Analyst Vijay Rakesh: Nvidia can achieve $259 billion in AI business revenue by 2027. ASUS was ordered to pay $10.5 million for infringing Lux Technology MOSFET patent. Trump postponed the TikTok ban until April 5, 2025, and TikTok returned to…
It is reported that the Trump administration is reviewing the CHIPS Act and the $39 billion subsidy may postpone funding or renegotiate. TechInsights analysis: Intel 18A may provide higher performance, while TSMC N2 may provide higher transistor density. Arm plans…
Ming-Chi Kuo: The supply of Nvidia RTX 50 graphics card chips is tight, and the mass production of RTX 5070/5060 may be postponed to March and April in 2025 respectively. Google CEO: It will take another 5 to 10 years for quantum…
TSMC US board of directors announced a resolution: approving a $17.1 billion capital budget, but did not make any new resolutions on investment in the United States. Samsung plans to increase foundry production, and the Pyeongtaek plant will operate at…
It is reported that the United States is pushing Intel and TSMC to establish a joint venture chip foundry. Joseph Tsai confirmed that Alibaba is working with Apple to launch artificial intelligence (AI) features for Chinese iPhone users. OpenAI releases…
Intel releases security report: AMD firmware vulnerabilities increased 4.4 times, Nvidia GPU security issues increased 80%. It is reported that TSMC plans to increase investment in its Arizona factory to prepare for mass production of 3nm/2nm chips. EU has formulated…
Nvidia reportedly changed the copper cabling configuration of its cabinets, causing Semtech stock price to plummet 31%. OpenAI plans to outsource the design of its own AI chip to TSMC in the first half of 2025. Reuters Nokia will appoint…
A consortium led by Musk offered $97.4 billion to buy OpenAI, but Altman rejected. Taiwan exports to Mexico surged 479% year-on-year to $2.7 billion in January, 2025 official data showed. The growth was mainly due to shipments of GPUs, a…
Asus and MSI RTX 5090/5080 GPU prices increased by up to 18%. NVIDIA is urgently investigating the RTX 5090/5080 GPU black screen crash issue. In 2025, US technology giants investment in AI will remain high. Amazon: US$100 billion; Meta: US$65…
Trump: DeepSeek will not threaten national security, and it is a technological development that will help reduce the cost of artificial intelligence (AI). DeepSeek may help China-Russia AI cooperation. Russia says: We don’t need the “American solution”. India has become OpenAI’s second-largest…
