Intel must obtain a license to sell some of its AI chips to China. Nvidia failed to warn customers that all Chinese H20 orders may be canceled. C.C. Wei: Tariffs bring uncertainty, TSMC full-year revenue growth forecast of about 25%…
TSMC C.C. Wei personally refuted the rumors of a joint venture with Intel. Nvidia Jensen Huang visits Beijing again: Hope to continue cooperation with China. SK Hynix plans to invest more than $13.7 billion in 2025 to expand its HBM…
US has included H20 in export controls, and Nvidia losses may exceed US$5.5 billion. It is reported that TSMC US 2nd wafer fab will start mass production ahead of schedule and will introduce fan-out panel-level packaging technology. ASML: 2025 Q1…
Nvidia was exposed for concealing the H20 chip export ban from its Chinese customers. TSMC US factory orders have surged, and it is reportedly planning to raise prices by 30%. ChatGPT launches a gallery feature to allow users to view…
Intel is about to sell a 51% stake in its Altera chip division to Silver Lake Capital for $8.75 billion. Trump hinted that tariffs on imported cars and auto parts might be temporarily waived. Musk found 12 former OpenAI employees…
Foxconn plans to build its first factory in northern India, covering an area of about 300 acres. Infineon strengthens global automotive semiconductor leadership with 32% share in microcontrollers driving growth. ST reshapes global manufacturing footprint to drive innovation, efficiency, and…
Nvidia mass-produced AI supercomputers in the US for the first time. TSMC plans to mass-produce panel-level advanced packaging in 2027. AMD new EPYC processor is taped out using TSMC 2nm process. Five US companies have jointly sued the Trump administration…
Trump is about to announce tariffs on imported chips. US unilateral policies have been resisted by many countries in the Americas. Alphabet and Nvidia have jointly invested in a new startup, Safe Superintelligence (SSI), founded by Ilya Sutskever. TrendForce warns:…
Trump will use Section 232 to impose tariffs on semiconductors and electronics. TSMC will report a 54% increase in Q1 2025 net profit, but the outlook for Trump tariff policy is uncertain. EU will build five AI data centers, each…
US announced that it will exempt “point-to-point tariffs” from mobile phones/PCs/servers/semiconductors and other products. Mainland China has adjusted the rules to determine the origin of semiconductors, and Taiwan factories are expected to accept order transfers. SK Hynix Dalian second factory…
