TSMC 1.4nm wafer foundry price may be as high as US$45,000, a 50% increase from 2nm. Morgan Stanley: China’s AI GPU self-sufficiency rate will increase to 82% in 2027. Foxconn’s revenue engines: AI servers, ICT and electric vehicles. MediaTek is…
US DOE said that the Doudna supercomputer, scheduled to be put into operation in 2026, will use technology from Nvidia and Dell. TSMC is evaluating building a chip factory in the UAE, but needs US approval. US export controls backfire,…
Nvidia has broken out and developed a downgraded chip for the Chinese mainland market, and it is expected that the B30 will meet US standards. SoftBank and Intel are working together to develop a new type of AI memory that…
The US federal appeals court intervened and Trump tariff suspension order was overturned. AMD is rumored to launch a Chinese version of its AI chip in July 2025. Synopsys, Cadence, and Siemens received export control notifications targeting China from BIS.…
MediaTek CEO Tsai Ming-kai is optimistic about the cloud ASIC market and will cooperate with NVIDIA to expand into the AI field. TI and NVIDIA collaborate on 800V power architecture for next-gen AI data centers. Foxconn Chairman Young Liu: Driven by…
South Korea launches $1.16 billion AI GPU support project. MediaTek flagship chip revenue doubled, contributing more than US$2 billion in revenue by 2024. EdgeCortix, AI chip startup, received a $21 million subsidy from the Japanese government. India-made iPhone exports to…
Nvidia: US chip export controls on China will cause Nvidia to lose $8 billion in Q2 2025. The US Court of International Trade has ruled that Trump’s “Liberation Day” tariff policy is invalid. Jensen Huang: Nvidia chips have entered the…
Nvidia Jensen Huang: China’s AI development will continue with or without American chips. Samsung India executives seek reversal of $81 million tax evasion penalty. AMD acquires silicon photonics chip company Enoemi to enhance co-packaged optics technology for AI systems. Arm’s…
TSMC Munich Design Center is expected to open in Q3 2025. Qualcomm released a research report: Qualcomm modem has better information transmission speed than Apple C1. Due to insufficient supply, Asahi Kasei will stop supplying PSPI, a key material for…
TSMC is still evaluating whether to adopt high-NA EUV lithography machines in future process nodes. Nvidia earnings report will reveal the impact of US chip export controls on China. Deutsche Telekom plans to work with SAP, Ionos and Schwarz to…
