Morgan Stanley has ranked NVIDIA as its top pick in the semiconductor industry, replacing Micron. AMD Ryzen 5 5500X3D has been released in China, featuring a TSMC 7nm Zen 3 processor and 99MB of cache. Foxconn, Quanta, and Wistron plan…
TSMC accelerates to expand 1.6nm chip manufacturing plant to support NVIDIA. Samsung memory price hike to Apple highlights tight LPDDR5X supply. NVIDIA and Nokia, SoftBank, T-Mobile have proven that AI-RAN is the next generation of wireless technology. Meta expands its…
NVIDIA has surpassed Apple to become TSMC largest customer. WSTS: Global semiconductor market will grow by 25.6% by 2025, with AI being the main driver. More than 200 Google and OpenAI employees signed an open letter refusing to provide the…
NVIDIA plans to launch new chips to accelerate AI processing. OpenAI says Amazon self-developed AI chip, Trainium 4, is expected to begin shipping in 2027. Samsung plans to increase DRAM capacity to improve the performance of HBM4. Rapidus has received…
Jensen Huang: Computing power equals revenue in the new era of AI. Samsung will cease production of 2D NAND flash memory, and existing production lines will be to produce 1c nm DRAM. TheElec Rapidus receives $1.6 billion in government funding.…
Meta Platforms will lease Google AI chips to develop new models. Harish Bharadwaj, VP of Product Marketing at Broadcom, expects to sell at least one million 3D stacked chips by 2027. IDC: Smartphone market may decline by 13% by 2026…
NVIDIA: Approved to export H200 chips to China, but subject to a 25% tariff. ASML says its next-generation EUV equipment is ready for mass production, marking a key turning point in the manufacturing of AI chips. Chinese open-source AI models,…
Jensen Huang: Chinese competitors are improving; H200 has not yet generated revenue in China. SK Hynix and SanDisk announce HBF storage strategy. Apple accepted Samsung proposal for a 100% price increase according to reports. UMC announced the purchase of equipment…
Samsung 1c DRAM yield exceeds 80%, and its HBM4 yield is close to 60%. ET News SK Hynix will invest $15.1 billion to build chip factories. Goldman Sachs: AI contributed almost nothing to US GDP in 2025. US claims that…
Apple is ramping up its domestic production and will purchase 100 million chips from TSMC Arizona factory in 2026. Alphabet, Amazon, Meta, and Microsoft are expected to collectively invest $650 billion in2026 to expand AI-related infrastructure. Bridgewater Associates analysis Analyst…
