It is expected that TSMC’s advanced process price quotations will increase by 5% to 10% in 2025, or will increase by about 3% and cancel discounts.
Nvidia completes acquisition of Israeli software startup Run:ai for $700 million.
In response to Trump 2.0, Foxconn announced that it will invest US$340 million to expand its artificial intelligence (AI) server footprint in North America and maintain its leading position in the AI server field.
Intel is said to be launching a 24GB VRAM Battlemage GPU for AI professionals in 2025.
Industry insiders said that Apple will launch 19 new products in 2025, covering six major areas including smartphones, tablets, computers/laptops, wearable devices, smart homes and other peripherals. The processors and key chips of the new products will be exclusively manufactured by TSMC, and Foxconn will undertake most of the assembly orders.
TrendForce: In the first quarter of 2025, NAND Flash suppliers will face challenges such as continued inventory increase and declining order demand, and the average contract price may fall by 10%~15% month-on-month.
ASE joins hands with the packaging substrate industry to develop AI detection technology and establish an AI application alliance.
Samsung becomes the largest shareholder of Rainbow Robotics, accelerating the research and development of intelligent humanoid robots.
ByteDance denies plans to buy $7 billion worth of Nvidia AI chips by 2025.
