It’s reported that TSMC 2nm process has limited improvements in PPA (Power Productivity) and the price may be lower than expected. Musk stated that he will be “deeply involved” in Tesla’s chip design. Meta Platforms is reportedly considering spending billions…
It’s reported that the yield rate of Samsung 2nm Exynos 2600 chip has reached 60%. Amazon plans to invest $50 billion to expand the US government’s AI and supercomputing capabilities. It’s reported that AMD graphics card prices will rise by…
TSMC C.C. We: Demand for advanced processes far exceeds expectations, while production capacity is insufficient. Reports indicate that Marvell and MediaTek are considering adopting Intel EMIB advanced packaging technology in their ASIC projects. Musk announced the completion of the AI5…
Samsung is investing an additional $1.9 billion to upgrade its US factory, deepening its high-end manufacturing strategy. Apple self-developed WiFi chip offers 40% better performance than the iPhone 16 series. AI servers are driving PCBs into the “three-high era,” characterized…
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…