Nvidia: Trump’s plan is uncertain and involves legal risks, and will not paying 15% share of chip revenue in China. Intel received $5.7 billion in funding, and the US government officially acquired a 9.9% stake. Google new TPU Ironwood integrates…
Nvidia GB200 NVL72 can bring a profit margin of 77.6% to AI factories, while AMD’s MI355X has -64%. Morgan Stanley The investigation into TSMC’s 2nm theft case has concluded: All three suspects have pleaded guilty and will be sentenced to…
TSMC Arizona plant has begun mass production of 2nm process in Q4 2025, and Apple has locked in nearly 50% of the initial production capacity. TSMC will start construct 1.4nm wafer factory in Taiwan in October 2025, with an initial…
TSMC US packaging plant has begun land preparation and aims to open in 2028. IBM announced a collaboration with AMD to develop a quantum-centric supercomputing architecture. Taiwan: The impact of US chip tariffs on TSMC is limited, as only 1%…
TSMC 2nm process will enter mass production in Q4 2025, and its monthly production capacity will reach 100,000 wafers in 2026. Rebellions has launched a 4nm AI chip, REBEL-Quad, which it claims offers performance comparable to that of the Nvidia…
TSMC has been vigorously promoting local suppliers, and the proportion of indirect raw materials from Taiwanese factories has reached 65%. Trump has strongly supported the government acquired stake of Intel and said he would promote more similar deals. The Economist:…
Intel has warned that US government’s stake could hurt its international sales and future subsidies. Chinese manufacturers have stopped purchasing the Nvidia H20. Jefferies/Reuters/BBG Jensen Huang: Nvidia will launch a “new brain” for humanoid robots. Belgian imec and Ghent University have…
C.C. Wei confirmed that the US government will not invest in TSMC. AMD, Nvidia, and Broadcom are competing for advanced process production capacity, and TSMC’s US factories are also accelerating mass production. Intel received $9 billion in government investment, but…
It is reported that TSMC has stopped using equipment from mainland China to produce advanced 2nm chips. Nvidia B30 chip, specifically for the Chinese market, is about to debut, offering about 80% of the performance of a standard Blackwell GPU. SK…
Rubin GPU is about to be trial-produced, and Jensen Huang will visit TSMC again and also celebrate Morris Chang’s birthday. TSMC director: Kumamoto Fab 2 will start construction within 2025. Jensen Huang: Hope Taiwanese government can help solve the problem…
