Arm announces: AI data center chip will adopt NVIDIA NVLink technology. ASUS and MSI are snapping up DRAM in large quantities, and the panic buying in the market may continue until 2027. SK Group will lead the R&D of next-generation…
Taiwan plans to invest US$3.2 billion to build an “AI island”. Samsung has secured 2nm chip orders from two major Chinese mining machine giants, which could bring in $480 million in revenue annually. Nexperia Dutch has rejected China’s accusations, and…
TSMC order book is already full until 2028 with a strong demand for AI. Tesla joins the AI chip race, with Musk vying for TSMC advanced process capacity. Data centers are rapidly expanding into space. Hyundai Motor: Plans to invest $86.2…
South Korean business giants have announced investment plans in South Korea; Samsung plans to invest more than $310 billion over the next five years. Former Google CEO Eric Schmidt: Most countries will likely eventually use Chinese AI models. OpenAI has…
Demand from customers such as Nvidia, AMD and Tesla is surging, making TSMC’s 3nm process highly sought after and prompting the company to urgently expand its production capacity. Morgan Stanley Goldman Sachs: China AI data center capacity is expected to…
Samsung and SK Hynix plan to complete the development of HBM4E in H1 2026. IBM unveils Loon, a new experimental quantum computing chip. Micron will launch a large-scale recruitment drive in South Korea to compete for HBM talent. Vietnam high-tech…
With DRAM prices continuing to rise, SK Hynix profit margins for related businesses may exceed 70%. Samsung, SK Hynix, and Kioxia plan to raise NAND flash memory prices and cut production. Baidu releases new generation Kunlun chips M100 and M300.…
Samsung aims to capture 20% of the wafer foundry market by 2027. Power shortages have hampered the development of AI infrastructure in US, leaving Nvidia data center in Santa Clara idle. Foxconn secures another major Open AI order. SanDisk: NAND…
Insiders revealed that TSMC will raise the prices of its products using processes below 5nm by 8%-10% in 2026. Google will invest $6.41 billion in Germany to expand its AI data center. Microsoft is investing $10 billion to build an…
TSMC N3 capacity will face a severe shortage; some customers are raising prices to secure capacity. JPMorgan Chase Intel foundry revenue is projected to reach $120 million by 2025. SemiAnalysis AI industry will need $5 trillion in funding over the…
