Trump: Nvidia may be allowed to sell a “downgraded version” of its next-generation advanced GPU chip to China. Japan Rapidus is eager to mass-produce 2nm chips and urgently needs a plan B. SEMI: HBM accounts for 25% of DRAM, which…
Nvidia and AMD plan to pay 15% of their revenue from AI chip sales in China to the US government in exchange for export licenses. It is rumored that Intel’s 18A mass production will be delayed until 2026. Samsung has…
TSMC will hold a board meeting on August 11 to report on the 2nm leak. Intel CEO Lip-Bu Tan will meet with Trump on Monday to try to resolve the “immediate resignation” crisis. Samsung investment in US may increase to…
Lip-Bu Tan responded to Trump’s demand for immediate resignation: I love America and want to revitalize Intel. Tesla’s Dojo 3 chip is rumored to be manufactured by Samsung, with Intel responsible for advanced packaging. OpenAI has restarted the GPT-4o service,…
US Department of Commerce has issued an H20 export license to China. Intel internal strife was exposed: The chairman once wanted to sell the wafer factory to TSMC, but was strongly opposed by Lip-Bu Tan. US confirmed not impose a…
Trump and Apple will announce an additional $100 billion investment in US. It is reported that OpenAI GPT-5 will be released soon, supporting “test-time computing”. Texas Instruments’ price increase of over 60,000 chip models by 10% to 30% shocked Chinese…
Taiwan: TSMC received a 100% exemption from chip tariffs due to its factory construction in US. SK Telecom has built South Korea’s largest Nvidia GPU cluster, equipped with more than 1,000 B200 chips. AMD Lisa Su assured investors that positive…
TSMC 2nm technology was leaked, and employees reportedly shared “hundreds of process integration photos” with Japan Rapidus. Jensen Huang meets with Trump to discuss implementing a “kill switch” on Chinese AI GPUs. U.S. senator wrote to Intel’s chairman, questioning Lip-Bu…
It was revealed that TSMC’s 2nm price will increase by 50% in 2026. It is reported that the yield rate of Intel’s 18A chip is only 5% to 10%. It is reported that Trump asked TSMC to choose between two…
TSMC’s 2nm secrets leaked: 3 people arrested, possibly related to equipment manufacturer TEL. It is reported that the yield rate of Intel’s 18A chip is still low, only 5% to 10%. Samsung originally planned to stop producing DDR4 memory in…
