US proposed the “GAIN AI Act”: Forcing Nvidia to give priority to US AI orders and strictly prohibiting the export of high-end GPUs. Broadcom announced that it has won a $10 billion AI order from a mysterious customer. OpenAI is…
Nvidia B30A will likely cost twice as much as the H20, perhaps between $20,000 and $24,000. It is reported that TSMC has called for the use of 12-inch silicon carbide to solve the heat dissipation problem of the substrate. Trump…
Google TPU business is expected to be valued at $900 billion. HPE AI server revenue increased by nearly 100% quarter-over-quarter in Q3 2025. Samsung, SK Hynix keep DDR4 lines running as prices outpace DDR5. Global power battery shipment ranking from…
TechInsights, semiconductor research firm, recently released a report ranking the top 20 global semiconductor companies by R&D investment through 2024. The report shows that despite the impact of the financial crisis, Intel maintained its top spot with R&D investment of…
TSMC will increase the price of its advanced processes by 10% in 2026. Nvidia holds 94% of the global independent GPU market in Q2 2025. Jon Peddie Research Samsung has solved the 2nm yield issue and the Exynos 2600 is…
The latest number of silicon photonics patents TSMC has applied for in US is nearly twice that of Intel. Japanese media Nvidia will host its 2026 GTC conference on March 16, 2026. OpenAI acquired Statsig for $1.1 billion, with Vijaye Raji…
Applied Materials says demand for high-end chip equipment will not increase even US government invests in Intel. China lithography machines are still at 65nm, about 20 years behind ASML. Goldman Sachs TechInsights: R&D investment of the world’s top 20 semiconductor…
TSMC high-end chip prices may rise by 5% to 10% in 2026 to maintain profit margins under high tariffs. Samsung US factory has started 2nm production. Intel Panther Lake will be launched as planned in 2025, and Arrow Lake and Lunar…
It is reported that Rapidus 2nm logic density can compete with TSMC and is ahead of Intel 18A. The architect revealed that Intel’s 18A process Xeon processor will bring an 8:1 integration effect. Huawei released a new series of AI…
Intel acknowledged Arrow Lake’s failure and hopes Nova Lake will be a counterattack against AMD. Global wafer foundry revenue increased by 14.6% month-on-month to US$41.7 billion in Q2 2025, with TSMC’s market share exceeding 70%. Modi visited Japan and TEL,…
