TSMC N3 capacity will face a severe shortage; some customers are raising prices to secure capacity. JPMorgan Chase Intel foundry revenue is projected to reach $120 million by 2025. SemiAnalysis AI industry will need $5 trillion in funding over the…
Intel CEO Lip-Bu Tan is personally overseeing the AI business; the former CTO Sachin Katti has left to join OpenAI. Micron wafer fab project in Clay, New York, will be significantly delayed until 2033 before it can begin production. Texas…
TSMC Chairman C.C. Wei: Jensen Huang came to ask for more chips. Microsoft has disclosed side-channel attacks with a hit rate of over 98%, which can monitor your conversations with AI. China’s Ministry of Commerce has exempted Nexperia chips from…
Nvidia hopes TSMC will supply more wafers to meet strong AI demand. The price of TSMC’s chip manufacturing process below 5nm will increase by about 8-10% starting 2026, which will significantly increase the cost of the iPhone 18. TSMC 3nm…
Jensen Huang personally attended TSMC’s sports meet to express his gratitude and revealed that the next-generation Rubin chip has entered the production line. Google has announced that its seventh-generation self-developed TPU chip, Ironwood, will be officially released in the coming…
Samsung will showcase its latest LPDDR6 memory, with speeds up to 10.7Gbps, at CES 2026. China’s Ministry of Commerce announced the suspension of certain export control measures on dual-use items such as gallium, germanium, and graphite to US. It’s reported…
US government has intervened to block Nvidia from selling its latest AI chip, the B30A, to China. ASML China President Shen Bo: DUV remains the mainstay of chip imaging. The growth of AI computing power far exceeds Moore’s Law; energy…
It’s reported that TSMC has notified Apple of a new round of chip price increases. Samsung Exynos 2600 chip uses HPB thermal management technology. Elon Musk: Tesla will have to build a large chip factory and may partner with Intel.…
ASML is assembling an EUV field service team for Samsung Taylor factory. SoftBank’s Japanese telecommunications company is in talks to acquire Nvidia Rubin chip. It’s reported that TSMC is pushing forward with advanced manufacturing processes and packaging technologies, gradually transferring…
Nvidia joins India DeepTech Alliance to support startup growth. AMD CEO Lisa Su: Instinct MI308 AI chip has received export license from China. Samsung distributes performance bonuses to the HBM4 team based on treasury stock. Arm emphasized that developing its…
