AMD confirmed: Will resume exporting MI308 chips to China. Oracle will invest $3 billion in AI and cloud computing facilities in Germany and the Netherlands. US: Nvidia resumption of H20 chip supply to China was part of rare earth negotiations.…
The GB300 AI chip and Apple new iPhone 17 series will drive TSMC revenue to exceed US$100 billion for the first time in Q2 2025. Intel cuts 4,000 jobs in US. Goldman Sachs is trialing Devin, its first AI bot.…
It is reported that Intel 18A process yield has increased to 55%, surpassing Samsung 2nm. Malaysia Ministry of Trade: Exporting AI chips originating from US requires a trade license. NVIDIA leads the AI data center revolution: 800V high-voltage DC architecture…
Intel has outsourced the manufacturing of its 2026 blockbuster desktop processor Nova Lake-S to TSMC and is currently entering the 2nm process design finalization stage. Jensen Huang: The Chinese military is unlikely to use American AI chips. Musk xAI plans…
The 2nm foundry node yields of TSMC, Intel, and Samsung are approximately 65%, 55%, and 40%, respectively. Jensen Huang: US has approved the sale of H20 chips to China. Meta will invest hundreds of billions of dollars to build AI…
Intel’s market share in gaming PC processors is expected to fall to 16%. Huawei is rumored to plan to redesign its AI chips, moving from ASIC to GPGPU. Alibaba DAMO Academy has reached a cooperation with the International Telecommunication Union…
Lip-Bu Tan: Intel has fallen out of the top 10 semiconductor companies. xAI releases Grok 4: Built with 100,000 H100 GPUs. Musk calls it “smarter than PhD”. JEDEC releases new LPDDR6 standard to improve mobile and AI memory performance. Apple 7…
No one can stop Zuckerberg with an annual salary of $100 million and a 72-hour offer. The number of Arm server customers has exceeded 70,000, a 14-fold increase in four years. OpenAI CEO Altman is “looking forward” to a conversation…
Nvidia market value exceeded US$4 trillion for the first time driven by the AI boom. Alibaba DAMO Academy once again appeared at the UN AI for Good Global Summit, and its multi-cancer early screening AI has served 20 million people in…
TSMC plans to start construction of two advanced packaging plants in US in 2028, and expand SoIC and CoPoS packaging to meet local production of AI and HPC chips. Nvidia plans to launch customized AI chips for China in September, and…
