Nvidia B200 chips remain in short supply despite continued production increases. Wedbush TSMC two highlights in 2026: Price increases for advanced processes and CoWoS, and increased demand of 2nm in smartphones. Goldman Sachs Samsung Q2 2025 profit plummeted 55.9% to US$3.3…
Qualcomm second-generation Snapdragon 8 Elite Gen 2 flagship mobile processor has abandoned Samsung 2nm foundry and instead exclusively adopted TSMC N3P process. wccftech reported TSMC: US investment would not affect its wafer fab plans in Germany and Japan. Alibaba, Huawei,…
Samsung is rumored to postpone mass production of 2nm chips to 2029. TSMC delayed construction of its factory in Japan and prioritized investment in US to circumvent Trump tariffs. Samsung plans to continue to improve the performance of 7nm and…
Compete for 1.4nm process: TSMC is firmly in the lead, Intel adjusts its strategy, and Samsung postpones mass production. OpenAI, Amazon, and Meta have collectively invested hundreds of billions of dollars in creating AI systems. Samsung has confirmed that LPDDR6…
SEMICON Taiwan 2025 will focus on advanced packaging technologies including 3DIC, fan-out panel packaging (FOPLP), chiplets, and co-package optics (CPO). Samsung plans to launch the third-generation 2nm process within two years and shift its strategy to stabilizing yield. CoreWeave has…
Samsung Foundry is seeking to compete for Nvidia’s 2nm GPU orders. TSMC confirmed to gradually withdraw from the gallium nitride business in the next two years. Lip-Bu Tan adopted an aggressive strategy, and there were reports that Intel canceled its…
Intel CEO Lip-Bu Tan is evaluating whether to shift focus from the 18A process to the next-generation 14A process. Reuters OpenAI spent a huge amount of money to rent 4.5GW of US data center computing power from Oracle to accelerate the…
TSMC will reportedly stop producing GaN and will move to advanced packaging at Fab 5. SK Hynix: May supply HBM4 to Intel AI graphics accelerator Jaguar Shores. OpenAI: No plans to use Google self-developed chips on a large scale currently.…
Intel is considering adjusting its foundry business strategy: Directly adopting the 14A process for new customers. Samsung adjusts its foundry business: Postpones 1.4nm chip mass production plan to 2029 and focuses on 2nm. TSMC AI chip revenue is expected to…
Nvidia GB300 AI server will be available in H2 2025. Analyst: Texas Instruments analog chip prices rose 30% and delivery cycles lengthened. US and Japan have invested heavily in EUV lithography machines, while South Korea lags behind. South Korean semiconductor…
