US and China restart trade negotiations in London on May 9th, 2025. Jensen Huang may meet with the German Chancellor next week to discuss the “AI Super Factory” plan. Data center projects in US and the UAE have been slow…
TSMC Chiayi advanced packaging may be “late”, and the industry is worried whether it will impact the global HPC chip supply. NVIDIA debuts NVLink Fusion and officially enters the ASIC market. Intel new reform policy draws a “Red Line”: New…
AIB GPU market in Q1 2025: Nvidia has a 92% market share, while Intel is almost zero. ZJK Industrial (Nvidia supplier): Nvidia B40 chip, exclusively supplied to China, will mass-produce as early as June 2025. Samsung uses its 5nm process…
NVIDIA Taiwan headquarters will be located in T17 and T18 of Beitou Shilin Technology Park BSTP. Musk: The next-generation AI chip Dojo 2 will be launched later 2025. Alphawave’s first UCIe IP subsystem based on TSMC’s 2nm and CoWoS technology…
The US ban does more harm than good! Nvidia Chief Scientist Bill Daley: AI talents are all writing programs for Huawei. WSTS: The global semiconductor market size is expected to reach US$700.9 billion in 2025, an increase of 11.2%. US…
Nvidia Blackwell chips double the efficiency of training large AI systems and drastically reduce the number of chips required. TrendForce: SK Hynix DRAM market sales in Q1 2025 reached US$9.72 billion (market share of 36%), ranking first for the first…
Jefferies: Nvidia profit margin is expected to soar to 80% in 2025. Intel foundry division will host the Direct Connect Asia event on June 24, 2025 in Seoul, South Korea. Germany automotive industry association (VDA) has warned that China’s controls…
TSMC 2nm yield exceeds 90%, and its US factory will mass-produce Nvidia AI chips. Foxconn spent nearly US$56.55 million to obtain the right to use two factories in Texas, USA, to expand AI server production capacity. Nvidia AI micro-supercomputer DGX…
TSMC 2nm yield rate has reached 90%, and its US factory is about to reach full production. Japan’s Automotive Chip Alliance ASRA submits communication standards to UCIe. Tata Electronics plans to acquire a Malaysian semiconductor company to increase ATMP production…
TSMC 1.4nm wafer foundry price may be as high as US$45,000, a 50% increase from 2nm. Morgan Stanley: China’s AI GPU self-sufficiency rate will increase to 82% in 2027. Foxconn’s revenue engines: AI servers, ICT and electric vehicles. MediaTek is…
