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.

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