Nvidia has reportedly ordered 300,000 H20 chips from TSMC due to strong Chinese demand. It is reported that the price of AMD MI350 series has skyrocketed by 66.7%. TSMC US first advanced packaging plant will break ground in 2026 and…
Apple is reportedly evaluating Intel 14A process. Tesla placed an order for AI6 chips from Samsung while South Korean media revealed that TSMC 2nm production capacity is too full. Energy consumption of AI data centers doubles every three to four…
TSMC has started its advanced packaging layout in US. Nvidia N1X details revealed: 20-core CPU, 6144 CUDA computing units. Trump administration launched the American Artificial Intelligence Action Plan, vowing to resist “awakened AI.” MACOM takes over the Wolfspeed fab ahead…
SamsungTexas factory signed a chip foundry contract worth $16.5 billion with Tesla to produce AI6 chips for it. Intel stock price plummeted 8% and it faces the risk of exiting the wafer foundry market. TSMC Chiayi AP7 advanced packaging plant…
Intel: For the first time, it warned that it would consider canceling the development of 14A if no external major customers. Samsung, SK Hynix, and Micron have completed the development of DDR6 prototypes, which are expected to be widely used…
Intel was accused of concealing losses in its foundry business, and US court dismissed a class action lawsuit filed by shareholders. Samsung once rejected Nvidia’s cooperation proposals such as HBM and chip foundry, resulting in billions of dollars in losses.…
Musk: xAI will deploy chips equivalent to 50 million H100 GPUs within 5 years. TSMC Japan second factory will postpon production to 2029. Intel will lay off 21,400 employees and suspend construction of its European wafer factory. It is said…
AMD server CPU market share soared to 50%, ending Intel’s dominance. TSMC 2nm process monthly production capacity has reached 36,000 wafers, and will reach 200,000 wafers in 2028. Rapidus demonstrated 2nm wafer samples and discussed cooperation with 30-40 companies. Blackwell…
AMD Lisa Su: TSMC chip production costs in US will increase by 5% to 20%. Trump considered breaking up Nvidia to promote competition in AI chips but was told it would be “difficult.” Analyst: Intel Q2 net loss is expected…
Meta commissioned MediaTek to develop an AI inference chip: Code-named “Arke”, using a 2nm process. Digitimes Q.ANT released the world’s first AI photonic processor. The US “Stargate” project is progressing slowly, and the $500 billion investment may be significantly reduced.…
