Intel: For the first time, it warned that it would consider canceling the development of 14A if no external major customers. Samsung, SK Hynix, and Micron have completed the development of DDR6 prototypes, which are expected to be widely used…
Intel was accused of concealing losses in its foundry business, and US court dismissed a class action lawsuit filed by shareholders. Samsung once rejected Nvidia’s cooperation proposals such as HBM and chip foundry, resulting in billions of dollars in losses.…
Musk: xAI will deploy chips equivalent to 50 million H100 GPUs within 5 years. TSMC Japan second factory will postpon production to 2029. Intel will lay off 21,400 employees and suspend construction of its European wafer factory. It is said…
AMD server CPU market share soared to 50%, ending Intel’s dominance. TSMC 2nm process monthly production capacity has reached 36,000 wafers, and will reach 200,000 wafers in 2028. Rapidus demonstrated 2nm wafer samples and discussed cooperation with 30-40 companies. Blackwell…
AMD Lisa Su: TSMC chip production costs in US will increase by 5% to 20%. Trump considered breaking up Nvidia to promote competition in AI chips but was told it would be “difficult.” Analyst: Intel Q2 net loss is expected…
Meta commissioned MediaTek to develop an AI inference chip: Code-named “Arke”, using a 2nm process. Digitimes Q.ANT released the world’s first AI photonic processor. The US “Stargate” project is progressing slowly, and the $500 billion investment may be significantly reduced.…
Samsung strives to steadily advance the 2nm GAA process within three years. Nikon releases the DSP-100 lithography machine designed specifically for advanced packaging. Barclays warns: US semiconductor tariffs may be introduced after mid-August, and AI chips and equipment are also…
Oracle will provide 2 million AI chips for OpenAI data centers. It is reported that Musk xAI raised another $12 billion to acquire Nvidia chips to fighting for data center expansion. Samsung will gradually introduce hybrid bonding technology starting with…
Sam Altman: OpenAI will have over 1 million GPUs online y the end of 2025. It is reported that TSMC plans to expand its 2nm monthly production capacity to 100,000 wafers in 2026. The major innovation of iPad Pro brings…
Rapidus has started trial production of 2nm and will provide PDK in Q1 2026. Nvidia new AI chip B30, exclusively supplied to China, will be shipped in Q4 2025, and the price may be 40% lower than in H20. EU…
