Arm goal is to capture 50% of the global data center CPU market by the end of 2025.
Analysis: In the early 2030s, TSMC US wafer fab output will account for only one-third of its revenue.
Storage has bottomed out and NAND flash prices have risen by nearly 10%.
Vietnam FPT established an AI and semiconductor R&D center in Da Nang.
TSMC JASM plant in Japan has delayed production, but the number of employees has still doubled compared to 2024.
Wistron announced an investment of US$50 million to build a factory in US.
Renesas launches low-power Bluetooth SoC for automotive applications.
Qualcomm acquires Vietnamese AI startup MovianAI.
GLOBAL UNICHIP: The world’s first HBM4 IP has been taped out on TSMC N3P process.