Nvidia GB300 AI server will be available in H2 2025. Analyst: Texas Instruments analog chip prices rose 30% and delivery cycles lengthened. US and Japan have invested heavily in EUV lithography machines, while South Korea lags behind. South Korean semiconductor…
Chips produced at TSMC US factories still need to be flown back to Taiwan for packaging. It is reported that Samsung has completed the basic design of the second-generation 2nm GAA process. Micron pushes the boundaries of PC performance with…
The release of Microsoft self-developed AI chip Braga was delayed by 6 months and its performance is inferior to Nvidia’s. Musk announced a major breakthrough in Neuralink! 7 people successfully implanted, and the fusion of human brain and AI will…
NVIDIA GB300 AI server is about to be shipped, and the demand for 1.6T optical modules is growing explosively. Intel Chief Strategy Officer Safroadu Yeboah-Amankwah will leave the company on June 30 2025. Masayoshi Son: SoftBank goal is to become…
3nm advanced process is on track! TSMC P2 US factory will be online in 2027 ahead of schedule. OpenAI leases chips from Google to undermine Nvidia dominance. Meta seeks $29 billion in financing to build an AI data center in…
More than 60 intelligent robots will be unveiled at the 2025 World Artificial Intelligence Conference in Shanghai on Jul 26-29th, 2025. Micron revenue in Q3 fiscal year 2025 is US$9.3 billion, and HBM revenue increased by 50% month-on-month. Meta and…
Hon Hai AI server shipments will double in H2 2025. It is reported that Qualcomm new generation of Snapdragon Galaxy custom processors will be outsourced to Samsung 2nm. Business Post Micron outsources a large portion of its HBM2 packaging work…
Nvidia new graphics card RTX 5090DD, designed specifically for the Chinese market, will be available in August 2025, and its performance may be reduced by 30%. WCCFtech reported Samsung Pyeongtaek P4 progress: PH1 transformed into a NAND/DRAM hybrid factory. TSMC overseas subsidiary…
Jensen Huang: After AI, robotics is Nvidia’s next trillion-dollar growth opportunity. Trump’s plan to impose a 25% tariff on imported chips has sparked an industry-wide boycott. ASE increases investment in advanced packaging, CEO Tien Wu: Demand has just begun. SEMI:…
Skipping 3nm, it is reported that the Google Pixel 11 will be equipped with TSMC 2nm version of the Tensor G6 chip. Broadcom expects to have 7 cloud-based ASIC customers by 2027. HSBC Analyst Frank Lee SEAJ: Japan semiconductor equipment…
