Comparison of the real gap in AI GPU chips: Nvidia’s Blackwell platform has a profit margin of up to 77.6%, while AMD performs poorly. Morgan Stanley Analyst: Nvidia H20 prices may increase by 18%, and costs will be passed on to…
The market is worried that TSMC’s AI chip production capacity will be affected by the Kanto Denka fire. Intel showcased its first non-x86 SoC based on the Intel 18A process in a bid to attract Arm and RISC-V customers. The…
Trump administration plans to acquire Intel shares to support its construction of a wafer fab in Ohio. Intel faces an 18-month battle for survival as Qualcomm and ARM squeeze its core market. MarketWatch WSTS: The global semiconductor market size reached…
China ranks second in the world in computing power, and its number of AI patents accounts for 60% of the world’s total. NVIDIA RTX 5090D V2 released: Video memory capacity and bandwidth reduced by 25%, priced at US$2,370. Quanta: AI…
Rubin, Nvidia next-generation GPU chip, may be delayed due to a redesign. Intel showcased its “USAI” page to demonstrate its patriotic commitment and highlight the deepening collaboration in US manufacturing and defense. Samsung will invest $170 million to establish a…
TSMC approves $20.6575 billion capital budget for building advanced process and other production capacity. Samsung is focusing on SOP advanced packaging, which may be used in Tesla’s AI6 chip. Apple’s M5 chip has been postponed to 2026 and will use…
TSMC will gradually stop the production of 6-inch wafers within 2 years. Apple’s iPhone 18 is rumored to be the first to adopt TSMC’s 2nm process. The A20 chip will be equipped with WMCM packaging. Qualcomm: OpenAI’s smallest open source model…
Trump: Nvidia H20 performance is “outdated” and Huawei already has similar chips. SK Hynix has upgraded 1c DRAM to more than 5 layers of EUV, laying the foundation for High NA EUV applications. Sandisk and SK Hynix are collaborating on…
Trump: Nvidia may be allowed to sell a “downgraded version” of its next-generation advanced GPU chip to China. Japan Rapidus is eager to mass-produce 2nm chips and urgently needs a plan B. SEMI: HBM accounts for 25% of DRAM, which…
Nvidia and AMD plan to pay 15% of their revenue from AI chip sales in China to the US government in exchange for export licenses. It is rumored that Intel’s 18A mass production will be delayed until 2026. Samsung has…
