US Department of Commerce has issued an H20 export license to China. Intel internal strife was exposed: The chairman once wanted to sell the wafer factory to TSMC, but was strongly opposed by Lip-Bu Tan. US confirmed not impose a…
Trump and Apple will announce an additional $100 billion investment in US. It is reported that OpenAI GPT-5 will be released soon, supporting “test-time computing”. Texas Instruments’ price increase of over 60,000 chip models by 10% to 30% shocked Chinese…
Taiwan: TSMC received a 100% exemption from chip tariffs due to its factory construction in US. SK Telecom has built South Korea’s largest Nvidia GPU cluster, equipped with more than 1,000 B200 chips. AMD Lisa Su assured investors that positive…
TSMC 2nm technology was leaked, and employees reportedly shared “hundreds of process integration photos” with Japan Rapidus. Jensen Huang meets with Trump to discuss implementing a “kill switch” on Chinese AI GPUs. U.S. senator wrote to Intel’s chairman, questioning Lip-Bu…
It was revealed that TSMC’s 2nm price will increase by 50% in 2026. It is reported that the yield rate of Intel’s 18A chip is only 5% to 10%. It is reported that Trump asked TSMC to choose between two…
TSMC’s 2nm secrets leaked: 3 people arrested, possibly related to equipment manufacturer TEL. It is reported that the yield rate of Intel’s 18A chip is still low, only 5% to 10%. Samsung originally planned to stop producing DDR4 memory in…
TSMC four 2nm wafer fabs will begin mass production in 2026, with a monthly production capacity of 60,000 wafers.AMD needs not only powerful AI chips, but an ecosystem to challenge Nvidia.DDR4 prices soared, doubling in one month. Nikkei NewsUS has…
TSMC’s 2nm leak crisis reportedly: Multiple employees were fired and filed legal action. Samsung established InnoX Lab, dedicated to promoting AI and humanoid robots. Foxconn is selling its Ohio electric vehicle factory for $375 million and will focus on developing…
Meta sells $2 billion worth of data center assets to share AI infrastructure costs. Rapidus will compete with TSMC for talent. Musk: Real-time AI video rendering technology is expected to be realized within 3-6 months. TSMC orders for consumer applications…
The AI race is expected to drive spending by major US tech companies to $344 billion by 2025. Nvidia and CapitalG plan to invest in Vast Data, which could value the company at $30 billion. It is reported that OpenAI…
