TSMC US wafer fab costs have risen sharply, and Nvidia has raised GPU prices across the board.
Samsung reaches DRAM price increase agreement with major customers, DDR4 price increases by about 20%
The capability of TSMC 3 new fabs in US are all full booked.
TSMC first batch of 2nm production capacity in Taiwan was acquired by Apple, and it is estimated that related performance will grow by 60% in 2025.
Alchip-KY 3nm chips will be mass-produced in 2026, and it will also enter the 2nm field.
Foxconn electric vehicle expands into Japan, plans to launch electric buses in 2027.
Nissan has also suspended construction of its electric vehicle battery plant following Toyota’s delay.
The UK Takeover Panel has extended the deadline for Qualcomm to acquire Alphawave to May 27, 2025.
Musk responds to the progress of Grok 3.5: Still too rough around the edges and will take another week to optimize.
