AMD Lisa Su: TSMC chip production costs in US will increase by 5% to 20%.

Trump considered breaking up Nvidia to promote competition in AI chips but was told it would be “difficult.”

Analyst: Intel Q2 net loss is expected to be US$1.25 billion, and its wafer foundry plan has attracted much attention.

Micron introduces radiation-tolerant 256Gb SLC NAND for aerospace applications.

SEMI predicts that semiconductor equipment sales will reach a new high of US$125.5 billion in 2025.

Sony plans to sell its Israeli chip unit.

The quality of domestic DDR5 is comparable to that of Nanya Technology, and the goal is to achieve mass production by the end of 2025.

SK Hynix Q2 financial report: AI memory sales increased significantly, with both revenue and operating profit reaching quarterly highs.

Trump announced an action plan for AI: Increase exports to allies, relax regulations, and promote the construction of data centers.

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