Nvidia B200 chips remain in short supply despite continued production increases. Wedbush
TSMC two highlights in 2026: Price increases for advanced processes and CoWoS, and increased demand of 2nm in smartphones. Goldman Sachs
Samsung Q2 2025 profit plummeted 55.9% to US$3.3 billion, and the AI chip supply crisis dragged down its performance.
SIA: Global semiconductor sales increased 19.8% year-on-year to US$59 billion in May 2025, with China growing 20.5%.
The GB10 super chip was jointly developed by MediaTek and Nvidia and is used in NVIDIA’s first personal AI supercomputer.
DRAM spot prices doubled in one month.
Cadence and Samsung Foundry collaborate to accelerate system-on-chip, 3D-IC and chiplet designs for AI data center, automotive and connected applications.
US announced a new round of tariffs: 25% on Malaysia, 30% on South Africa, and 40% on Laos.
France Capgemini Group will acquire WNS for $3.3 billion to strengthen its AI business.
