Meta is accused of using Alibaba Qianwen model for distillation optimization; Zuckerberg may be shifting towards closed-source solutions. SK Hynix, a beneficiary of soaring AI and memory prices, is considering a US listing. Rapidus has received additional investment from more…
NVIDIA is considering increasing production of its H200 AI chip. US officials: China rejects NVIDIA H200 chip and strongly supports domestic semiconductors. It’s reported that China plans to provide incentives of up to $70 billion to the chip industry. China…
Japanese three major banks plan to provide Rapidus with a $13 billion loan to support its 2nm chip production. Kioxia plans to begin mass production of its next-generation BiCS10 332L NAND flash memory in 2026. Rivian self-developed AI chips are…
TSMC is facing a shortage of advanced packaging capacity; NVIDIA captured more than half of TSMC capacity in 2026. SK Hynix collaborates with NVIDIA to accelerate the development of its next-generation AI NAND flash memory, aiming to achieve storage performance…
It’s reported that Samsung is recruiting engineers to prepare for the production of Tesla AI5 chip in US. INTEL lost its antitrust lawsuit in EU, but the fine was reduced to $438 million. Micron NAND flash memory prices surged nearly…
TSMC, ASE, Amkor and UMC are accelerating the expansion of CoWoS production scale. NVIDIA GPUs will remain the dominant force in the field of AI computing chips. CITIC Securities INTEL showcased a range of innovative technologies at IEDM 2025, from…
Microsoft announced a $23 billion AI investment plan, with a focus on India. It’s reported that NVIDIA is developing location verification technology for AI chips to help combat smuggling activities. South Korea plans to invest $3.06 billion to build a…
Nvidia has denied reports that Blackwell chips were smuggled to China to supply DeepSeek. Intel, AMD, and Texas Instruments are facing lawsuits alleging they “ignore” the flow of their chips into Russia. Wingtech has invited the equity trustee of Nexperia…
NVIDIA has been authorized to sell H200 chips to China, but it will have to pay a 25% cut to the US government. Intel will become Tata Electronics’ first major customer for its wafer fab in India. LG Energy Solutions…
NVIDIA CEO Jensen Huang recently stated that the US is progressing too slowly in building AI infrastructure and may be overtaken by China in the “AI race.” SK Hynix has postponed its HBM4 mass production plan and plans to significantly…
