H20 was banned and Nvidia B300 will be brought forward to production in May 2025. Taiwan Commercial Times
SK Hynix demonstrates the world’s first 16-layer stacked HBM4: 2.0TB/s bandwidth, TSMC foundry Logic Die.
China-South Korea battery competition extends from electric vehicles to grid energy storage.
Former US Treasury Secretary Henry Paulson urged: If US don’t reform the energy sector, US may lose the AI competition to China.
Tesla is rushing to develop Optimus, and will increase production tenfold in 2026. Alliance, Hoda are expected to benefit.
SEAJ: Japanese semiconductor equipment sales surged 18.2% to $3.03 billion in March, 2025.
Li Auto Halo OS is officially open source, claiming that AI computing power loss can be reduced by 80%.
Nanya Technology: The DRAM market is expected to recover in H1 2025.
South Korean presidential candidate Lee Jae-myung has promised a 10% tax credit for semiconductors.
