Nvidia Jensen Huang: Call on the Taiwanese government to support the development of AI, energy supply is the key.
TSMC responded to the US semiconductor tariff investigation and invested $165 billion to build factories in Arizona. Its Arizona subsidiary has submitted an opinion.
The “Stargate UAE” AI data center will be operational in 2026, with 100,000 NVIDIA chips in the first phase.
Samsung foundry business may be divested to resolve conflicts of interest with design companies.
South Korean semiconductor equipment manufacturers’ performance in China has soared, with Park Systems and Jusung Engineering becoming the biggest winners.
The US Department of Justice has launched an antitrust investigation into Google’s deal with Character.AI.
Cadence and TSMC are collaborating to deliver design solutions certified for TSMC A16 and N2P process technologies to advance AI and 3D-IC chip designs.
Southeast Asian electric vehicle sales will surge 50% by 2024 and is becoming a global production hub.
TrendForce: HBM4 manufacturing difficulty increases, and the premium is expected to exceed 30%.