Intel: TSMC wafer supply is insufficient, and the production capacity of CPUs such as Arrow Lake is limited. Samsung has improved its 4nm process yield to 60-70% and secured a chip order worth over $100 million from a US AI…
NAND flash memory prices are expected to continue to rise in Q4 2025, with price increases for various products projected to be between 20% and 25%. TrendForce TSMC is accelerating the construction of its advanced packaging plant in Arizona, due…
NVIDIA has released open-source software for developing self-driving cars. It’s reported that Samsung has secured half of NVIDIA 2026 SOCAMM 2 chip orders. Indian Adani Group plans to invest up to $5 billion in Google AI data center. DeepSeek V3.2…
NVIDIA has secured $500 billion in GPU orders and needs to deliver 20 million chips over the next five quarters. Vultr plans to invest over $1 billion to build AI cluster in Ohio: deploying 24,000 AMD chips. The shortage of…
Jensen Huang: It is still uncertain whether China will accept NVIDIA H200 chip. Samsung is preparing for mass production of its HBM4 chip, with operating profit expected to exceed $67.973 billion by 2026. OpenAI acquisition of Neptune for nearly $400…
TSMC denied that C.C. Wei would have meetings with major chip design companies in Chinese Mainland, like Alibaba. Amazon Web Services announced that its Trainium 3 supercomputing server, powered by the new Trainium 3 chip, is now available. NVIDIA CFO:…
It’s reported that Intel will manufacture M-series chips for Apple. TSMC 2nm process was sabotaged; Taiwanese prosecutors have indicted Tokyo Electron. Samsung has completed the development of its sixth-generation HBM4 chip and sent samples to Nvidia, awaiting mass production approval.…
NVIDIA and Synopsys announced a strategic partnership aimed at reshaping the future of engineering design with a $2 billion investment. Samsung HBM chip production capacity surpasses SK Hynix, making it the industry leader. ZTE and ByteDance jointly released the Nubia…
AWS may announce the Trainium 3 chip at Invent 2025. France has announced that it will allocate 300 million euros to fund 15 strategic research projects. The supply shortage of NAND flash memory wafers has worsened further, with contract prices…
Micron will invest $9.6 billion to build a new factory to produce AI memory chips in Hiroshima, Japan. Nikkei TSMC confirmed that a power outage at a supplier in September 2025 caused production disruptions, resulting in the scrapping of some…
