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…
Nvidia latest Blackwell architecture GPU has begun mass production and is expected to generate $10 billion in revenue in Q4 2024, according to the latest report released by Morgan Stanley. Insider: Qualcomm initiates acquisition talks with Intel. Microchip unveils new…
Apple A18 Pro test results are out: CPU single-core performance is 17% higher than A17 Pro. Microsoft is reportedly going to invest more money in its artificial intelligence partner OpenAI. Bloomberg reported through unnamed sources that OpenAI is currently seeking…
1. Korea Herald reported, the United States is increasing pressure on South Korea, requiring it to cooperate with US export controls on China and urging it to only provide advanced chips such as high-bandwidth memory (HBM) to its allies. China has…
9. Micron has launched a mass-produced 12-layer HBM3E chip for the next-generation artificial intelligence (AI) GPU, with a memory stack capacity of up to 36GB and a speed of over 9.2Gb Micron said that it is currently sending production-capable 12-layer…
1. SEMI: Global semiconductor revenue will increase by 20% year-on-year in 2024, driven by AI chips and memory chips. 2. TSMC 1.6nm process has received orders from Apple and OpenAI. 3. Intel CEO Kissinger and senior executives are expected to submit a plan to…
1. According to the latest report from Counterpoint Research, the global wafer foundry market saw a revenue increase of approximately 9% quarter-over-quarter and 23% year-over-year in Q2 2024, driven largely by robust AI demand. TSMC, Samsung, and SMIC lead the…
