TSMC demand for advanced packaging is strong, and the focus of production expansion is CoWoS-L. Foreign investors are concerned about whether TSMC and Intel will set up a joint venture. TrendForce estimates that NVIDIA GB300 will expand the shipment scale…
Jensen Huang: The US four major cloud leaders (Amazon, Microsoft, Google, Meta) have purchased 3.6 million Blackwell chips in 2025. Amazon cut prices to promote its own AI chip, Trainium, which has the same computing power as servers using Nvidia…
Comparison of AI models between China and US: OpenAI’s price is much higher than Baidu and DeepSeek. Investment in AI by tech giants has surged and is expected to reach $525 billion by 2032. DRAM chip prices have soared as demand…
TrendForce: Nvidia will launch the GB300 chip ahead of schedule in Q2 2025. Following SanDisk, Micron and Samsung will also raise prices in April 2025. The Information reported that the services currently provided by Manus are limited by server capacity…
Google and MediaTek are developing AI chips, which are expected to be produced by TSMC in 2026. Packaging and testing whitelist effect: ASE, Siguard Microelectronics, Ardentec have obtained transfer orders. Intel new CEO Lip-Bu Tan plans to reorganize AI strategy…
Foxconn AI server revenue will account for more than 50% in 2025. Liu Yangwei: Tariffs are the biggest headache for CEOs. Foxconn will increase production in US. It was reported that the Governor of Arizona, USA, visited Taiwan and met with…
Nvidia GB300 will be unveiled: Foundries’ bargaining power has weakened, and only TSMC has the ability to raise prices. There are 6 highlights to look forward to at the NVIDIA GTC conference. AI chip cooling faces new challenges: Intel “superfluid…
It is reported that Tencent recently purchased H20 chips worth hundreds of billions of CNY/RMB from NVIDIA. Apple M3 Ultra can support the full version of DeepSeek R1 and consumes only 200W of power. Altera releases new Agilex 3 FPGA,…
AWSC grabs orders for Apple robots. Infineon: DeepSeek is expected to improve efficiency, but energy consumption of AI data centers will still surge. Moore’s Law GPU native FP8 computing helps AI training. The AI craze is driving the recovery of the…
SoftBank and OpenAI plan to invest US$6.77 billion to build an AI data center in Japan. The global AI craze has driven the recovery of the storage market, and SanDisk plans to raise prices by 10%. Senior UAE officials will…
