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…
Intel CEO Lip-Bu Tan is personally overseeing the AI business; the former CTO Sachin Katti has left to join OpenAI. Micron wafer fab project in Clay, New York, will be significantly delayed until 2033 before it can begin production. Texas…
TSMC Chairman C.C. Wei: Jensen Huang came to ask for more chips. Microsoft has disclosed side-channel attacks with a hit rate of over 98%, which can monitor your conversations with AI. China’s Ministry of Commerce has exempted Nexperia chips from…
Nvidia hopes TSMC will supply more wafers to meet strong AI demand. The price of TSMC’s chip manufacturing process below 5nm will increase by about 8-10% starting 2026, which will significantly increase the cost of the iPhone 18. TSMC 3nm…
Jensen Huang personally attended TSMC’s sports meet to express his gratitude and revealed that the next-generation Rubin chip has entered the production line. Google has announced that its seventh-generation self-developed TPU chip, Ironwood, will be officially released in the coming…
Samsung will showcase its latest LPDDR6 memory, with speeds up to 10.7Gbps, at CES 2026. China’s Ministry of Commerce announced the suspension of certain export control measures on dual-use items such as gallium, germanium, and graphite to US. It’s reported…
US government has intervened to block Nvidia from selling its latest AI chip, the B30A, to China. ASML China President Shen Bo: DUV remains the mainstay of chip imaging. The growth of AI computing power far exceeds Moore’s Law; energy…