Nvidia shift toward smartphone-style memory technology could cause server memory prices to double by the end of 2026. Counterpoint Research US has approved the sale of advanced AI chips to companies in the United Arab Emirates and Saudi Arabia. NVIDIA…
It’s reported that TSMC Arizona plant profits plummeted by 99%. Lip-Bu Tan: Building a more powerful, focused, and easily executable intelligence network. A retired TSMC executive took confidential 2nm advanced process technology with him. STMicroelectronics unveils world’s first 18nm high-performance…
Global OLED display shipments increased by 65% year-on-year in Q3 2025, with ASUS ranking first for the first time. TrendForce Interpro has licensed Ceva’s Wi-Fi 6 and Bluetooth 5 IP to support SoCs that enable AIoT Matter. A shortage of…
It is estimated that by 2026, the output value of both wafer foundry and integrated circuit design will grow by 20%. TrendForce AMD and Eviden will power Europen first multi-gigabit computer in France, with a capacity of over 10 billion…
The fierce competition between TSMC and Intel for orders benefits semiconductor equipment manufacturers. Apple and Qualcomm may consider adopting Intel’s advanced packaging technology. Samsung fifth factory will begin operations in 2028 to meet the demand for memory chips in the…
Arm announces: AI data center chip will adopt NVIDIA NVLink technology. ASUS and MSI are snapping up DRAM in large quantities, and the panic buying in the market may continue until 2027. SK Group will lead the R&D of next-generation…
Taiwan plans to invest US$3.2 billion to build an “AI island”. Samsung has secured 2nm chip orders from two major Chinese mining machine giants, which could bring in $480 million in revenue annually. Nexperia Dutch has rejected China’s accusations, and…
TSMC order book is already full until 2028 with a strong demand for AI. Tesla joins the AI chip race, with Musk vying for TSMC advanced process capacity. Data centers are rapidly expanding into space. Hyundai Motor: Plans to invest $86.2…
South Korean business giants have announced investment plans in South Korea; Samsung plans to invest more than $310 billion over the next five years. Former Google CEO Eric Schmidt: Most countries will likely eventually use Chinese AI models. OpenAI has…
Demand from customers such as Nvidia, AMD and Tesla is surging, making TSMC’s 3nm process highly sought after and prompting the company to urgently expand its production capacity. Morgan Stanley Goldman Sachs: China AI data center capacity is expected to…
