Samsung secures exclusive HBM4 supply deal for OpenAI’s Titan AI chip. Industry executives warn: Helium shortages have begun to impact technology supply chains. Micron plans to acquire JDI’s Mobilight LCD panel plant for chip assembly and testing. Elmos sale talks…
Samsung’s 2nm process yield exceeds 60%. TSMC admits some of its production capacity is nearing its peak. Samsung accelerates the deployment of Texas 2nm fab. OpenAI’s $1.4 trillion acquisition of storage devices will trigger an even greater supply gap. Synopsys’…
OpenAI COO Brad Lightcapp: Memory chip shortage becomes a bottleneck for the development of AI. Feng Li, President of SEMI China, said: The HBM market size is expected to grow by 58% to reach US$54.6 billion by 2026, with a…
CPU shortages will last for 6 months. INTEL and AMD will raise prices by 10% to 15%. Masayoshi Son’s massive investment in OpenAI is testing SoftBank’s lending capabilities. Financial Times OpenAI announced the discontinuation of video generation application Sora, claiming…
SK Hynix filed Form F-1 with the US Securities and Exchange Commission, applying for a US listing to raise approximately $10 billion. Innolux Southern Taiwan Science Park Plant 5 sold to Siliconware Precision Industries for $197.89 million. A leading memory…
Construction of TSMC’s Fab 21 in Arizona is progressing smoothly, and the P2 wafer fab is expected to begin mass production of the 3nm process as early as H2 2027. The surge in demand for AI chips has triggered a…
Upstage, a South Korean company, plans to purchase 10,000 AI chips from AMD. Tesla is poaching talent from Taiwan to manufacture chips, aiming to recruit core engineers from top companies like TSMC. STMicroelectronics: STM32 microcontrollers manufactured at Huahong’s 40nm wafer…
US senators have sent a letter to investigate NVIDIA, alleging that its licensing agreement with Groq may circumvent antitrust scrutiny. Musk: The goal of the Terafab project is to achieve more than 1 terawatt of computing power per year. OpenAI…
TSMC’s US factory is experiencing strong demand for production capacity; advanced process capacity expansion is accelerating. Musk: Tesla will complete the tape-out of its 2nm AI6 chip in December 2026. SoftBank plans to invest $500 billion to build a data…
TSMC faces a severely short supply of 2nm capacity with order backlogs extending through 2028, and the local supply chain in Taiwan is already fully booked. NVIDIA’s latest Vera Rubin platform will begin shipping in H2 2026, causing demand for…
