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…
More than 800 world leaders, including the godfather of AI, have called for a ban on the development of “superintelligence.” Arm and Meta deepen strategic collaboration to create a new era of AI. Samsung and SK Hynix plan to raise…
Samsung 2nm GAA process breakthrough gives the Exynos 2600 outstanding performance. Microsoft CEO Satya Nadella receives $96.5 million in salary, the highest ever, for his “extraordinary performance” in AI. OpenAI has launched Atlas, an AI-powered browser that challenges Google Chrome dominance.…
China slams the Dutch takeover of Nexperia, severely impacting the supply chain. Samsung 2nm counterattack: Strives to regain the throne of wafer foundry in 2025, with a target yield rate of nearly 70%. Industry SSD prices rose again, but the…
Trump: US government’s investment in Intel brought $40 billion in profits. Nvidia announced that Google Cloud G4 virtual machines, powered by Nvidia RTX Pro 6000 Blackwell GPUs, are now generally available. Foundry 2.0 grew by 19% year-on-year, and TSMC’s market…
TSMC 1.4nm advanced process factory has begun construction and mass production is expected in H2 2028. Intel showcases the Gaudi 3 and B200 hybrid AI rack. Samsung plans to release the 12-layer HBM4 at the Samsung Tech Expo 2025 from…
Nvidia announced that TSMC Arizona factory has produced the first Blackwell wafer. Microsoft and Intel are collaborating to develop 18A process AI chips. Micron plans to stop supplying data center server chips to China. Jensen Huang: Nvidia share of China…