Nvidia CEO Jensen Huang said that computing performance will grow exponentially in the next decade, resulting in a “hyper Moore’s Law” that will drive new artificial intelligence (AI) innovations and capabilities. Recently, researchers from the Chinese Academy of Sciences, the…
SEMI said China mainland spending on chipmaking equipment will exceed $40 billion for the first time in 2024. The Chinese chipmaking equipment market will shrink in 2025 as China rushes to make advance purchases amid tensions with the United States.…
TSMC plans to increase prices: 3nm by 5%, CoWoS by 20%. The Ultra Accelerator Link (UALink) Alliance has been officially established, aiming to become an open standard for the industry’s many AI accelerator expansion connections and a competitor to Nvidia’s…
The U.S. government is considering aiding Intel if necessary or pushing its chip design business to merge with AMD, after the billions of dollars in “CHIP Act” subsidies Intel is already scheduled to receive. The Biden administration of the United…
The secret of where the $53 billion of the “CHIP Act” went. America reshapes the semiconductor landscape. Intel suffered a huge loss of $16.6 billion in Q3 2024. Intel expects Q4 2024 revenue to be between $13.3 billion and $14.3…
Nvidia CEO Jensen Huang and Asia’s richest man Mukesh Ambani have formed a partnership to jointly build artificial intelligence (AI) infrastructure and promote the application of the technology in India. Agency: AI IC market size will reach $110 billion in…
Nvidia is considering a new socket design for at least some of its upcoming Blackwell B300 GPUs for artificial intelligence (AI) and HPC (high-performance computing) applications, TrendForce reported. TSMC Q3 2024 revenue was $23.642 billion, an increase of 39.0%; its…
Alphabet plans to invest $3.3 billion to build two new data centers in South Carolina, CEO Sundar Pichai said. Meanwhile, its parent company Google and its rivals invest heavily in infrastructure to support the development of artificial intelligence applications. It…
JPMorgan Chase: TSMC Q3 revenue is expected to be US$23.3 billion, and 3nm capacity utilization rate reaches 110%. Powerchip and Tata Electronics have agreed to invest $11 billion in the 12-inch wafer fab project. The first 12-inch wafer fab in India…
SSD prices drop as Chinese manufacturers offload excess inventory. Micron revenue in the fourth fiscal quarter was US$7.75 billion, a year-on-year increase of 93.3%, thanks to the recovery of storage demand and the rise in memory chip prices. HBM production…
