Data centers will consume 70% of the world’s memory chips by 2026, and the shortage crisis will impact multiple industries. Musk: Tesla will restart the Dojo3 supercomputing chip project. Micron says AI boom is driving “unprecedented” memory shortage, lasting after…
Elon Musk: The Colossus 2 supercomputer for Grok is now operational. First Gigawatt training cluster in the world. Upgrades to 1.5GW in April. Micron plans to spend $1.8 billion to acquire the wafer fab of Taiwan Powerchip Semiconductor in order…
NVIDIA suppliers halt production of key components for H200 chips. It’s reported that Samsung improved the yield of 2nm process to 50% and plans to achieve profitability in its foundry business by 2027. It’s reported that Xiaomi Xring O2 mobile…
Apple first foldable phone, the iPhone Fold, features the A20 Pro chip manufactured using a 2nm process. It’s reported that Samsung has been promoting its SF2P 2nm process to partners, and it is expected that the Exynos 2700 and Tesla…
TSMC C.C. Wei: Sufficient power supply is needed for unrestricted capacity expansion. DRAM prices continue to rise. Price of some memory modules has increased by more than 300%, and price of mainstream DDR4 memory has increased by 10%. INTEL 18A…
C.C. Wei: Orders from major customers remain unwavering. TSMC investment in the US increases to $250 billion. US tariffs on Taiwan reduced to 15%. China leads the global race for patents in physical AI, with Baidu, Huawei, and Tencent ranking…
TSMC expects its sales (in US dollars) to grow by nearly 30% by 2026. TSMC released explosive financial results: net profits surged 35%, with 7nm and below advanced chips contributing more than 70% of revenue. Total DRAM production capacity of the…
US has imposed a 25% tariff on NVIDIA H200 and AMD MI325X processors. NVIDIA once again raised the supply standards for HBM4 chips to Samsung and SK Hynix in Q4 2025. SK Hynix chip factory in Yongin-si, South Korea will begin…
Apple and Qualcomm are vying to procure high-end electronic-grade fiberglass cloth. Samsung will supply 5G modems to Tesla. It’s reported that SK Hynix has ceased production of consumer-grade memory chips and shifted its resources to the B2B and AI server…
TSMC 3nm production capacity is booming; Taiwan is the first area to ramp up production. US has officially approved the export of NVIDIA H200 chips to China, but with three major restrictions attached. US House of Representatives passed a bill…