Jensen Huang held a banquet to celebrate the mass production of the Grace Blackwell system and personally escorted C.C. Wei to the car.
TSMC advanced process capacity utilization remains strong, and it may operate at full capacity in the fourth quarter after 2nm mass production.
Intel 18A process technology breakthrough and market application will be the key to its ability to regain leadership in the semiconductor industry.
Sanmina Corp. is reportedly in talks to acquire AMD server assembly plant.
SK Siltron silicon wafer sales to SK Hynix exceeded Samsung for the first time in Q1 2025.
GlobalFoundries: The impact of tariffs in 2025 is expected to be approximately $20 million.
Premier Energy Ltd (PEL) has entered into an agreement with Taiwan Sino-Med Semiconductor to manufacture and sell solar silicon wafers.
Jensen Huang: Taiwan supply chain is irreplaceable and will serve the mainland market in compliance with regulations.
Intel is in dispute with EU regulators over a $421.4 million antitrust fine.
