TSMC continues to improve EUV lithography efficiency, increasing wafer output 30 times in 6 years. ASM fully deploys ALD and new materials to address the challenges of GAA and CFET. Samsung is reported to have signed a Power11 chip foundry…
Nvidia poached the CEO and team of AI chip startup Enfabrica for more than $900 million and will license its technology. Microsoft announced it will invest $4 billion to build a second data center in Wisconsin. The first data center,…
Apple will take over more than half of TSMC 2nm production capacity in 2026 and adopt WMCM advanced packaging. Dell is backing Intel, with the PowerEdge XE7740 set to feature the Gaudi 3 AI chip. Huawei Ascend AI chip roadmap…
Nvidia invested $5 billion in Intel to collaborate on custom chips, but not on foundry manufacturing. TSMC has locked onto the new 12-inch silicon carbide battlefield and plans to develop key heat dissipation materials in the AI era. DeepSeek appeared on…
UK and US reached a technology cooperation agreement, and US companies such as Microsoft and Nvidia will invest $42 billion in the UK. Alibaba new AI chip leaked: Key parameters comparable to H20. IonQ CEO Niccolò de Masi: A 10,000-qubit…
Nvidia may face fines of up to $3.42 billion to $8.55 billion in China. China and US reached a basic framework consensus on properly resolving the TikTok issue. iPhone 18 to be launched in 2026 will be the first to…
Nvidia is reported to be the first customer for TSMC A16 process. Wccftech TSMC has captured 38% of the global foundry 2.0 market. Counterpoint Research MediaTek flagship SoC chip based on TSMC 2nm has taped out and will be mass-produced and…
Samsung Exynos 2600 beats the A19 Pro in multi-core performance. It is reported that Micron has suspended DRAM quotations and is expected to increase prices by 30%. Arm has successfully captured 25% of the data center CPU market. OpenAI Chairman…
NVIDIA Grace CPU drives Arm server share growth. Alibaba and Baidu use self-developed AI chips to train AI models, partially replacing Nvidia GPUs. Malaysia restricts data center expansion, and China’s acquisition of AI chips is hindered. China Semiconductor Industry Association:…
Nvidia has launched another AI chip B30A for mainland China, which is rumored to use TSMC 5nm process. Apple CEO Tim Cook talked about partnering with TSMC to invest $600 billion to increase American-made chips. Qualcomm and Google Cloud expand collaboration…
