TSMC 1.4nm wafer foundry price may be as high as US$45,000, a 50% increase from 2nm.
Morgan Stanley: China’s AI GPU self-sufficiency rate will increase to 82% in 2027.
Foxconn’s revenue engines: AI servers, ICT and electric vehicles.
MediaTek is seizing business opportunities in cloud data centers, and estimates that the related ASIC market size will reach US$40 billion in 2028.
Synopsys has suspended sales services and orders in China in accordance with US export control regulations.
LUXNET is focusing on CPO business opportunities.
JDI, Japanese panel company, cancels its investment in PanelSemi.
Advantest once again topped the 2025 “Top 10 Companies in Customer Service (Large)” list, the company’s sixth consecutive year at the top.
Morgan Stanley: A US CSP is increasing GB200 order, TSMC and Gigabyte, Foxconn, Quanta, Wistron, and Wiwynn supply chains face new opportunities.
