OpenAI, Oracle, and SoftBank announced the expansion of the Stargate infrastructure project, which will include the construction of 5 AI centers across US. AI is triggering a “storage super cycle” and Samsung price increases may continue until 2026. Morgan Stanley…
Inside Nvidia $100 billion investment in OpenAI: Jensen Huang and Sam Altman reached an agreement in last-minute negotiations. CNBC TSMC upcoming 2nm (N2) process could see a 50% price increase. Wccftech It’s reported that Nvidia is incubating the Robotaxi (driverless…
Intel is reportedly seeking investment from Apple and the two sides have started negotiations on cooperation. Bloomberg Samsung HBM market share is expected to exceed 30% in 2026. Counterpoint Research TSMC is using AI to improve chip energy efficiency, with…
TSMC 2nm node is in high demand, and technology giants are scrambling to develop HPC and AI. Intel is in talks with TSMC for investment or collaboration. MediaTek: Plans to tape out in TSMC Arizona factory to meet the needs of…
Industry insiders said that TSMC 3nm process N3P CPU foundry price has risen by 20%, and the price increase of 2nm process will exceed 50% in 2026. Samsung DRAM and NAND prices are following Micron lead, with Q4 2025 increases…
Samsung 12-layer fifth-generation high-bandwidth memory (HBM3E) product has reportedly passed Nvidia quality testing and will soon begin shipping. The training cost of DeepSeek-R1 is $294,000. It is reported that xAI raised $10 billion in financing with a valuation of $200…
Jensen Huang discussed his investment in Intel, expecting will expand the market by $50 billion annually. OpenAI has partnered with Luxshare and Goertek to build new AI hardware, with the goal of shipping 100 million units. The iPhone 17 still…
TSMC continues to improve EUV lithography efficiency, increasing wafer output 30 times in 6 years. ASM fully deploys ALD and new materials to address the challenges of GAA and CFET. Samsung is reported to have signed a Power11 chip foundry…
Nvidia poached the CEO and team of AI chip startup Enfabrica for more than $900 million and will license its technology. Microsoft announced it will invest $4 billion to build a second data center in Wisconsin. The first data center,…
Apple will take over more than half of TSMC 2nm production capacity in 2026 and adopt WMCM advanced packaging. Dell is backing Intel, with the PowerEdge XE7740 set to feature the Gaudi 3 AI chip. Huawei Ascend AI chip roadmap…
