Jefferies: Nvidia profit margin is expected to soar to 80% in 2025. Intel foundry division will host the Direct Connect Asia event on June 24, 2025 in Seoul, South Korea. Germany automotive industry association (VDA) has warned that China’s controls…
TSMC 2nm yield exceeds 90%, and its US factory will mass-produce Nvidia AI chips. Foxconn spent nearly US$56.55 million to obtain the right to use two factories in Texas, USA, to expand AI server production capacity. Nvidia AI micro-supercomputer DGX…
TSMC 2nm yield rate has reached 90%, and its US factory is about to reach full production. Japan’s Automotive Chip Alliance ASRA submits communication standards to UCIe. Tata Electronics plans to acquire a Malaysian semiconductor company to increase ATMP production…
TSMC 1.4nm wafer foundry price may be as high as US$45,000, a 50% increase from 2nm. Morgan Stanley: China’s AI GPU self-sufficiency rate will increase to 82% in 2027. Foxconn’s revenue engines: AI servers, ICT and electric vehicles. MediaTek is…
US DOE said that the Doudna supercomputer, scheduled to be put into operation in 2026, will use technology from Nvidia and Dell. TSMC is evaluating building a chip factory in the UAE, but needs US approval. US export controls backfire,…
Nvidia has broken out and developed a downgraded chip for the Chinese mainland market, and it is expected that the B30 will meet US standards. SoftBank and Intel are working together to develop a new type of AI memory that…
The US federal appeals court intervened and Trump tariff suspension order was overturned. AMD is rumored to launch a Chinese version of its AI chip in July 2025. Synopsys, Cadence, and Siemens received export control notifications targeting China from BIS.…
MediaTek CEO Tsai Ming-kai is optimistic about the cloud ASIC market and will cooperate with NVIDIA to expand into the AI field. TI and NVIDIA collaborate on 800V power architecture for next-gen AI data centers. Foxconn Chairman Young Liu: Driven by…
South Korea launches $1.16 billion AI GPU support project. MediaTek flagship chip revenue doubled, contributing more than US$2 billion in revenue by 2024. EdgeCortix, AI chip startup, received a $21 million subsidy from the Japanese government. India-made iPhone exports to…
Nvidia: US chip export controls on China will cause Nvidia to lose $8 billion in Q2 2025. The US Court of International Trade has ruled that Trump’s “Liberation Day” tariff policy is invalid. Jensen Huang: Nvidia chips have entered the…
