TSMC 2nm yield rate exceeds 60%, followed by Samsung at 40%, resulting in fierce competition for orders in H2 2025.
Micron becomes first supplier of Nvidia SOCAMM memory chips.
AMD Lisa Su: The potential market size of data center AI accelerators will exceed $500 billion in 2028.
Amazon will invest $13.05 billion to expand its Australian data center infrastructure.
Google $32 billion acquisition of Wiz faces US antitrust scrutiny.
Nvidia is recruiting AI and chip talent in Taiwan.
Baidu AIDU plans to increase jobs by more than 60%, and its investment in AI R&D has reached $25.07 billion.
French President Macron is pushing France to become the world’s most advanced semiconductor manufacturing center, plans to move towards 2nm technology, and called on Foxconn to help strengthen France’s semiconductor capabilities.
Samsung semiconductor division has tightened ChatGPT access rights, requiring “personal approval” before use.
