TSMC 2nm process will go into mass production in H2 2025, and its 3nm production capacity will increase by another 60%. 1.8nm process is the key: Intel strives to surpass Samsung in the chip foundry, and TSMC may help it. The…
Intel CFO: Expected to break even around 2027. BIS rescinds Biden-Era Artificical Intelligence Diffusion Rule, and the new regulatory measures are aimed at Huawei. Tesla plans to resume exporting Chinese parts to US at the end of May, paving the…
Jensen Huang: 18,000 top-level AI chips will be exported to Saudi Arabia. Intel is not considering splitting its business for now and will focus on the AI market in the short term. Saudi Arabia AI company Humain to build AI factory in partnership…
Nvidia is raising GPU prices by 10-15% as costs soar. Intel Methods and Apparatus to Cool Electronic Devices has rewritten the industry laptop cooling systems rules. AMD and Saudi Arabia plan to invest $10 billion to build AI data centers.…
Bill Gates: US technological blockade against China has had the opposite effect. Malaysian GPU imports surged 3,400%, and US is worried about where it will eventually flow. China and US canceled 91% of tariffs and suspended 24% tariffs. The GB10…
TSMC US wafer fab costs have risen sharply, and Nvidia has raised GPU prices across the board. Samsung reaches DRAM price increase agreement with major customers, DDR4 price increases by about 20% The capability of TSMC 3 new fabs in…
Morgan Stanley: The global output value of humanoid robots will reach 5 trillion US dollars in 2050, and the cost will drop to 15,000 US dollars, which is a key turning point. Details of AMD sixth-generation EPYC Venice CPU have…
Nvidia first ARM-based super chip, the GB10, has appeared in a benchmark database with performance comparable to that of high-end processors. Intel stopped developing and upgrading Deep Link because it was not worth the investment. As the AI chip market becomes…
Microsoft, OpenAI, AMD and CoreWeave call for easing AI export controls. Rapidus President: 2nm mass production speed will be 3 times faster than TSMC, and we have negotiated cooperation with 40-50 companies. Bain Capital plans to sell its Chinese data…
Nvidia and Google are interested in Intel 18A process. AMD Lisa Su: US leads in AI chips, but China still has a ways to go to catch up. Insiders: Nvidia will release a downgraded version of the H20 chip in…
