Chip industry: Terminal purchasing momentum is bound to be frustrated due to Trump equal tariffs. Morgan Stanley: Trump tariff war has limited impact on the development of AI in mainland China. We are optimistic about Winbond, Alchip and KYEC. Samsung…
The tariff costs for Taiwanese semiconductor foundry business have yet to be determined and depend on bargaining power. Details of the theft case of a former ASML employee were revealed: He wanted to help Russia build a 28nm wafer factory.…
TSMC and Intel have reached a preliminary agreement to establish a joint venture. The Information reported. Citi: Intel joint venture with TSMC is unlikely to succeed and it should focus on its core CPU business. UN predicts that the AI market…
Rapidus is rumored to be in talks with 40 to 50 potential customers and plans to mass-produce 2nm chips in 2027. Trump imposed a 32% tariff on Taiwan, but semiconductors dodged disaster for now. Meta released Llama 4, the most…
Arm goal is to capture 50% of the global data center CPU market by the end of 2025. Analysis: In the early 2030s, TSMC US wafer fab output will account for only one-third of its revenue. Storage has bottomed out…
Trump announced that tariffs of at least 10% would be imposed on global goods, raising the total tariff rate on Chinese goods to 54%. Google AI changes: Gemini project head Sissie Hsiao resigns. DeepSeek announces new patent that reduces network…
CFM: Server eSSD and DDR5 prices are expected to drop by 10% and 5-10% respectively in Q2 2025. Intel and AMD platforms get more feature support from Microsoft Copilot+PC. Samsung redesigned 12-layer HBM3E is expected to undergo Nvidia quality test…
US officials may suspend the issuance of subsidies for the Chip Act and urge companies to expand investment. OpenAI plans to release its first open-weight language model within a few months. Lightmatter releases new photonic technology for AI chips. Arm…
Intel 18A has entered the risk production stage, and the product may be the Panther Lake chip. Rapidus is debugging chip equipment and will trial-produce 2nm advanced AI chips by the end of April, 2025. Microsoft has reportedly closed its…
Apple is rumored to be spending $1 billion on Nvidia GB300 NVL72 servers. The demand for customized HBM will increase significantly in 2025. Lenovo will release a new AI PC with local AI reasoning capabilities comparable to OpenAI o1-mini. Rebellions…
