Samsung is considering an equity investment in Intel. Samsung HBM4 is reported to have been verified by NVIDIA. Cadence and NVIDIA collaborate to revolutionize power analysis and accelerate development of billion-gate AI designs. Google Tensor G5 released: 3nm process, CPU…
Intel continues to lose talent, while Samsung is actively recruiting. Vantage Data Centers plans to invest $25 billion to build an AI data center campus in Texas. US tech stocks plummeted as research showed 95% of organizations saw no return…
US government plans to take a 10% stake in Intel in exchange for $7.9 billion in chip subsidies. British media revealed that Masayoshi Son also wants to acquire Intel’s wafer foundry business. Trump administration is rumored to be considering acquiring…
It is reported that TSMC’s 2nm initial yield has reached 64~66%, and the SRAM yield has exceeded 90%. Digital Daily TSMC’s global layout has received $4.72 billion in subsidies from the governments of US, Germany, Japan and China in recent…
It is reported that the price of a single TSMC 2nm wafer is US$30,000. Nvidia plans to exclusively supply China with its new AI chip B30A, whose performance surpasses H20. SoftBank invested $2 billion in Intel, becoming its fifth-largest shareholder.…
The Trump administration is considering acquiring a 10% stake in Intel to boost the chipmaker. US analysts say government intervention in Intel is “critical” to national security. Arm has hired an Amazon AI executive to drive its own chipmaking initiatives.…
The Trump administration plans to acquire a stake in Intel, and Nvidia and AMD may be forced to place orders. It is rumored that US is pressuring TSMC to move its latest 2nm technology to Arizona. Nvidia: H20 export controls…
It is reported that Nvidia’s self-developed HBM Base Die is locked in 3nm and is expected to start small-scale trial production in H2 2027. The Trump administration plans to use funds from the CHIPS Act to acquire shares in Intel.…
Comparison of the real gap in AI GPU chips: Nvidia’s Blackwell platform has a profit margin of up to 77.6%, while AMD performs poorly. Morgan Stanley Analyst: Nvidia H20 prices may increase by 18%, and costs will be passed on to…
The market is worried that TSMC’s AI chip production capacity will be affected by the Kanto Denka fire. Intel showcased its first non-x86 SoC based on the Intel 18A process in a bid to attract Arm and RISC-V customers. The…
