Nvidia and Google are interested in Intel 18A process.
AMD Lisa Su: US leads in AI chips, but China still has a ways to go to catch up.
Insiders: Nvidia will release a downgraded version of the H20 chip in July 2025.
Trump tariffs have dealt a heavy blow to American companies: Nvidia, AMD, Apple, General Motors will lose tens of billions of dollars.
It’s rumored that Hanmi Semiconductor has notified Chinese manufacturers that it will stop supplying thermal compression bonders (TC Bonders), a key equipment required for high-bandwidth memory (HBM) manufacturing and advanced packaging.
Infineon German smart power plant receives final approval for 1 billion euros in subsidies.
It is reported that Microsoft Shanghai will lay off employees and provide N+8 compensation.
Panasonic plans to lay off 10,000 employees worldwide.
Counterpoint Research: Global XR display shipments are expected to grow 6% in 2025.
Bosch said it was in talks with US government and could not predict the impact of tariff policy.
