Jensen Huang: Nvidia’s fastest AI chip, the Blackwell graphics processor, is already in mass production in US; Blackwell/Rubin sales are expected to reach $500 billion. It’s reported that TSMC 3nm orders have surged thanks to the strong market performance of…
South Korean tungsten hexafluoride suppliers have significantly raised prices for semiconductor manufacturers by 70%-90%. Wingtech issued a statement demanding that the Dutch government return control of Nexperia. Nexperia turmoil: Dutch government takeover sparks global supply chain tension. STMicroelectronics Q3 revenue…
The solid-state drive (SSD) production lines of Samsung, SK Hynix and Kioxia are all operating at full capacity, and delivery of some model orders has been scheduled for H2 2026. SK Hynix said that the growth rate of HBM will…
Nvidia and Deutsche Telekom plan to build a $1.2 billion data center in Munich. Synopsys LPDDR6 IP is first validated on TSMC N2P process, leading low-power memory innovation. Qualcomm releases AI200 and AI250, redefining inference performance for rack-mounted data centers…
Samsung to supply SSDs for Nvidia DGX Spark supercomputer. TSMC: Rare earth inventories can last for “one to two years”, but long-term supply risks remain. US Department of Energy and AMD have reached a $1 billion agreement to jointly build…
Samsung cut the price of its HBM3E chips by 30% in an attempt to regain market share. South Korea invests $1.4 billion to build AI data centers, with Samsung joining the effort. Chinese self-driving taxi companies accelerate overseas expansion, while…
TSMC Kumamoto Fab 2 has started construction: Focusing on 6nm process, and will be put into production by the end of 2027. Intel new AI PC processors are driving a wave of device replacements. Microsoft Windows 11 will have enhanced…
SEMI: Global semiconductor sales are expected to exceed US$700 billion in 2025, with the goal of exceeding US$1 trillion by 2030. Anthropic will invest tens of billions of dollars to purchase one million AI chips from Google to train the…
Apple Houston factory has begun shipping AI servers equipped with special chips. Intel 2025 Q3 revenue was $13.65 billion, exceeding expectations, with AI and foundry businesses becoming growth engines. Microsoft AI director distances himself from OpenAI: We will not develop…
TSMC 2nm process pricing is high, and Apple A20 chip cost may reach $280. Musk: Samsung and TSMC will jointly produce Tesla AI5 chip. TSMC abandoned its $400 million procurement of ASML lithography equipment and instead adopted a lower-cost 2nm…
