Analysts predict: TSMC Q3 2025 profit will surge 28% driven by strong demand for AI infrastructure. AI godfather Geoffrey Hinton: America AI advantage is unsustainable, and China should lead AI security. OpenAI also announced the purchase of 10 gigawatts of…
TSMC advanced packaging production capacity will reach full capacity in 2026, and ASE and King Yuan Electronics will also usher in strong growth. The launch of Apple iPhone 17 has driven a surge in TSMC orders. BYD R&D expenses in…
1.TSMC share of the pure-play foundry market exceeded 70% in Q2 2025, with SMIC ranking third. 2.DRAM quotes soared, and Samsung Q3 2025 profit may reach US$7.1 billion, the highest since 2022. 3.The Trump administration has increased investment in rare…
Intel officially launched the new generation of Core Ultra processors (code-named Panther Lake) produced using the most advanced 18A process, and the product yield exceeded market expectations. Amkor invested USD 7 billion to lay the foundation for its packaging and…
Intel: The first 18A process PC chip will be mass-produced in 2025. US has approved Nvidia to export AI chips to the UAE, providing key support for the Middle East’s “Stargate” program. OpenAI hinted that it would not place an…
Lip-Bu Tan: Intel chip foundry business will “grow threefold” and advanced packaging is a huge opportunity. TSMC’s revenue in Q3 2025 and the first three quarters both hit record highs, with revenue in the first three quarters increasing 36.4% year-on-year.…
Oracle gross margins on leasing Nvidia GPUs are low. Lisa Su gave a vague response to AMD decision to outsource its chip manufacturing to Intel. Chinese researchers have solved the contact problem of all-solid-state metal lithium batteries. Wolfspeed reborn with…
Jensen Huang discusses Nvidia new collaboration with OpenAI: The first direct purchase of cloud services. It is reported that Nvidia will invest in Musk xAI and participate in US$20 billion in financing. AMD processor market share has exceeded 40%, breaking…
TSMC another 1.4nm fab is under evaluation. Intel will customize x86-based CPUs for NVIDIA. There may be an $800 billion “investment bubble” in global AI infrastructure by 2030. Bain Capital The GaN market is expected to reach US$3 billion by 2030,…
TSMC Kaohsiung F22 plant successfully produced the first batch of 12-inch 2nm wafers as the land reclamation time was shortened from 17 years to 2 years. OpenAI and AMD announced a multi-billion dollar chip order to jointly develop AI data centers. Rapidus…
