Lisa Su: AMD expects the CPU market to grow by more than 35% per year over the next 5 years. It’s reported that Samsung’s Lee Jae-yong will meet with MediaTek’s Rick Tsai to secure a contract to manufacture Dimensity chips.…
AMD announced that it will use TSMC’s 2nm process to mass-produce its next-generation EPYC processor, Venice. Lisa Su: Demand for AI is strong, and AMD is urging its partners to increase production capacity. Microsoft has released its self-developed Maia 200…
Jensen Huang: SRAM-based AI chips, including those in NVIDIA’s own products, will remain a niche product for some time. Following Musk’s visit to China with Trump, Tesla confirmed that it will offer FSD (Full Self-Driving) functionality in China. Taiwan TEL…
NVIDIA expects to begin shipping Vera Rubin in H2 2026. INTEL CEO Lip-Bu issued a stern statement: A second tape-out failure will result in immediate dismissal. AMD plans to invest over US$10 billion in Taiwan. Nanya Technology: Production capacity will…
Samsung has increased the yield of its HBM3E and HBM4 DRAM to 92% and over 75%, respectively. INTEL is reportedly urging PC manufacturers to switch to the 18A high-end chip. AMD Lisa Su: The development of AI has created a…
NVIDIA and Amazon advance the development of a next-generation storage architecture in which GPUs will directly control SSDs. INTEL Lip-Bu Tan stated that as AI shifts from training to inference, the ratio of CPUs to GPUs may reach 4:1. Samsung…
INTEL launches Project Firefly; Lenovo and Honor will release more than 70 products based on the 3rd-generation core processor Wildcat Lake. AMD CEO Lisa Su: The Chinese market is extremely important; computing power has become the key to AMD’s business…
NVIDIA Vera CPUs have completed its first deliveries to Anthropic, OpenAI, SpaceX AI, and Oracle Cloud. Agent-based AI drives demand for server CPUs from INTEL and AMD. INTEL CEO Lip-Bu Tan stated that the 14A chip will enter production in…
TSMC announced the sale of its 8.1% stake in VIS. It’s reported that South Korean suppliers of anhydrous hydrofluoric acid are raising prices for Samsung and SK Hynix, with significant price increases expected in June and July 2026. Sumitomo Bakelite…
Analyst Ming-Chi Kuo: This collaboration will not again utilize INTEL’s x86 architecture. Instead, INTEL’s foundry services will manufacture Apple’s own custom chips, with the M7 base chip expected to begin mass production in 2027. INTEL’s market share in the AI…
