Jensen Huang: Chinese competitors are improving; H200 has not yet generated revenue in China. SK Hynix and SanDisk announce HBF storage strategy. Apple accepted Samsung proposal for a 100% price increase according to reports. UMC announced the purchase of equipment…
Samsung 1c DRAM yield exceeds 80%, and its HBM4 yield is close to 60%. ET News SK Hynix will invest $15.1 billion to build chip factories. Goldman Sachs: AI contributed almost nothing to US GDP in 2025. US claims that…
Apple is ramping up its domestic production and will purchase 100 million chips from TSMC Arizona factory in 2026. Alphabet, Amazon, Meta, and Microsoft are expected to collectively invest $650 billion in2026 to expand AI-related infrastructure. Bridgewater Associates analysis Analyst…
1.AMD wins massive Meta chip order worth $60 billions of dollars. 2.US Commerce Department official: NVIDIA H200 chips have not yet been sold to China. 3.INTEL $1.6 billion acquisition falls through; AI chip startup SambaNova raises $350 million. 4.Tokyo Electron…
Honor plans to launch its first humanoid robot at MWC. Bloomberg: Skepticism surrounding AI is putting pressure on NVIDIA stock price; even a surge in profits may not be enough to reverse the situation. Ministry of Commerce of China: 20…
TSMC 2nm expansion project in the Southern Taiwan Science Park is scheduled to be completed in 2028. Samsung is reportedly adjusting its production of HBM and general-purpose DRAM due to soaring prices. ASML: We expect extreme ultraviolet lithography machines to…
NVIDIA to invest $30 billion in OpenAI. OpenAI and Cerebras have released their first third-party chip AI model. ByteDance builds AI team in the US. It’s reported that Apple self-designed baseband chip C1X has experienced its first hardware failure and…
NVIDIA expands into the data center CPU market, potentially benefiting South Korean storage manufacturers. Foxconn has taken another step forward in its expansion in India by partnering with HCL Group to establish a semiconductor packaging and testing facility. India will…
It’s reported that TSMC plans to invest an additional $100 billion in US to build four new factories. Micron begins mass production of solid-state drives for data centers. Western Digital: Hard disk drive production capacity for 2026 is sold out;…
Samsung announced that it has delivered the world’s first batch of industry-leading high-performance HBM4 products, which use 1c DRAM and 4nm process. HBM4 validation will be completed in the Q2 2026, and the supply model from the three major OEMs…
