Sam Altman: OpenAI will have over 1 million GPUs online y the end of 2025. It is reported that TSMC plans to expand its 2nm monthly production capacity to 100,000 wafers in 2026. The major innovation of iPad Pro brings…
Rapidus has started trial production of 2nm and will provide PDK in Q1 2026. Nvidia new AI chip B30, exclusively supplied to China, will be shipped in Q4 2025, and the price may be 40% lower than in H20. EU…
Nvidia GPU has a high-risk vulnerability, and the model accuracy plummets by 99.9%. TSMC is accelerating the expansion of 2nm production capacity and setting a goal of increasing production capacity 1.5 times in 2026. Samsung is accelerating construction of a…
Micron and SK Hynix face HBM price war. Samsung 10nm DRAM yield exceeds 50% and it plans to mass-produce HBM4 in H2 2025. TSMC 1.4nm factory in Zhongke may start construction at the end of 2025, and the first factory…
AMD new generation Zen 6 may adopt TSMC N2 process. Rapidus successfully developed a 2nm chip prototype. TSMC advanced process business has grown significantly, and chemical plants have seized business opportunities in the semiconductor supply chain. Perplexity is in talks…
C.C. Wei: TSMC 3 US factories have begun construction and will adopt 2nm and A16 technologies. Intel has laid off 5,400 employees in Oregon and will continue to cut jobs. The US Department of Commerce imposed an anti-dumping duty of…
TSMC: N2P and A16 will be mass-produced in H2 2026, and A14 development is expected to be mass-produced in 2028. NVIDIA: CUDA will fully support the RISC-V architecture. UK plans to spend $1.34 billion to upgrade its AI computing capabilities.…
Nvidia consumer PC CPUs are reported to be delayed until 2026. Jensen Huang: China’s open source AI is a catalyst for global progress. NAND Flash price increase in Q3 2025 is an inevitable trend, and the price increase of some…
Jensen Huang appeared at the China International Supply Chain Expo: Got a large number of H20 chip orders and customers are waiting for delivery notice. ASML: 2025 Q2 net sales of 7.7 billion euros, the first EXE:5200B high NA lithography…
Google: Will invest $25 billion in data center and AI infrastructure construction in US in the next two years. The US Department of Defense signed high-value contracts with 4 major AI giants (Google, OpenAI, xAI and Anthropic PBC) to accelerate…
