Intel: The first 18A process PC chip will be mass-produced in 2025. US has approved Nvidia to export AI chips to the UAE, providing key support for the Middle East’s “Stargate” program. OpenAI hinted that it would not place an…
Lip-Bu Tan: Intel chip foundry business will “grow threefold” and advanced packaging is a huge opportunity. TSMC’s revenue in Q3 2025 and the first three quarters both hit record highs, with revenue in the first three quarters increasing 36.4% year-on-year.…
Oracle gross margins on leasing Nvidia GPUs are low. Lisa Su gave a vague response to AMD decision to outsource its chip manufacturing to Intel. Chinese researchers have solved the contact problem of all-solid-state metal lithium batteries. Wolfspeed reborn with…
Jensen Huang discusses Nvidia new collaboration with OpenAI: The first direct purchase of cloud services. It is reported that Nvidia will invest in Musk xAI and participate in US$20 billion in financing. AMD processor market share has exceeded 40%, breaking…
TSMC another 1.4nm fab is under evaluation. Intel will customize x86-based CPUs for NVIDIA. There may be an $800 billion “investment bubble” in global AI infrastructure by 2030. Bain Capital The GaN market is expected to reach US$3 billion by 2030,…
TSMC Kaohsiung F22 plant successfully produced the first batch of 12-inch 2nm wafers as the land reclamation time was shortened from 17 years to 2 years. OpenAI and AMD announced a multi-billion dollar chip order to jointly develop AI data centers. Rapidus…
TSMC Kaohsiung plant successfully completed trial production of 2nm chips. Nvidia is frustrated by stalled AI chip deals in the UAE. AMD is confident that it can cope with the combination of Intel and NVIDIA and launch new architectures. A…
AI is out of stock! TSMC US dollar revenue has increased quarter by quarter, and it is expected to exceed the target of 30% for the full year. Strong shipments of AI servers and iPhone 17 helped Hon Hai achieve a…
Intel is in preliminary talks with AMD, hoping to win AMD as its foundry customer. DRAM and NAND spot prices continue to rise. TrendForce With high-end smartphone SoC shipments projected to grow 74% annually through 2025, generative AI capabilities will…
Samsung and SK Hynix will both participate in OpenAI’s global data center and the US “Stargate” project, and will ensure the supply of 900,000 DRAM wafers and 900,000 HBM wafers to OpenAI per month respectively. OpenAI is reportedly allowing employees…
