US government has intervened to block Nvidia from selling its latest AI chip, the B30A, to China. ASML China President Shen Bo: DUV remains the mainstay of chip imaging. The growth of AI computing power far exceeds Moore’s Law; energy…
It’s reported that TSMC has notified Apple of a new round of chip price increases. Samsung Exynos 2600 chip uses HPB thermal management technology. Elon Musk: Tesla will have to build a large chip factory and may partner with Intel.…
ASML is assembling an EUV field service team for Samsung Taylor factory. SoftBank’s Japanese telecommunications company is in talks to acquire Nvidia Rubin chip. It’s reported that TSMC is pushing forward with advanced manufacturing processes and packaging technologies, gradually transferring…
Nvidia joins India DeepTech Alliance to support startup growth. AMD CEO Lisa Su: Instinct MI308 AI chip has received export license from China. Samsung distributes performance bonuses to the HBM4 team based on treasury stock. Arm emphasized that developing its…
Jensen Huang criticizes the US: China will win the AI race. TSMC has broken ground on its 1.4nm wafer fab in the Central Taiwan Science Park, with a total investment of $48.48 billion and is expected to begin mass production…
Samsung is accelerating the adoption of 1c DRAM equipment, aiming to achieve mass production of HBM4 by early 2026. Musk: AI5 chip samples are expected to be available in 2026, with mass production planned to begin in 2027. Intel Israel…
The widening capacity gap at CoWoS is primarily due to strong demand from Nvidia and AMD. SK Hynix deepens cooperation with TSMC to jointly develop new base dies on HBM. Deutsche Telekom and Nvidia have partnered to create a $1.17…
TSMC: Its pricing strategy is not driven by opportunity. Samsung is expected to deliver final verification samples of HBM4 to Nvidia in November 2025. Micron is redesigning its HBM4 chip due to yield issues, and its supply may be delayed…
TSMC advanced process technology is expected to see unprecedented price increases for the fourth consecutive year, driven by strong demand in the AI market. OpenAI has signed a $38 billion deal with Amazon to acquire the rights to Nvidia chips.…
TSMC 1nm process is being implemented ahead of schedule at the Central Taiwan Science Park, with construction scheduled to begin on November 5th 2025 and mass production to begin in 2028. TSMC has achieved a major breakthrough in silicon photonics…
