NVIDIA’s shift to LPDDR threatens to double server memory prices by 2026. It’s reported tha US government is discussing allowing NVIDIA H200 graphics cards to be sold in China. Japan has pledged an additional $6.4 billion investment in Rapidus. Marvell…
SoftBank is investing $3 billion to renovate its Ohio factory to produce equipment needed for OpenAI data centers. Young Liu: Foxconn can produce 1,000 AI racks per week, and its production capacity will be further increased in 2026. UK plans…
Jensen Huang: Refuting the AI Bubble Theory, Disappointed at Being Unable to Sell NVIDIA AI Chips in China. Musk: AI and robots will make money “no longer important”. SK Group to lead South Korea SiC power chip program as government builds…
TSMC Luo Zhenqiu stated that N3 has received approximately 100 NTO orders and is expected to become a high-volume, long-term operating process node. Samsung regained the top spot in DRAM sales in Q3 2025. ChinaFlashMarket Key takeaways from NVIDIA’s Q3…
ASML supports Moore’s Law: It will continue to advance its process roadmap for the next 15 years. Google CEO Sundar Pichai warned that the bursting of the AI bubble will affect all companies. Trump may postpone semiconductor tariff plan. Reuters…
Nvidia shift toward smartphone-style memory technology could cause server memory prices to double by the end of 2026. Counterpoint Research US has approved the sale of advanced AI chips to companies in the United Arab Emirates and Saudi Arabia. NVIDIA…
It’s reported that TSMC Arizona plant profits plummeted by 99%. Lip-Bu Tan: Building a more powerful, focused, and easily executable intelligence network. A retired TSMC executive took confidential 2nm advanced process technology with him. STMicroelectronics unveils world’s first 18nm high-performance…
Global OLED display shipments increased by 65% year-on-year in Q3 2025, with ASUS ranking first for the first time. TrendForce Interpro has licensed Ceva’s Wi-Fi 6 and Bluetooth 5 IP to support SoCs that enable AIoT Matter. A shortage of…
It is estimated that by 2026, the output value of both wafer foundry and integrated circuit design will grow by 20%. TrendForce AMD and Eviden will power Europen first multi-gigabit computer in France, with a capacity of over 10 billion…
The fierce competition between TSMC and Intel for orders benefits semiconductor equipment manufacturers. Apple and Qualcomm may consider adopting Intel’s advanced packaging technology. Samsung fifth factory will begin operations in 2028 to meet the demand for memory chips in the…
