Nvidia Jensen Huang: China’s AI development will continue with or without American chips. Samsung India executives seek reversal of $81 million tax evasion penalty. AMD acquires silicon photonics chip company Enoemi to enhance co-packaged optics technology for AI systems. Arm’s…
TSMC Munich Design Center is expected to open in Q3 2025. Qualcomm released a research report: Qualcomm modem has better information transmission speed than Apple C1. Due to insufficient supply, Asahi Kasei will stop supplying PSPI, a key material for…
TSMC is still evaluating whether to adopt high-NA EUV lithography machines in future process nodes. Nvidia earnings report will reveal the impact of US chip export controls on China. Deutsche Telekom plans to work with SAP, Ionos and Schwarz to…
It is reported that Samsung 12-layer HBM3E has basically passed Nvidia “single-chip certification”. TSMC 3nm production capacity utilization rate has reached 100%, and 2nm will soon achieve full production after mass production. China approves rare earth exports to South Korean…
TSMC rejected invitations to build factories in India, Qatar and Singapore. Tencent and Baidu break through US chip control by stockpiling goods and optimizing software. It is reported that Samsung will withdraw from the MLC NAND business in June 2025…
Nvidia will launch a new AI chip for the Chinese market: Uses GDDR7 video memory and is priced only half of the H20. Mass production will begin as early as June 2025. Wall Street: Trump’s vision of an American-made iPhone…
Nvidia GB300 is expected to ship in Q3 2025, and the GB300 cabinet is estimated to be worth $4 million. Innolux won the FOPLP order from SpaceX. Following TSMC, Intel, Qualcomm, Micron, Texas Instruments have called on the Trump administration…
Intel releases three Xeon 6 series AI CPUs. Crusoe Texas data centers received $11.6 billion in financing and use 50,000 Nvidia Blackwell chips per building. Deca joins hands with IBM to build an advanced packaging production base in North America.…
Nvidia Jensen Huang: Call on the Taiwanese government to support the development of AI, energy supply is the key. TSMC responded to the US semiconductor tariff investigation and invested $165 billion to build factories in Arizona. Its Arizona subsidiary has…
Jensen Huang: CoWoS technology is advanced and there is currently no other choice. Jensen Huang emphasized that “the era of inference AI has just begun” and predicted that the scale of AI infrastructure and factory will reach US$10 trillion within…