AWSC grabs orders for Apple robots. Infineon: DeepSeek is expected to improve efficiency, but energy consumption of AI data centers will still surge. Moore’s Law GPU native FP8 computing helps AI training. The AI craze is driving the recovery of the…
SoftBank and OpenAI plan to invest US$6.77 billion to build an AI data center in Japan. The global AI craze has driven the recovery of the storage market, and SanDisk plans to raise prices by 10%. Senior UAE officials will…
Trump administration says Samsung and LG considering moving some factories to the U.S. JPMorgan Chase: AMD AI chip revenue will grow 60% in 2025. Infineon accounts for 21.3% of the MCU market, ranking first in the world. Rapidus encountered difficulties…
Samsung introduces high-NA EUV to enhance its 2nm market competitiveness. It is reported that TSMC plans to form a joint venture with Nvidia, AMD and Broadcom to operate Intel’s wafer fab. European banks are experimenting with DeepSeek. Meta started testing…
Samsung mass-produces the fourth-generation 4nm process. Intel has named chip industry veteran Lip-Bu Tan as its new chief executive, effective March 18th, 2025. Nine European countries have established Semicon Coalition to strengthen industrial self-sufficiency and innovation. Japanese experts: It is…
Tenstorrent will launch a Japanese AI chip service, charging only based on the amount of data processed. US court rejected BMC’s appeal, allowing IBM to avoid $1.6 billion in compensation. Qualcomm announced the acquisition of Edge Impulse to enhance its…
Trump tariff bomb will hit South Korean chip and auto industries hard. TSMC massive investment in the US was sued by its employees. TSMC: The purpose of suing employees is incitement and defamation. Samsung India strike ends with 23 employees suspended.…
Trump cleaned out the CHIP Act office, firing 86% of the staff. It is reported that SanDisk and Micron NAND storage prices will increase by more than 10% from April 1st, 2025. It’s reported that Microsoft is trying to compete…
The Trump administration plans to ban DeepSeek. C.C. Wei: TSMC is not afraid of lack of subsidies. TSMC will build 11 production lines in 2025. SIA: Global semiconductor sales soared 17.9% to $56.5 billion in January, 2025, a record high…
C.C. Wei: TSMC US factory production capacity will be sold out by the end of 2027. ADI to end distribution agreement with WT Microelectronics. A Chinese team released the world’s first general artificial intelligence agent “Manus”. Allegro rejects $6.9 billion…