Meta sells $2 billion worth of data center assets to share AI infrastructure costs. Rapidus will compete with TSMC for talent. Musk: Real-time AI video rendering technology is expected to be realized within 3-6 months. TSMC orders for consumer applications…
The AI race is expected to drive spending by major US tech companies to $344 billion by 2025. Nvidia and CapitalG plan to invest in Vast Data, which could value the company at $30 billion. It is reported that OpenAI…
TSMC is preparing to transfer its 2nm technology to US and is preparing a new production line in Arizona. Nvidia may be developing CoWoP (Chip-on-Wafer-on-Platform PCB), while it’s unlikely to be widely adopted in the short term. Morgan Stanley ASML…
Nvidia: No “backdoor” in the H20 chip. OpenAI will build its first European data center in Norway, initially installing 100,000 Nvidia GB300 chips. Innoscience becomes the only Chinese supplier of NVIDIA’s 800V architecture. Samsung plans to significantly reduce the price…
Nvidia’s Rubin GPU may be the first GPU to introduce CoWoP packaging. H20 poses serious security risks, and the Cyberspace Administration of China has summoned Nvidia for talks. US exempts semiconductor equipment produced in EU from a 15% tariff. Electronic…
Samsung expects operating profit at its chip business to plummet 94% year-on-year in Q2 2025. MediaTek’s 2nm chip will begin trial production in September 2025. Arm announced it is developing its own chips. Qualcomm mobile phone chip sales are sluggish…
Samsung plans to invest an additional $7 billion to build an advanced packaging factory in US. Tesla has signed a $4.3 billion purchase agreement with LG Energy Solution for lithium iron phosphate (LFP) batteries. Rebellions announced a collaboration with Marvell…
Global CoWoS wafer demand will reach 1 million pieces in 2026, with Nvidia accounting for 60% of the production capacity. Morgan Stanley Samsung Lee Jae-yong went to US to support tariff negotiations and cooperate with Tesla with huge investments. C.C…
Nvidia has reportedly ordered 300,000 H20 chips from TSMC due to strong Chinese demand. It is reported that the price of AMD MI350 series has skyrocketed by 66.7%. TSMC US first advanced packaging plant will break ground in 2026 and…
Apple is reportedly evaluating Intel 14A process. Tesla placed an order for AI6 chips from Samsung while South Korean media revealed that TSMC 2nm production capacity is too full. Energy consumption of AI data centers doubles every three to four…
