Nvidia Jensen Huang reiterated that the US’s control over China’s H20 chips is “deeply painful” and will result in a loss of $15 billion in revenue. MediaTek Rick Tsai: The first 2nm chip will be taped out in September 2025.…
Jensen Huang: Universal robots will unlock the next trillion-dollar industry. Jensen Huang Computex speech: GB300 will be launched in Q3 2025 and will provide NVLink technology license. Qualcomm enters the data center market, Amon: The new CPU is designed for…
Nvidia plans to build a new R&D center in Shanghai. AMD x86 server CPU market share grew to 39.4%. US congressmen proposed the “Chip Security Act”, requiring AI chips to have built-in location tracking mechanisms within 180 days. French company…
Jensen Huang held a banquet to celebrate the mass production of the Grace Blackwell system and personally escorted C.C. Wei to the car. TSMC advanced process capacity utilization remains strong, and it may operate at full capacity in the fourth…
TSMC plans to increase foundry prices by 10%, Jensen Huang: Worthful. AMD claims that TSMC 2nm process is superior to all other alternatives and has revealed that it may also adopt Samsung process. Jensen Huang said for the Chinese market…
AI boom drives global chip market to $683 billion, Infineon and STMicro fall from top 10. TDK prepares to supply batteries for thin AI devices. Top 10 OSAT vendors post modest growth in 2024 amid rising demand for advanced packaging.…
TSMC Zhang Xiaoqiang: AI drives future advanced process and advanced packaging needs. TSMC 2nm customer adoption rate in the first year will be twice that of 3nm BIS: Using Huawei Ascend chips anywhere in the world violates US export controls.…
TSMC: 9 new factories will be built around the world by 2025, and Taichung Fab 25 will mass-produce process technology below 2nm. US plans to allow the UAE to import 500,000 advanced Nvidia AI chips each year. Nvidia will supply…
TSMC 2nm process will go into mass production in H2 2025, and its 3nm production capacity will increase by another 60%. 1.8nm process is the key: Intel strives to surpass Samsung in the chip foundry, and TSMC may help it. The…
Intel CFO: Expected to break even around 2027. BIS rescinds Biden-Era Artificical Intelligence Diffusion Rule, and the new regulatory measures are aimed at Huawei. Tesla plans to resume exporting Chinese parts to US at the end of May, paving the…
