China Ministry of Commerce has added 15 US entities to its export control list. Taiwan: Assist TSMC in investing in US, but ensure that the most advanced chip technology remains in Taiwan. US has made huge investments in TSMC and…
It is said that China will introduce policies for the first time to promote the use of open source RISC-V chips nationwide. TSMC advanced process prices are expected to increase by at least 15%. Trump called for an end to…
TSMC will invest $100 billion in US use to build 3 wafer fabs, 2 advanced packaging plants. Trump: Tariffs can be avoided. White House: Trump signs order imposing 20% tariffs on Chinese goods. Nvidia and Broadcom are reportedly testing chips with Intel…
NVIDIA and MediaTek collaborated Project DIGITS receives additional orders from customers. Former Intel CEO Craig Barrett criticizes board: Suggests bringing back Pat Gelsinger. Yole Group: Global compound semiconductor market will reach US$25 billion in 2030. Well-known journalist Mark Gurman: Apple AI…
Sam Altman: OpenAI has run out of GPUs, and the GPT-4.5 release will be done in stages. Former director: Intel should sell $100 billion manufacturing business to US investment consortium. AI companies such as OpenAI, Microsoft, and Meta are competing…
Honor announces $10 billion investment within five years to build AI device ecosystem. SoftBank is reportedly in talks to raise $16 billion to invest in artificial intelligence. Google founder Sergey Brin asks employees to work 60 hours a week: working…
Foreign media: The Trump administration’s push for TSMC to save Intel is a bad idea. TSMC A16 advanced process is rumored to be launched in US in 2028. Intel $28 billion Ohio chip factory construction delayed until 2030. Amazon collaborate…
Singapore police said they busted a large ring that smuggled Nvidia GPUs to DeepSeek and arrested 9 people. DeepSeek initially disclosed a cost-to-profit margin of 545%, but actual revenue fell significantly. Looking at the full-year data, Nvidia revenue in fiscal 2025…
Nvidia three mysterious customers together contributed 34% of its revenue. Microsoft, Amazon and Nvidia urged the Trump administration to ease export controls on artificial intelligence chips. South Korea passed the K-Semiconductor Act to increase tax incentives for semiconductor companies. PsiQuantum…
Jensen Huang: Blackwell is in great demand because reasoning AI adds another law of scaling—the more compute used for training, the smarter the model; the more compute used for long-term thinking, the smarter the answer. Trump asks Apple to abandon…
