C.C. Wei: TSMC will continue to increase the production capacity of CoWoS advanced packaging in 2026. Nvidia is partnering with Australia Firmus Technologies to invest $2.9 billion in data centers. OpenAI: Oracle assists in handling AI chip export control issues.…
ASML has released good news, and the market is optimistic about TSMC accelerated expansion of 2nm production capacity. TEL opened a new R&D center in Kumamoto, targeting 1nm-level chip equipment. Nscale plans to build a large AI data center for…
TSMC strengthens foundry dominance with 71% market share in Q2 2025 driven by AI demand. Samsung HBM4E plans to achieve a transmission speed of 3.25TB/s and enter mass production in 2027. Meta is investing $1.5 billion in a 1GW data…
Intel has released a new AI chip, focusing on reasoning, in an effort to return to the AI market. AMD won a large AI chip order from Oracle, striving to catch up with Nvidia. OpenAI and Broadcom jointly developed and…
AI will dominate venture capital, attracting $192.7 billion in investment in 2025. Samsung Q3 2025 profit surged 31.8%, with strong demand for memory chips driving a recovery. xAI developed the “world model” and recruited experts from Nvidia to promote the…
Intel Fab 52 factory began mass production of 18A. Google is spending over $10 billion to build data centers in India. ABB and Nvidia collaborate on next-generation data centers. Tech giants are signing multi-billion dollar deals in AI, cloud computing…
Analysts predict: TSMC Q3 2025 profit will surge 28% driven by strong demand for AI infrastructure. AI godfather Geoffrey Hinton: America AI advantage is unsustainable, and China should lead AI security. OpenAI also announced the purchase of 10 gigawatts of…
TSMC advanced packaging production capacity will reach full capacity in 2026, and ASE and King Yuan Electronics will also usher in strong growth. The launch of Apple iPhone 17 has driven a surge in TSMC orders. BYD R&D expenses in…
1.TSMC share of the pure-play foundry market exceeded 70% in Q2 2025, with SMIC ranking third. 2.DRAM quotes soared, and Samsung Q3 2025 profit may reach US$7.1 billion, the highest since 2022. 3.The Trump administration has increased investment in rare…
Intel officially launched the new generation of Core Ultra processors (code-named Panther Lake) produced using the most advanced 18A process, and the product yield exceeded market expectations. Amkor invested USD 7 billion to lay the foundation for its packaging and…
