Jensen Huang: Purchase orders will indicate China’s approval of H200. Arizona has become a key region for TSMC overseas expansion, with the potential to build up to 12 wafer fabs. AMD latest Helios rack platform, to be released later 2026,…
TSMC 2nm wafer capacity: By the end of 2026, monthly output will exceed 140,000 wafers. AMD MI455 GPU: AI chip performance expected to improve 1000 times within 4 years. INTEL has announced the launch of its next-generation integrated GPU –…
DRAM prices from Samsung and SK Hynix have risen by another 70%. NVIDIA releases Rubin AI super chip platform, improving training performance by 3.5 times. Samsung: Memory chip shortage is “unprecedented” and “extremely severe”. Dutch court will hold a hearing…
Jensen Huang: NVIDIA AI platform Rubin is now in full production. NVIDIA: Demand for H200 chips in the Chinese market is strong, and supply is ample. INTEL unveiled its next-generation PC chip, manufactured using the 18A process, at CES 2026.…
TSMC initial 2nm process capacity was approximately 35,000 wafers per month, and it is projected to reach 140,000 wafers per month by the end of 2026. The cost of TSMC building its American factory is staggering: Wafer depreciation costs have…
It’s reported that TSMC will launch a major capacity expansion plan in 2026. Samsung plans to increase its monthly HBM production capacity by 50% by the end of 2026, with the goal of securing HBM4 orders from NVIDIA. Google, Meta,…
NVIDIA increases H200 chip production to meet growing demand in China. TSMC vs. Samsung 2nm Process: The most expensive mobile chip is coming. AI giants are investing heavily in data center infrastructure in US, betting hundreds of billions of dollars…
ByteDance purchases large quantities of NVIDIA H200. Rumors suggest that the price of the RTX 5090 could surge to $5,000. According to reports, NVIDIA and AMD GPUs are about to enter a “year-long price increase cycle”. IDC has further lowered…
Sources say TSMC is expected to begin expanding production capacity for NVIDIA H200 chips in Q2 2026. Memory chip prices are soaring: DDR4 prices have increased by 1800% in 2025 and are expected to continue rising until 2026. SoftBank completes…
TSMC has simultaneously started 2nm process production in Hsinchu and Kaohsiung. Samsung plans to achieve a monthly production capacity of 250,000 HBM wafers by the end of 2026, a 47% increase from its current monthly capacity of 170,000 wafers. ETNews…