Apple is rumored to be spending $1 billion on Nvidia GB300 NVL72 servers. The demand for customized HBM will increase significantly in 2025. Lenovo will release a new AI PC with local AI reasoning capabilities comparable to OpenAI o1-mini. Rebellions…
Intel CEO Lip-Bu Tan: The company will divest non-core departments. Arm: Data center CPU market sales share is expected to soar to 50% in 2025. OpenAI has completed $40 billion in financing. Smith Group moved some of its semiconductor testing…
Lip-Bu Tan pointed out that 18A is progressing smoothly and Intel will give priority to strengthening AI hardware. TSMC Kaohsiung plant held a 2nm factory expansion ceremony: mass production will begin in H2 2025, and the total investment in Fab…
TSMC has made a major breakthrough in 1.4nm process. TSMC 2nm production capacity has made a great leap forward: Kaohsiung plant has started mass production ahead of schedule, and customer orders are scheduled until 2027. IDC: China accelerated server market…
TSMC and Intel have slowed their expansion in Japan and Malaysia amid weak demand and tariff uncertainty. SK Hynix completes acquisition of Intel NAND flash memory business for USD 8.85 billion. SEMI: Chinese semiconductor market to surpass $1 trillion before…
Lip-Bu Tan: Intel will compete with Nvidia in the field of AI hardware. OpenAI has temporarily limited ChatGPT image generation capabilities. It is reported that SoftBank plans to invest US$1 trillion to build an AI industrial park in US. India…
Micron price increases will be between 10% and 15%. CFM Flash Market It is said that Nvidia may adopt Intel 18A process to manufacture gaming graphics GPUs. Tom’s Hardware Former Intel CEO Pat Gelsinger: R&D is not in US. TSMC…
TSMC Arizona factory technology is 5 years behind its Taiwanese factory. Intel senior management reorganization: 3 board members resigned. Ministry of Commerce: China has sued US for imposing additional tariffs. Porsche, Mercedes face $3.7 billion hit from Trump auto tariffs. Europe…
Micron will increase prices. TSMC SoIC production capacity will double, and Nvidia Rubin and Apple M5 will adopt it. Rapidus and Quest Global reached a MOU to jointly develop 2nm customers. STMicroelectronics launches new silicon photonics process for AI and data centers.…
AI model competition: Image generation is the next new track. BIS budget cut by 10%. Senator: May undermine US leadership in AI. OpenAI expects revenue to reach $12.7 billion in 2025. Japanese media: TSMC Arizona 3rd factory will be completed…
