Semiconductor Industrial Breaking News

IDC predicts that the wafer foundry market will grow by 20% in 2026, with TSMC accounting for 73.1% of the market share. AMD CEO Lisa Su stated that chip sales to China will incur a 15% tax on payments to…

IDC predicts that the wafer foundry market will grow by 20% in 2026, with TSMC accounting for 73.1% of the market share. AMD CEO Lisa Su stated that chip sales to China will incur a 15% tax on payments to…

TSMC Phoenix plant construction faces challenges. Meta has cut back on funding for the metaverse and shifted its focus to AI-powered wearable devices. AWS CTO Werner Vogels: As long as developers continue to grow and improve, AI will never replace…

Intel: TSMC wafer supply is insufficient, and the production capacity of CPUs such as Arrow Lake is limited. Samsung has improved its 4nm process yield to 60-70% and secured a chip order worth over $100 million from a US AI…

NAND flash memory prices are expected to continue to rise in Q4 2025, with price increases for various products projected to be between 20% and 25%. TrendForce TSMC is accelerating the construction of its advanced packaging plant in Arizona, due…

NVIDIA has released open-source software for developing self-driving cars. It’s reported that Samsung has secured half of NVIDIA 2026 SOCAMM 2 chip orders. Indian Adani Group plans to invest up to $5 billion in Google AI data center. DeepSeek V3.2…

NVIDIA has secured $500 billion in GPU orders and needs to deliver 20 million chips over the next five quarters. Vultr plans to invest over $1 billion to build AI cluster in Ohio: deploying 24,000 AMD chips. The shortage of…

Jensen Huang: It is still uncertain whether China will accept NVIDIA H200 chip. Samsung is preparing for mass production of its HBM4 chip, with operating profit expected to exceed $67.973 billion by 2026. OpenAI acquisition of Neptune for nearly $400…

TSMC denied that C.C. Wei would have meetings with major chip design companies in Chinese Mainland, like Alibaba. Amazon Web Services announced that its Trainium 3 supercomputing server, powered by the new Trainium 3 chip, is now available. NVIDIA CFO:…

It’s reported that Intel will manufacture M-series chips for Apple. TSMC 2nm process was sabotaged; Taiwanese prosecutors have indicted Tokyo Electron. Samsung has completed the development of its sixth-generation HBM4 chip and sent samples to Nvidia, awaiting mass production approval.…

NVIDIA and Synopsys announced a strategic partnership aimed at reshaping the future of engineering design with a $2 billion investment. Samsung HBM chip production capacity surpasses SK Hynix, making it the industry leader. ZTE and ByteDance jointly released the Nubia…