As AI competition intensifies, South Korea plans to snap up 10,000 GPUs in 2025. Apple self-developed 5G baseband is weaker than Qualcomm, and iPhone SE 4 will be equipped with it. South Korean media xAI is reportedly seeking $10 billion…
Samsung, SK Hynix and Micron will stop producing DDR3 and DDR4 in 2025. Nanya and Winbond are expected to benefit from order transfer. Nikkei News Infineon announced that it has delivered the first batch of 8-inch silicon carbide products to…
The latest news from foreign media and the supply chain said that TSMC may hold a 20% stake in Intel Foundry Services (IFS) through technology valuation or actual investment. IFS will also introduce investment from Qualcomm and Broadcom to promote…
Samsung chip chief Jeon Young-hyun went to US to discuss HBM3E supply issues with Nvidia Jensen Huang. Micron won the order from Nvidia and started mass production of 12-layer HBM stack. AMD plans to introduce Samsung 4nm process into its…
OpenAI officially rejected Musk $97.4 billion acquisition offer. Nvidia significantly reduced its stake in Arm and invested in Chinese self-driving startup WeRide. Insider: At the request of the Trump administration, TSMC is considering acquiring Intel US factories. Dell is close…
Analyst Vijay Rakesh: Nvidia can achieve $259 billion in AI business revenue by 2027. ASUS was ordered to pay $10.5 million for infringing Lux Technology MOSFET patent. Trump postponed the TikTok ban until April 5, 2025, and TikTok returned to…
It is reported that the Trump administration is reviewing the CHIPS Act and the $39 billion subsidy may postpone funding or renegotiate. TechInsights analysis: Intel 18A may provide higher performance, while TSMC N2 may provide higher transistor density. Arm plans…
Ming-Chi Kuo: The supply of Nvidia RTX 50 graphics card chips is tight, and the mass production of RTX 5070/5060 may be postponed to March and April in 2025 respectively. Google CEO: It will take another 5 to 10 years for quantum…
TSMC US board of directors announced a resolution: approving a $17.1 billion capital budget, but did not make any new resolutions on investment in the United States. Samsung plans to increase foundry production, and the Pyeongtaek plant will operate at…
It is reported that the United States is pushing Intel and TSMC to establish a joint venture chip foundry. Joseph Tsai confirmed that Alibaba is working with Apple to launch artificial intelligence (AI) features for Chinese iPhone users. OpenAI releases…
