TSMC is preparing to transfer its 2nm technology to US and is preparing a new production line in Arizona.
Nvidia may be developing CoWoP (Chip-on-Wafer-on-Platform PCB), while it’s unlikely to be widely adopted in the short term. Morgan Stanley
ASML equipment will be exempt from tariffs in US.
Three top executives from Intel manufacturing business will retire, and Intel plans to shrink its capacity planning team and cut some engineering groups.
Sharp announced that it would sell its Mie No. 2 factory to Aoi and introduce a semiconductor packaging production line.
Tim Cook confirmed plans to increase spending and acquire large AI companies.
Nidish Kamath: GDDR7 reshapes the AI inference memory ecosystem.
Google launched its most powerful Gemini 2.5 Deep Think reasoning model: Its performance surpassed OpenAI o3 and Grok 4, and won the gold medal in the International Mathematical Olympiad (IMO).
US export controls have been paralyzed, and H20 sales to China have stagnated.
