Jensen Huang criticizes the US: China will win the AI race. TSMC has broken ground on its 1.4nm wafer fab in the Central Taiwan Science Park, with a total investment of $48.48 billion and is expected to begin mass production…
Samsung is accelerating the adoption of 1c DRAM equipment, aiming to achieve mass production of HBM4 by early 2026. Musk: AI5 chip samples are expected to be available in 2026, with mass production planned to begin in 2027. Intel Israel…
The widening capacity gap at CoWoS is primarily due to strong demand from Nvidia and AMD. SK Hynix deepens cooperation with TSMC to jointly develop new base dies on HBM. Deutsche Telekom and Nvidia have partnered to create a $1.17…
TSMC: Its pricing strategy is not driven by opportunity. Samsung is expected to deliver final verification samples of HBM4 to Nvidia in November 2025. Micron is redesigning its HBM4 chip due to yield issues, and its supply may be delayed…
TSMC advanced process technology is expected to see unprecedented price increases for the fourth consecutive year, driven by strong demand in the AI market. OpenAI has signed a $38 billion deal with Amazon to acquire the rights to Nvidia chips.…
TSMC 1nm process is being implemented ahead of schedule at the Central Taiwan Science Park, with construction scheduled to begin on November 5th 2025 and mass production to begin in 2028. TSMC has achieved a major breakthrough in silicon photonics…
TSMC accelerates 2nm process capacity expansion. Trump: Nvidia Blackwell AI chips will not be widely sold overseas. Microsoft CEO Satya Nadella: Power shortages have left a large number of GPU chips idle. Nvidia is leading the US AI industry revolution:…
TSMC: No comment on rumors of price increases for advanced process technologies in 2026. Samsung HBM capacity for 2026 is sold out, and the company is considering expanding its production lines to increase capacity. The global memory shortage is worsening,…
Samsung stated that demand for AI-related servers continued to grow in Q4 2025, exceeding industry supply; meanwhile, the shortage of mobile phone chips worsened further in Q4 2025. SK Hynix DRAM inventory levels have dropped to two weeks, and the…
Samsung stated that the shortage of mobile chips will worsen in Q4 2025, and anticipates increased demand for AI and traditional servers by 2026. Hwang In-hoon visited South Korea and had dinner with Lee Jae-yong and Chung Eui-Sun. Microsoft and…
