AIB GPU market in Q1 2025: Nvidia has a 92% market share, while Intel is almost zero.
ZJK Industrial (Nvidia supplier): Nvidia B40 chip, exclusively supplied to China, will mass-produce as early as June 2025.
Samsung uses its 5nm process to work with Infineon and NXP to develop automotive chips.
Natcast is investing $30 million to fund an AI-driven RF chip design project led by Keysight Technologies, Princeton University, and the University of Texas.
SIA: Global semiconductor sales increased 22.7% year-on-year to US$57 billion in April, 2025 with China growing 14.4%.
SEMI: Global semiconductor equipment shipments reached US$32.05 billion in Q1 2025, a year-on-year increase of 21%.
Pegatron: The evaluation of the plan to build a US factory has entered the final stage and will be announced as early as June 2025.
Micron ships the world’s first LPDDR5X memory based on the 1γ process node, enabling mobile AI applications.
Broadcom Q2 2025 revenue was $15 billion, with AI chip revenue exceeding $4.4 billion.
SpaceX will build an advanced chip packaging factory in Texas and introduce panel-level fan-out packaging (FOPLP) technology. Tom’s hardware reported
