SK Hynix completes DDR5 customer verification based on CXL 2.0, leading data center storage technology innovation. Analyst: Apple self-developed chips are expected to save $220 million in costs. Musk: China restriction on rare earth exports will affect Tesla humanoid robot…
TSMC: Can’t guarantee that its foundry chips will not be transferred to banned companies. Sumitomo and SBI Holdings will acquire a stake in FPT AI subsidiary in Vietnam. LG Energy Solution terminates Indonesian battery plan to focus on development of…
Jensen Huang met with the Prime Minister of Japan and called on Japan to step up its efforts to meet the needs of AI. LG and Samsung are suing the Indian government over a new e-waste recycling system. Musk: Will…
Intel details the Intel 18A process: performance increased by 25% and power consumption reduced by 36%. Following AMD and Apple, Intel is rumored to have also placed a 2nm order with TSMC. Pat Gelsinger: Apple is unlikely to move manufacturing…
TSMC US plant lost $440.28 million in 2024, while its Nanjing plant made profit of nearly $800.45 million. TrendForce predicts that storage market transactions will strengthen in Q2 2025, affected by the US tariff policy. Counterpoint Research: Revenue from quantum dot films…
NVIDIA is preparing to ban the GeForce RTX 5090D graphics card in China; AIBs have been notified to stop selling GPUs in the Chinese market. Intel releases a solution that integrates embodied intelligence and the brain. The cost of Apple…
HBM4 standard officially released: total bandwidth increased to 2TB The US House of Representatives has asked Nvidia to provide a large number of transaction records involving the illegal transfer of GPUs to China. Samsung 1c DRAM sample production test has…
Lip-Bu Tan streamlined Intel leadership team, with the heads of major chip divisions reporting directly to him. It is reported that Jensen Huang met with Liang Wenfeng, DeepSeek founder, to discuss the design of the new chip. Samsung 4nm logic…
NVIDIA: In strict compliance with US export regulations, Singapore billing does not include mainland China as a shipping destination. Intel and MAXHUB jointly released enterprise-level AI PC to accelerate the implementation of large AI models on the edge. The AI server…
Intel must obtain a license to sell some of its AI chips to China. Nvidia failed to warn customers that all Chinese H20 orders may be canceled. C.C. Wei: Tariffs bring uncertainty, TSMC full-year revenue growth forecast of about 25%…
