Trump: Nvidia may be allowed to sell a “downgraded version” of its next-generation advanced GPU chip to China.

Japan Rapidus is eager to mass-produce 2nm chips and urgently needs a plan B.

SEMI: HBM accounts for 25% of DRAM, which may cause tight silicon wafer production capacity.

Micron responds to China’s adjustments: Terminates mobile NAND development.

The US-China tariff truce was extended for another 90 days.

It is reported that Samsung will increase its investment by US$7.2 billion to build an advanced packaging plant in US.

Surpassing OpenAI’s medical capabilities, Baichuan released the open source large model Baichuan-M2.

Ford Motor announced a $5 billion investment in US to expand electric vehicle and battery production capacity.

Texas Instruments has significantly increased prices: 60,000 models are affected, with the highest increase exceeding 30%.

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