TSMC accelerates 2nm process capacity expansion. Trump: Nvidia Blackwell AI chips will not be widely sold overseas. Microsoft CEO Satya Nadella: Power shortages have left a large number of GPU chips idle. Nvidia is leading the US AI industry revolution:…
TSMC: No comment on rumors of price increases for advanced process technologies in 2026. Samsung HBM capacity for 2026 is sold out, and the company is considering expanding its production lines to increase capacity. The global memory shortage is worsening,…
Samsung stated that demand for AI-related servers continued to grow in Q4 2025, exceeding industry supply; meanwhile, the shortage of mobile phone chips worsened further in Q4 2025. SK Hynix DRAM inventory levels have dropped to two weeks, and the…
Samsung stated that the shortage of mobile chips will worsen in Q4 2025, and anticipates increased demand for AI and traditional servers by 2026. Hwang In-hoon visited South Korea and had dinner with Lee Jae-yong and Chung Eui-Sun. Microsoft and…
Nvidia market capitalization has exceeded $5 trillion. Samsung memory chip sales hit a record high and will focus on mass production of HBM4 in 2026. The inside story of OpenAI successful transformation: Threatening to leave California, expected IPO as early…
Jensen Huang: Nvidia’s fastest AI chip, the Blackwell graphics processor, is already in mass production in US; Blackwell/Rubin sales are expected to reach $500 billion. It’s reported that TSMC 3nm orders have surged thanks to the strong market performance of…
South Korean tungsten hexafluoride suppliers have significantly raised prices for semiconductor manufacturers by 70%-90%. Wingtech issued a statement demanding that the Dutch government return control of Nexperia. Nexperia turmoil: Dutch government takeover sparks global supply chain tension. STMicroelectronics Q3 revenue…
The solid-state drive (SSD) production lines of Samsung, SK Hynix and Kioxia are all operating at full capacity, and delivery of some model orders has been scheduled for H2 2026. SK Hynix said that the growth rate of HBM will…
Nvidia and Deutsche Telekom plan to build a $1.2 billion data center in Munich. Synopsys LPDDR6 IP is first validated on TSMC N2P process, leading low-power memory innovation. Qualcomm releases AI200 and AI250, redefining inference performance for rack-mounted data centers…
Samsung to supply SSDs for Nvidia DGX Spark supercomputer. TSMC: Rare earth inventories can last for “one to two years”, but long-term supply risks remain. US Department of Energy and AMD have reached a $1 billion agreement to jointly build…
