ASML CEO: China chip manufacturing technology lags behind the West by 10-15 years due to Western restrictions on EUV lithography machines. Advantest: AI phones could support chip industry if data center spending slows. Omdia: Foxconn will become the world’s largest…
TSMC, Samsung, and Intel will compete to mass-produce 2nm chips in 2025. Musk xAI has raised another $6 billion in Series C, with investors including A16Z, BlackRock, Fidelity Management & Research Company, Kingdom Holdings, Lightspeed, MGX, Morgan Stanley, OIA, Qatar…
The South Korean government has decided to expand policy financing for four cutting-edge industries (semiconductors, displays, secondary batteries, and bio) to USD17.55 billion won by 2025. By 2024, more than 14,600 chip companies in China will go bankrupt, while 52,000…
The United States asked Nvidia to investigate how its chips flowed into China. SoftBank has made a stock acquisition offer, and OpenAI employees may cash out $1.6 billion. Samsung Display will work with Dolby to enhance automotive OLED display technology.…
NVIDIA CEO Jensen Huang: GB200 production is progressing smoothly, AI server production line is fully loaded. The Biden administration is preparing to launch a trade investigation into “older model” semiconductors produced in China in response to concerns that the United…
TSMC has disclosed details of its 2nm process, which will reduce power consumption by 24% to 35% or improve performance by 15% at the same voltage, and increase transistor density by 1.15 times compared to the previous generation 3nm process.…
TSMC is taking advantage of high-performance computing (HPC) applications such as AI to aim for record-breaking US dollar revenue this quarter and in 2024. Recently, due to the possibility of tightening regulations after Trump takes office, customers have received urgent…
Macquarie: TSMC production costs in the United States may be 30% higher than in Taiwan. ROHM and TSMC form strategic partnership in automotive GaN power devices. Synopsys plans to sell two assets as it seeks EU approval for its $35…
Nvidia was investigated: the fine could be up to $5 billion. It was reported for supply cuts two years ago. Nvidia was investigated for violating the restrictive commitments it made when it acquired Mellanox in 2020. According to the requirements…
TSMC US factory will produce Blackwell GPUs for Nvidia in 2025. The Biden administration announced that the U.S. Department of Commerce will provide up to $75 million in direct subsidies to Absolics, a subsidiary of South Korea’s SKC, and up…
