusation is baseless. TSMC has applied for a temporary injunction regarding the 2nm leak case, prohibiting Lo Wei-jen from switching jobs to Intel. DRAM prices are expected to rise sharply…
NVIDIA has released the RTX 6000D chip, specifically designed for the Chinese market, which features reduced core count, memory capacity, and clock speed. Japan is investing an additional $7 billion to support its flagship project, Rapidus. AMD plans at least…
Rapidus plans to build a 1.4nm wafer fab by 2027. Musk stated, “Grok 5 has a 10% probability of achieving AGI.” Strong sales of the iPhone 17 will help Apple regain the top spot in 2025, with a market share…
It’s reported that TSMC 2nm process has limited improvements in PPA (Power Productivity) and the price may be lower than expected. Musk stated that he will be “deeply involved” in Tesla’s chip design. Meta Platforms is reportedly considering spending billions…
It’s reported that the yield rate of Samsung 2nm Exynos 2600 chip has reached 60%. Amazon plans to invest $50 billion to expand the US government’s AI and supercomputing capabilities. It’s reported that AMD graphics card prices will rise by…
TSMC C.C. We: Demand for advanced processes far exceeds expectations, while production capacity is insufficient. Reports indicate that Marvell and MediaTek are considering adopting Intel EMIB advanced packaging technology in their ASIC projects. Musk announced the completion of the AI5…
