Arm announced the official release of the first public specification of its Chiplet System Architecture (CSA), further promoting the standardization of chiplet technology and reducing industry fragmentation. SK Hynix HBM revenue will increase by more than 100% in 2025! EU…
Musk criticized the funding of the “Stargate” AI project as false, and OpenAI Altman fought back. The earthquake in Taiwan, China has affected TSMC production, and 20,000 wafers may be scrapped. Samsung slashed its foundry investment by more than 50%…
The official US ban has taken effect and TikTok has ceased services in the US. Nvidia GeForce RTX 50 series graphics cards, specifically the RTX 5090 and RTX 5080, are rumored to have extremely limited initial supply. The heads of…
SemiAccurate reports that a mysterious buyer is interested in acquiring all of Intel. The Biden administration has provided at least $27.6 billion in funding to clean energy companies. Global NAND flash memory prices have fallen for four consecutive months since…
TSMC Chairman C.C. Wei: The most advanced technology is still in Taiwan, China. TSMC Chairman C.C. Wei responded to the CoWoS order cut: many rumors, continued expansion. TSMC Chairman C.C. Wei responds to US AI chip export controls: The impact is controllable. From the…
Due to the continuous delays in the assembly and mass production of NVIDIA GB200 NVL72, shipments will be lower than expected, with shipments estimated to be between 25,000 and 35,000 units in 2025. TikTok may plan to shut down its…
Nvidia: The Biden administration’s regulatory policies will weaken America global competitiveness. Nvidia documents show that about 56% of its revenue comes from customers outside the United States, with China accounting for about 17% of sales. SIA: New AI chip export restrictions could…
The global semiconductor market will grow 11% to $697.1 billion in 2025, driven by AI data centers, while demand related to electric vehicles and smartphones remains stagnant. The price/performance ratio of Nvidia RTX 50 series graphics cards exceeded expectations. Gigabyte,…
Nvidia criticized reports that the Biden administration plans to impose new restrictions on exports of artificial intelligence (AI) chips, saying the outgoing U.S. leader should not “preemptively” make policies at the last minute. Tesla plans to produce thousands of humanoid…
Nvidia has reached an agreement with the Dutch government to provide hardware and technical support for AI facilities. Nvidia CEO Jensen Huang announced at CES 2025 that Nvidia and its partners have begun full production of Blackwell GPUs (for AI…
