C.C. Wei confirmed that the US government will not invest in TSMC. AMD, Nvidia, and Broadcom are competing for advanced process production capacity, and TSMC’s US factories are also accelerating mass production. Intel received $9 billion in government investment, but…
It is reported that TSMC has stopped using equipment from mainland China to produce advanced 2nm chips. Nvidia B30 chip, specifically for the Chinese market, is about to debut, offering about 80% of the performance of a standard Blackwell GPU. SK…
Rubin GPU is about to be trial-produced, and Jensen Huang will visit TSMC again and also celebrate Morris Chang’s birthday. TSMC director: Kumamoto Fab 2 will start construction within 2025. Jensen Huang: Hope Taiwanese government can help solve the problem…
Nvidia has cut prices on some of its RTX 50 series graphics cards in Europe by nearly 10%. Nvidia decision to halt H20 production appears to be intended to make way for the B30A with sales in China hampered. 150mm…
Samsung is considering an equity investment in Intel. Samsung HBM4 is reported to have been verified by NVIDIA. Cadence and NVIDIA collaborate to revolutionize power analysis and accelerate development of billion-gate AI designs. Google Tensor G5 released: 3nm process, CPU…
Intel continues to lose talent, while Samsung is actively recruiting. Vantage Data Centers plans to invest $25 billion to build an AI data center campus in Texas. US tech stocks plummeted as research showed 95% of organizations saw no return…
US government plans to take a 10% stake in Intel in exchange for $7.9 billion in chip subsidies. British media revealed that Masayoshi Son also wants to acquire Intel’s wafer foundry business. Trump administration is rumored to be considering acquiring…
It is reported that TSMC’s 2nm initial yield has reached 64~66%, and the SRAM yield has exceeded 90%. Digital Daily TSMC’s global layout has received $4.72 billion in subsidies from the governments of US, Germany, Japan and China in recent…
It is reported that the price of a single TSMC 2nm wafer is US$30,000. Nvidia plans to exclusively supply China with its new AI chip B30A, whose performance surpasses H20. SoftBank invested $2 billion in Intel, becoming its fifth-largest shareholder.…
The Trump administration is considering acquiring a 10% stake in Intel to boost the chipmaker. US analysts say government intervention in Intel is “critical” to national security. Arm has hired an Amazon AI executive to drive its own chipmaking initiatives.…
