Cadence launched the Millennium M2000 supercomputer equipped with Nvidia chips, and Jensen Huang first purchased 10 Millennium M2000. OpenAI will invest in building AI infrastructure outside US. Apple sees browser AI as a replacement for Google. TSMC has completed construction…
SEMI: EU should quadruple semiconductor investment to €20 billion.Samsung was ordered by India to pay $520 million in taxes and appealed, saying the decision was unfair.IT manufacturers have been stockpiling chips, with DRAM prices soaring 22% and NAND prices rising…
AMD abandons Samsung and turns to TSMC: TSMC Arizona 4nm factory won a large order for EPYC servers. Nvidia Jensen Huang: Missing out on the Chinese AI market will result in “huge losses”. Intel shareholders approved Lip-Bu Tan compensation plan,…
TSMC 2nm yield is close to 3 Intel Arc Xe3 Celestial GPU enters pre-validation phase. Samsung aims to pass Nvidia HBM3E quality tests in June 2025. China and US dominate the AI model competition, while the Middle East and Europe are…
If TSMC A14 does not use High-NA EUV, TSMC will lag behind Intel by at least 4 years. Wccftech Samsung abandonment of Exynos 2500 processor resulted in a loss of $400 million. VIS: Q2 wafer shipments are expected to increase…
TSMC announced three main technology routes: 1.6nm in 2026 and 1.4nm in 2028. Samsung foundry business has suffered another blow as AMD abandoned to use Samsung 4nm process. NVIDIA important decision in China over the past 30 years: New AI…
TSMC A14/A16 process abandons the use of High NA EUV lithography technology. It is reported that Intel has ordered all 5 High-NA EUV equipment that ASML planed to produce in 2024. The Trump administration plans to revise AI chip export…
Jensen Huang urged Trump to revise chip export regulations. US plans to ease regulations on AI chips in the UAE. US tariff policy has led to higher automobile costs and lower sales, and factory relocation faces long-term challenges. SIA: Supports…
Nvidia accuses Anthropic of spreading rumors, Using “fake pregnant belly + live lobster” to smuggle chips into China. Apple cannot live without China. US media China has completely changed the logic of AI valuation, and the “Musk model” no longer works. British…
It is reported that Nvidia downgraded chip sample may be available as early as June 2025. Nvidia is actively adjusting its AI chip design to adapt to US export control regulations on mainland China. US 25% tariffs on key auto parts…
