Jensen Huang appeared at the China International Supply Chain Expo: Got a large number of H20 chip orders and customers are waiting for delivery notice. ASML: 2025 Q2 net sales of 7.7 billion euros, the first EXE:5200B high NA lithography…
Google: Will invest $25 billion in data center and AI infrastructure construction in US in the next two years. The US Department of Defense signed high-value contracts with 4 major AI giants (Google, OpenAI, xAI and Anthropic PBC) to accelerate…
AMD confirmed: Will resume exporting MI308 chips to China. Oracle will invest $3 billion in AI and cloud computing facilities in Germany and the Netherlands. US: Nvidia resumption of H20 chip supply to China was part of rare earth negotiations.…
The GB300 AI chip and Apple new iPhone 17 series will drive TSMC revenue to exceed US$100 billion for the first time in Q2 2025. Intel cuts 4,000 jobs in US. Goldman Sachs is trialing Devin, its first AI bot.…
It is reported that Intel 18A process yield has increased to 55%, surpassing Samsung 2nm. Malaysia Ministry of Trade: Exporting AI chips originating from US requires a trade license. NVIDIA leads the AI data center revolution: 800V high-voltage DC architecture…
Intel has outsourced the manufacturing of its 2026 blockbuster desktop processor Nova Lake-S to TSMC and is currently entering the 2nm process design finalization stage. Jensen Huang: The Chinese military is unlikely to use American AI chips. Musk xAI plans…
The 2nm foundry node yields of TSMC, Intel, and Samsung are approximately 65%, 55%, and 40%, respectively. Jensen Huang: US has approved the sale of H20 chips to China. Meta will invest hundreds of billions of dollars to build AI…
Intel’s market share in gaming PC processors is expected to fall to 16%. Huawei is rumored to plan to redesign its AI chips, moving from ASIC to GPGPU. Alibaba DAMO Academy has reached a cooperation with the International Telecommunication Union…
Lip-Bu Tan: Intel has fallen out of the top 10 semiconductor companies. xAI releases Grok 4: Built with 100,000 H100 GPUs. Musk calls it “smarter than PhD”. JEDEC releases new LPDDR6 standard to improve mobile and AI memory performance. Apple 7…
No one can stop Zuckerberg with an annual salary of $100 million and a 72-hour offer. The number of Arm server customers has exceeded 70,000, a 14-fold increase in four years. OpenAI CEO Altman is “looking forward” to a conversation…
