Amazon has placed an additional order for 2 million NVIDIA high-end AI GPUs. Indian AMI has ordered 9,000 NVIDIA Rubin GPUs to build a 30MW computing cluster. Anthropico has leased Nscale’s AI computing power for $45 billion. Kioxia and SanDisk…
OpenAI claims that its Jalapeno chip, co-developed with Broadcom, surpasses NVIDIA’s Gb300 in both speed and power consumption. Samsung and SK Hynix plan to increase the supply of NVIDIA’s 8-layer HBM4 memory in H2 2026. Apple has officially released its…
TSMC reportedly plans to acquire AU Optronics’ two fabs for over $940.91 million, accelerating the formation of the CPO supply chain in the Central Taiwan Science Park. Synopsys and INTEL deepen their foundry collaboration: creating an AI-driven full-stack chip design…
Some of NVIDIA’s major customers were told that the price of servers equipped with its AI chips will increase by more than 15% due to soaring memory chip costs. It’s reported that the US is considering allowing Apple to purchase…
It’s reported that SK Hynix plans to build a memory chip factory in Japan, with an investment of tens of billions of dollars. Micron CEO: Data center customer demand is approximately 150% of Micron’s actual committed supply. NVIDIA denies plans…
It’s reported that TSMC has completed the R&D and verification of its 1.6nm-class A16 process to achieve mass production in Q4 2026. Samsung adjusted foundry roadmap, postponing mass production of its 1.4nm process to 2029. Marvell has secured a major…
It’s reported that Samsung aims to be the first to complete the development of 1dnm DRAM memory by September 2026. TheBell NVIDIA announced that its Spectrum-X Ethernet silicon photonics switch has entered full production, marking the world’s first 200G/channel CPO…
SK Hynix received more than $12.04 billion in sales from NVIDIA in H1 2026, accounting for about 13% of the company’s total sales. OpenAI has pledged to deploy NVIDIA computing infrastructure on a large scale by 2030. Google accelerates the…
INTEL CEO Lip-Bu Tan: The company is researching new memory architectures and 3D stacking solutions for CPUs and memory. Samsung introduced Claude into the chip development, reducing some verification tasks from a month to two days. Synopsys became the world’s…
TSMC’s CoWoS yield exceeded 98%, and photomask size will increase 14 times by 2029. Samsung plans to commercialize high numerical aperture EUV lithography technology at the 1nm process node. SK Hynix is reportedly restarting construction of its second NAND flash…