The United States will impose additional tariffs on aluminum on March 12, 2025, covering 123 products including chipmaking equipment parts and aircraft components, which may deal a major blow to Japanese companies. HSBC analyst Frank Lee: Nvidia NVL rack server…
Xiaomi, ByteDance, and Alibaba compete for AI talent. Microsoft released its first quantum chip, Majorana 1, and said it hopes to make practical quantum computers possible within a few years. Canalys: Global cloud service spending is expected to grow 19%…
The Trump administration has implemented drastic reforms, with key chip and AI organizations laying off more than 500 employees. Exyte: The time and costs of building a wafer fab in US is twice as in Taiwan. AMD may block Intel’s…
Morgan Stanley: Nvidia will monopolize 77% of the wafer supply for AI applications and consume 535,000 wafers in 2025. Morgan Stanley: It will be difficult for ASICs to challenge Nvidia GPU dominance. Arm Ethos-U85 NPU: Enabling generative AI at the…
xAI releases the large-scale model Grok-3, which Musk calls “the smartest AI on earth.” Affected by Trump tariff war, Taiwanese seven major AI server foundries (Foxconn, Quanta, Wistron, Wiwynn, Inventec, Compal, and Pegatron) went to Texas for inspection. Singapore official: Nvidia’s 28%…
As AI competition intensifies, South Korea plans to snap up 10,000 GPUs in 2025. Apple self-developed 5G baseband is weaker than Qualcomm, and iPhone SE 4 will be equipped with it. South Korean media xAI is reportedly seeking $10 billion…
Samsung, SK Hynix and Micron will stop producing DDR3 and DDR4 in 2025. Nanya and Winbond are expected to benefit from order transfer. Nikkei News Infineon announced that it has delivered the first batch of 8-inch silicon carbide products to…
The latest news from foreign media and the supply chain said that TSMC may hold a 20% stake in Intel Foundry Services (IFS) through technology valuation or actual investment. IFS will also introduce investment from Qualcomm and Broadcom to promote…
Samsung chip chief Jeon Young-hyun went to US to discuss HBM3E supply issues with Nvidia Jensen Huang. Micron won the order from Nvidia and started mass production of 12-layer HBM stack. AMD plans to introduce Samsung 4nm process into its…
OpenAI officially rejected Musk $97.4 billion acquisition offer. Nvidia significantly reduced its stake in Arm and invested in Chinese self-driving startup WeRide. Insider: At the request of the Trump administration, TSMC is considering acquiring Intel US factories. Dell is close…
