NVIDIA has been authorized to sell H200 chips to China, but it will have to pay a 25% cut to the US government. Intel will become Tata Electronics’ first major customer for its wafer fab in India. LG Energy Solutions…
NVIDIA CEO Jensen Huang recently stated that the US is progressing too slowly in building AI infrastructure and may be overtaken by China in the “AI race.” SK Hynix has postponed its HBM4 mass production plan and plans to significantly…
IDC predicts that the wafer foundry market will grow by 20% in 2026, with TSMC accounting for 73.1% of the market share. AMD CEO Lisa Su stated that chip sales to China will incur a 15% tax on payments to…
TSMC Phoenix plant construction faces challenges. Meta has cut back on funding for the metaverse and shifted its focus to AI-powered wearable devices. AWS CTO Werner Vogels: As long as developers continue to grow and improve, AI will never replace…
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:…