AI is out of stock! TSMC US dollar revenue has increased quarter by quarter, and it is expected to exceed the target of 30% for the full year. Strong shipments of AI servers and iPhone 17 helped Hon Hai achieve a…
Intel is in preliminary talks with AMD, hoping to win AMD as its foundry customer. DRAM and NAND spot prices continue to rise. TrendForce With high-end smartphone SoC shipments projected to grow 74% annually through 2025, generative AI capabilities will…
Samsung and SK Hynix will both participate in OpenAI’s global data center and the US “Stargate” project, and will ensure the supply of 900,000 DRAM wafers and 900,000 HBM wafers to OpenAI per month respectively. OpenAI is reportedly allowing employees…
It is reported that Samsung first 2nm chip has entered mass production and will be commercially available on the Galaxy S26 by the end of 2025. Samsung is collaborating with OpenAI to address surging demand for DRAM chips. SK Group…
Intel 18A chip is manufactured at its new Arizona factory and is expected to be available in late 2025. Tesla will launch its third-generation humanoid robot by the end of 2025 and start mass production in 2026. It is rumored…
imec announced two breakthroughs in high-NA EUV lithography technology. Companies like Amazon and Google informed Jensen Huang of the progress of their self-developed AI chips to avoid supply disruptions. TSMC OIP partner list has been announced: 13 EDA vendors, 31…
Intel is reportedly purchasing two additional high-NA EUV lithography machines for its 14A process. Kioxia predicts that demand for NAND storage will grow 20% annually as demand for AI data centers surges. DeepSeek and Cambricon simultaneously released the DeepSeek-V3.2 model…
TSMC reiterated: No any investment or cooperation discussions with Intel. Intel top-of-the-line Granite Rapids CPU revealed: 86 cores, 172 threads. US plans to require chip companies to achieve a 1:1 ratio of domestic production to imports, otherwise tariffs will be…
It is reported that TSMC 3nm/5nm production capacity is at full capacity and the utilization rate will be close to 100% in 2026. Industry insiders said that Samsung recently set the price of its 2nm process wafers at US$20,000 per…
It is reported that due to strong demand for the iPhone 17, Apple has asked suppliers to increase production by 30%. Qualcomm: Pre-commercial 6G equipment will be launched as early as 2028. GlobalFoundries and Egis collaborate to develop next-generation smart…
